Arthur Hayes：AI泡沫破裂将引发“超级印钞”，或推动比特币重返牛市

PANews2026-08-05 01:25:00

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PANews 8月5日消息，BitMEX联合创始人Arthur Hayes发布题为《暧昧关系》的文章，阐述AI泡沫将如何破裂以及超级印钞将如何推动市场重返牛市。Hayes认为，核心分歧在于市场如何定义AI资本支出——是技术投资还是房地产投资。他倾向于后者，认为这数万亿美元基建本质上是"另一种乏味的房地产投资"。

Hayes指出，AI泡沫破裂的原因在于金融中介机构在美中政府默许下过度建设数据中心及配套基础设施。他认为AI泡沫是一个"信贷故事"（类似2008年金融危机），而非"盈利故事"（类似2000年互联网泡沫），泡沫破裂后将促使央行开启超级印钞，推动比特币迎来新一轮牛市。

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