Maelstrom CIO Arthur Hayes predicts that U.S. policymakers may resort to money printing to fund AI infrastructure and service national debt, a move he expects to push cryptocurrency prices higher. Hayes argues that with AI companies requiring trillions of dollars for data centers amid falling service costs, monetary expansion remains one of the few viable options to manage the situation. Hayes also highlighted potential large-scale monetary stimulus in Asia shifting from mild tightening, which could revive demand for scarce assets. Additionally, he pointed to mounting financial stress in Europe, specifically citing credit default swaps linked to BNP Paribas and widening French government bond spreads, describing the inevitable monetary expansion as a slow-moving crisis beneath the surface.