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Wendy O, founder and host of "The O Show," highlights a view from Arthur Hayes that the booming growth in AI infrastructure could lead to a significant crash, which in turn may benefit Bitcoin and the broader crypto market.
Wendy O shared that, according to Hayes, a dramatic downturn in AI-related infrastructure could be a catalyst for renewed interest in cryptocurrencies.
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Wendy O previously identified AVAX as a notable infrastructure token for investors in the current crypto cycle, highlighting its relevance among so-called blue chips in the sector (link). She also reported Solana's Alpenglow consensus upgrade going live on testnet, targeting 150ms finality before its mainnet launch (link). These insights contribute to her ongoing coverage of infrastructure trends within the crypto industry.