ShillGuard | $SGT

MORNING BRIEF ☕️: Arthur Hayes sees the AI infrastructure boom as a potential credit bubble, with roughly $1.5T in AI-related debt issued since late 2022. His concern: GPUs can become obsolete faster than the debt financing them is paid down. If AI returns fall short, Hayes expects a credit shock followed by massive monetary support. His bet is that the liquidity could then move into Bitcoin and crypto. ₿ https://x.com/ShillGuard/status/2084868336953819291