Arthur Hayes: AI’s Debt, Insurance’s Bomb, Bitcoin’s Fuel
Arthur Hayes argues that AI's trillion-dollar debt and the U.S. insurance industry's solvency crisis are linked pressure points. Whether governments print money to bail out insurers or buy AI compute directly, Bitcoin...
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2h ago
Debt Expansion and Currency Reshuffling: Arthur Hayes on Crypto’s Biggest Beta Trade
Arthur Hayes argues that sovereign debt expansion and currency realignment — not protocol innovation — represent crypto's biggest beta opportunity. He highlights EUR/JPY as a key liquidity signal and outlines a positioning...
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Sep 3, 2026
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