Why the AI Trade Might Actually Be a Massive Capital Misallocation @UnchainedCrypto
Why the AI Trade Might Actually Be a Massive Capital Misallocation  @UnchainedCrypto
Uploaded August 2026 | Updated September 2026, 2 weeks ago
New clip from Laura Shin's conversation with Arthur Hayes:

๐Ÿ—๏ธ Why he calls hyperscalers "real estate companies" in disguise
๐Ÿ“‰ Why the market rewards more CapEx, not more profit
๐Ÿ‡จ๐Ÿ‡ณ The Chinese competitor threat he says nobody's pricing in

๐ŸŽง Watch now.

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#bitcoin #ethereum #crypto #cryptocurrencies
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Why the AI Trade Might Actually Be a Massive Capital Misallocation

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