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

They got out at like 70s, right?

That's a decent trade, right?

I think to go from the 60s to the 150, my original call,

Not that it's going to be impossible.

I think it will happen at some point, but it's going to be a harder slog than the first part of this run.

And so, OK, as an investor, at least in how I view things, is I want to find those asymmetric trades where I can deploy a little amount of capital and get a big return.

And then I can put the rest in sort of low income yielding, you know, bond like structures or Bitcoin.

So obviously very long Bitcoin, as always, and perennially long Bitcoin.

Depends.

So I haven't this time.

I'm just sitting in a lot of T-bills, just earning some yield.

And, you know, if I'm able to find some asymmetric opportunities before I really check out for summer vacation, then I'll do that.

Otherwise, you know, I'll just be compounding my rates at whatever, 3.5%.

Like, not exciting.

Obviously, there's a big bull market going on.

But thankfully, on a decently large capital base, it doesn't really matter to me.

I more care about my mental sanity.

Right, right.

Okay, so...

Well, obviously there was a great trade conceptually, at least back in the day when I really went long ETH back in like, you know, when it was a trade of $100 to $200, which was there was some chart that was going around about the value of all applications on top of Ethereum were worth more than Ethereum.

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