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But we saved everything 🙂.
Laura Shin highlights concerns over the current AI market trend, referencing commentary from Arthur Hayes on the Unchained podcast. Hayes suggests that the AI trade is not just a bubble but identifies two specific catalysts that could cause it to burst, potentially leading to a market downturn similar in severity to 2008.
According to Shin, Hayes believes money printing would ultimately be used as the resolution to any resulting bust.
Shin has previously compared DeFi loss-given-default to traditional finance, highlighting the immediate and irreversible risks faced by depositors in a recent analysis. She also examined how new developments, including Citrea, are pushing the Bitcoin narrative beyond a simple store of value in another report. These topics reflect Shin’s ongoing coverage of financial innovation and risk.