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 months

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

Appearances

newest first · ▶ plays the moment

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

So you had the first crash in 2007 and then the crisis in 2008.

So, you know, and you had essentially a panicked,

bailout where Bush was not elected.

Bush was in office.

He rolled out TARP.

Obama came in this, you know, supposedly more equitable Democrat, whatever, continued the bailout, right?

Because he had no other ideas on how to solve this thing.

And they did it anyways.

Didn't put any beggars in jail, all this kind of stuff, right?

So like, if you think about the perfect storm for this is marked to reality in terms of

Underwriting GPUs at six years versus two.

That chick has come home to roost starting in 2027.

Yeah.

but probably will limp on until 2028.

And then you have a presidential election, which could be a referendum on AI.

You know, what has AI done for me lately?

Okay, cool.

I can book a travel.

I don't need my assistant to book my travel anymore, but my water's dirty.

And, you know, I didn't have enough money to buy Tesla, or sorry, SpaceX or Anthropic or, you know, SK Hynix or whatever the fucking stock you want to pick that's up 20, 30, 40 X from 2022.

Showing 341–360 of 1,864 · page 18 of 94