Arthur Hayes

speaker

1,864 appearances 4 recordings 3 series first heard Jan 2026 last heard 22 Jun

Arthur Hayes’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Jan 2026 with 2.

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Bankless · "The Fed Can't Print Moore's Law" - How the AI Crash Sends Bitcoin to $1M | Arthur Hayes · 22 Jun 2026 podcast

You can't change the fact that a chip gets better every two years if you pump $10 trillion into the economy.

So what's the first response going to be by the financial authorities to try to save the banks?

Oh, we just need to shovel fiat money in.

And at that point, investors are going to say, I do not want to put any new capital, whether it's free or not, into AI because it does not meet its cost of capital.

So therefore, this capital goes straight to crypto.

And this is the implosion of the AI bubble and the follow on money printing that's going to happen, especially in the United States, to try to stick shave the system from this gross capital misallocation that's happened over the last, let's call it six to seven years.

By that point, it's going to dwarf subprime and is going to take us to Bitcoin a million or whatever.

So I'm always analyzing my thinking, especially on this AI narrative.

And, you know, I felt that the risks outweighed the benefits of being long, especially in these things and time to take some profit.

There wasn't the same asymmetry there in terms of the awareness of the potential of things like MIR and hype.

On the Zcash front, a bit of a different issue there.

the way I view things, if I think that there is a risk of like pretty much a complete wipeout in my capital due to some technical issue, I can't in good conscience keep my capital in that particular situation.

Uh,

Obviously, the Zcash team is fixing this issue at informal verification.

When the new shielded pool launches, hopefully this thing will be fixed and I can evaluate then and see if I want to come back in.

And, you know, I might come back in at higher prices.

But again, I've been doing this for a very long time and I still have most of my money.

So I'm more concerned about capital preservation than appreciation.

So obviously we have the SpaceX IPO.

It's done very well in the first two trading days, but that's a low float, high FTV shit coin, in my opinion.

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