邦妮區塊鏈 Bonnie Blockchain — searchable YouTube transcripts & AI Q&A

Arthur Hayes: The AI Bubble Is About to Burst! Here's the Hidden Scam｜ Bonnie Blockchain

Arthur Hayes argues that the AI bubble will burst around 2027, comparing the current situation to the dot-com crash and the 2008 financial crisis. He points to massive compute commitments by companies like Anthropic, which are unprofitable and rely on risky financing, and predicts a government bailout or money printing when the debt becomes impaired. He also discusses his new project, the Flop network, a decentralized payment system for AI agents, which he believes will benefit from the overbuilding of AI infrastructure.

Charles Hoskinson: Crypto As We Know It Is DEAD. Here's What Comes Next

Charles Hoskinson argues that the era of speculative memecoins and NFTs is over, and crypto's future lies in becoming the payment and infrastructure layer for AI agents. He explains that AI agents will enable businesses to accept crypto payments with institutional-grade trading efficiency, and that Midnight will act as a 'VPN for DeFi' to provide privacy and simplicity across blockchains. He also criticizes the current US approach to AI regulation, calling for open-source alignment and new liability structures for agents.