Key Highlights: The Federal Reserve’s balance sheet swelled from $0.9 trillion in September 2008 to $9.0 trillion in April 2022, accompanied by a historic 26.8% surge in M2 money supply growth in February 2021. Federal debt net interest climbed to $1.05 trillion in fiscal 2026, outpacing the nation’s $965 billion national defense expenditure. Small businesses ...
Key Highlights BitMEX co-founder Arthur Hayes predicts the artificial intelligence investment cycle will face a critical reckoning around the end of 2027 or early 2028. Hayes warns that AI leaders such as OpenAI and Anthropic face unsustainable cost structures, citing examples where companies burn roughly $3 for every $1 generated in revenue. A potential collapse ...
Key Highlights BitMEX co-founder Arthur Hayes argues a slowdown in the U.S. AI sector could trigger monetary expansion that benefits Bitcoin long term. Hayes warns that weakening AI compute demand may expose debt risks in data center financing, potentially forcing government liquidity injections. Any resulting increase in money supply could lift Bitcoin and altcoin prices, ...