吴说区块链
吴说区块链|Jun 22, 2026 00:43
Arthur Hayes: Sold Everything Because AI Makes Me Uneasy About Crypto On June 13, 2026, Arthur Hayes @CryptoHayes stated in an interview with Cointelegraph that he has liquidated his positions in altcoins like HYPE, NEAR, and Worldcoin. Reflecting on his previous macro predictions, he believes that the current market's fiat liquidity hasn't flowed into Bitcoin but has instead been entirely directed toward the AI sector. Arthur Hayes pointed out three issues with the current AI narrative: the most challenging being energy prices, the risk of a potential policy reversal in the U.S., and the massive IPOs from giants like Anthropic and OpenAI draining liquidity. He explained that even if AI were to crash by 50%, it doesn't mean people would suddenly have funds to buy Bitcoin—instead, Bitcoin might be "dumped indiscriminately like bathwater." Given these risks, he decided to exit the market. Source: Cointelegraph
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