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

We printed a lot of money globally.

And what happened?

All that capital was funneled into AI.

The only thing that investors want to allocate to is AI, whether that's on the debt or the equity side.

And I don't see that changing.

If this AI story continues to be the only theme that you're investing in, especially if AI can survive higher oil prices, you're definitely going to be, oh, wow, AI survived.

Oil's at $150 and the Nasdaq's at $40,000, then energy doesn't matter.

It's all about AI.

Nasdaq, $100,000, right?

And so I think...

Yeah, Bitcoin could rise because it's, you know, a shittier version of a tech stonk, but it's not going to be that explosive rally that you expect given the trillions of dollars and euros and yen and yuan that had been printed.

And so that is why I think investors are still going to choose AI as the fastest horse to sort of exchange a infinitely debased unit of fiat for some financial asset that will outperform the debasement.

Yeah, essentially.

I don't see why, I don't see how on a broad sense you can get Bitcoin at 500,000 with this AI story in play.

Because again, okay, if Bitcoin went to 500,000, let's call that a 10X return, right?

Was it Sandisk did 50x this year or something crazy?

SK Hynix?

Yeah.

Went up 10x?

Yeah.

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