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Arthur Hayes states in his latest article:
bitcoin:native rebounded after hitting a bottom at $60k, ultimately breaking through $126k, and it is expected that the breakout above $90k will accelerate the upward trend,
the reasons are:
1️⃣ The AI arms race will force the US and China to continue flooding the market;
2️⃣ AI CAPEX is not a one-time build, but will become more intense;
3️⃣ After the US attacked Iran, the world entered an era of "every country protecting itself," which will lead to some foreign funds flowing out of dollar-denominated financial assets.
4️⃣ To support dollar assets, the US can only continue to provide liquidity;
5️⃣ War, AI, and infrastructure rebuilding will all create inflation, but politically, they will still be permitted;
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