Arthur Hayes: The global economy is deeply in debt and is actively embracing gold and Bitcoin
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最新报道：According to Bijie.com, on October 1, 2025, at the Token 2049 event, Arthur Hayes pointed out that the current global economy is mired in a debt crisis. Since 1970, the global debt-to-GDP ratio has soared from 110% to 360%. The United States, in particular, faces enormous debt repayment pressure, with nearly $8 trillion in bonds due for rollover by 2026. This will likely be met by money printing, which will trigger an overabundance of fiat currency liquidity. Simultaneously, the AI boom is booming. Although related stocks like NVIDIA have price-to-earnings ratios as high as 100 times, showing clear signs of a bubble, AI development requires enormous computing power and data storage. Against this backdrop, Arthur Hayes advises investors to: First, avoid European assets. Europe's economic landscape is volatile, France is experiencing severe capital outflows, and fiscal and political deadlocks are entangled. The Eurozone faces the risk of disintegration due to the French crisis. European stocks have long underperformed the MSCI World Index, and assets like bonds and stocks have poor risk resilience. Second, embrace hard assets such as gold and Bitcoin. As global liquidity is loose and the risk of currency depreciation increases, gold and Bitcoin have anti-inflation and decentralized properties, making them a good choice for hedging.
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