Arthur Hayes：比特币需等AI泡沫破裂才能大涨

Arthur Hayes published a macro thesis Monday arguing that Bitcoin's next major rally will not begin until AI stocks collapse, because the capital wave funding data-center construction and three pending mega-IPOs has absorbed the very liquidity Bitcoin requires to advance. In a lengthy essay titled... <a href="https://thedefiant.io/news/people/arthur-hayes-bitcoin-wont-rally-until-ai-bubble-bursts">Read the full story at The Defiant</a>