POPA Recon📌Arthurheise Article The real culprit for not having Bitcoin was 'AI'
📌Arthurheise Article The real culprit for not having Bitcoin was 'AI' Source: Arthur Hayes New Essay "Reality Test" (2026-06-08) ✔️ Summary 1. AI has sucked in all the money. The newly released dollar (M2 + 1.5 trillion dollars) after November 2022 and AI's debt (+ 1.5 trillion dollars) are almost the same. Liquidity has increased, but the money has only gone to data centers, not Bitcoin. No money has ever been sent to Bitcoin. 2. Trigger to pop AI bubble ① Iran War Rising → Electricity Prices ↑ → AI Margin ↓ ② SpaceX, Anthropic, and OpenAI 3 major IPOs are larger than the entire dot-com…
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