Arthur Hayes: Trump Should Prioritize Being the 'AI President' Over the 'Crypto President' as the Current US Economy is Built on AI
Market Mechanism: AI drives economic growth and employment, with policy resources currently leaning towards AI infrastructure, while the crypto narrative is temporarily sidelined; funds are flowing into AI-related assets and regulatory-friendly projects. The Trump administration needs to balance both areas to maintain economic vitality.
Source: Public Information
ABAB AI Insight
As a crypto and macro observer, Arthur Hayes has previously analyzed global capital flows, and this viewpoint continues his assessment of AI as a new economic pillar, having earlier emphasized that the technology cycle dictates policy priorities.
In terms of capital pathways, the US economy relies on AI investment and application. Trump needs to prioritize ensuring AI supply chain and regulatory certainty, motivated by the need to sustain growth engines while creating space for crypto, avoiding policy conflicts.
Similar to historical shifts during the internet era or the post-Cold War technology race, this case shows that the US is currently in a phase of economic transformation led by AI, and the presidential agenda needs to align with underlying growth drivers.
Structural Judgment: Essentially, this is about capital concentration and policy changes. AI has become the core of the economy, shifting policy focus from crypto to technological infrastructure, driven by differences in capital returns and employment effects, with pricing power tilting towards the AI ecosystem, while crypto must wait for a secondary position.
ABAB News · Law of Cognition
The economic pillar determines presidential priorities, with AI taking precedence over crypto.
Where the growth engine is, policy resources will follow.
When the president takes a side, the underlying economy has already set the tone.