BitMEX co-founder Arthur Hayes said U.S. policymakers could expand the money supply to finance artificial-intelligence infrastructure and government debt, potentially lifting cryptocurrency prices. He said China could also revive demand for scarce assets by moving from limited tightening, which he called "austerity lite," to substantial monetary stimulus, while he monitors financial stress in France, including BNP Paribas credit-default swaps and French government bond spreads. At CONNECT by Cointelegraph: Seoul Edition, speakers also discussed Wall Street’s customer advantage in on-chain markets, public blockchains’ reach beyond institutional networks, stablecoin payment flows and tokenized money-market funds as a yield source. Franklin Templeton does not plan to issue its own stablecoin. FinHarbor warned companies to use only excess liquidity for crypto treasury strategies, while SharpLink’s Michael Camarda said share buybacks and Ether purchases can both increase ETH holdings per share.