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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jan 2026 with 2.
Appearances
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.
is going to dwarf subprime and is going to take us to Bitcoin a million or whatever, right?
This is the big print.
If you get this, if this thesis is correct and you time this well, you'll never work again.
This is the John Paulson subprime trade.
This is the big, short Michael Burry trade of this particular epoch.
And that's kind of how I'm thinking about this.
I don't know when this is going to happen, but I know I got to get this right.
Because if you're able to be liquid at this situation, and when this fiat money floods into the system, it can't go to the AI trade anymore because, again, the Fed can't print Moore's Law.
Can't make a fucking depreciation schedule change no matter how much money you print.
And I think that's the best argument for why crypto is going to do so fucking well when AI completely implodes.
And that's what I believe.
I don't know when this is going to happen.
Right.
And I'm going to continue updating my mental model.
But that's kind of where I'm at right now.
It could happen two years from now.
If you think, if you go back to subprime, subprime started in 2007 with the failure of those two hedge funds, right?
We started to mark to, housing prices stopped rising in 2006.
Showing 321–340 of 1,864 · page 17 of 94
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