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.

Appearances

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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

And we know how those go when you start having unlocks.

And we just started having unlocks in September.

We have Anthropic and Opening Eye coming to market as well.

And also we have this Iran war energy situation.

You know, if you believe the authorities, they say it's supposed to be fixed.

And then I guess read some headlines this morning that Israel says we're going to keep bombing Lebanon and supposedly Iran cares about Lebanon.

We don't know.

So that's like a whole thing.

We'll see if this thing actually materializes anything.

But at the end of the day, we have this underlying bid for physical commodities that isn't going away.

And so there could be a situation where we wake up in three or four months time and oil is at $120, but the strait is supposedly open.

And what do you do then?

Essentially, energy is the input for our entire civilization, including the AI, because AI is just transforming energy into intelligence the most efficient way possible.

So, you know, all these things were weighing in my mind.

Like, okay, I think the summer is going to be sort of a topping period for a lot of the markets.

I've done really well on these calls.

Let me just take the W and go chill.

And, you know, if I need to buy back in other things and let me find some asymmetry in other places, right?

Like I got into hype in the high 20s, low 30s.

It's now whatever.

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