Pal cites AI-to-crypto flows and a weaker dollar; Hayes says AI investment excess could prompt intervention
Real Vision’s Raoul Pal says liquidity is beginning to move from AI equities into crypto markets and that a weaker U.S. dollar could support an extended crypto rally [1] [2].
Separately, Arthur Hayes argues that AI infrastructure investment is unsustainable and could leave the market with excess data-center capacity. He says a resulting crisis and government intervention could benefit crypto prices [3] [4].
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- 3Arthur Hayes warns AI spending boom could trigger financial crisisCryptopolitan• Oct 7, 2026
- 4Arthur Hayes Says AI Infrastructure Boom Could Crash and Trigger a Bitcoin-Friendly BailoutTheCoinrise.com• Oct 7, 2026
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