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

the frontier labs can train on anything bad because if it's all about, I need to have the best model and any one or two or 5% incremental improvement could lead to a compounded permanent moat of my competitors.

I cannot use the Neo cloud with H100s and Blackwells.

I need to have whatever they meant, the newest Nvidia or Huawei chip is.

And, you know, I have to do that.

I can't, I cannot use these other chips.

And I think that's when the rubber meets the road, and that's when we market on this.

And we see, okay, where's the revenue?

Where's the capital returns?

Does this make sense?

And I have a feeling that that'll be the test.

And the greatest part for crypto is that if we do get an AI credit event,

Number one, it'll be bigger than 2008 because the whole world is on this delusion that AI is the biggest technology ever.

We're going to build more CapEx per percent of GDP than we did with the railroads.

Much bigger than subprime.

And the Fed can't print Moore's Law.

I don't care how much money that you throw at this thing.

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.

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