According to CoinMeta, BitMEX co-founder Arthur Hayes stated in an exclusive interview with The Rollup that the AI industry is entering a phase of capital mismatch, with a large amount of funds continuously being invested in data centers and related enterprises, while some projects are still in a state of continuous money burning. He believes that political factors may be driving governments and central banks to expand their balance sheets and provide liquidity in order to cover up improper investments, which is also one of the reasons why assets such as Bitcoin and gold are performing strongly. It is worth noting that Arthur Hayes has a relatively low historical accuracy rate in market predictions and his views are often adjusted. It is recommended to focus on referring to his analytical framework rather than his specific price and time predictions.