Arthur Hayes: Investors are underestimating the ongoing risk of Middle East conflicts, and AI replacing human labor could trigger a credit crisis

MarsBitNews · 2026-03-07T07:23:36+00:00

Maelstrom co-founder Arthur Hayes believes that investors are underestimating the long-term impact of the US-Iran conflict on the markets, which could trigger rising oil prices and inflationary pressures. He also pointed out that artificial intelligence could replace a large number of knowledge workers, leading to a credit crisis. Ultimately, he believes the global financial system will respond to the crisis by injecting liquidity and will view Bitcoin as a liquidity indicator.

MarsBitNews

2026-03-07 07:23:36

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Mars Finance News, March 7 — Maelstrom co-founder Arthur Hayes said in an interview that investors may be underestimating the risks of the current conflict escalating or continuing. “I believe the global markets have not fully priced in the possibility of a long-term US-Iran war,” he said. If energy flows are disrupted, a chain reaction could spread through rising oil prices, inflation pressures, and increased market volatility, impacting the global economy.

Meanwhile, Hayes noted that another powerful disruptive force—artificial intelligence—also quietly threatens to emerge. He believes AI could rapidly reshape the labor market by replacing many knowledge workers, including lawyers, bankers, accountants, and analysts. If this transformation happens quickly, and households struggle to repay existing debts, it could lead to a widespread credit crisis.

Ultimately, Hayes believes the global financial system’s response to crises remains consistent: injecting liquidity. “Bitcoin is essentially just a liquidity smoke detector,” he said.

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