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
Why would we ever do that?
Like, obviously, money printing is bad.
But as I thought about it more, I'm like, well, maybe one of the big reasons why Bitcoin sold off so hard starting in Q3 last year is because Bitcoin.
Bitcoin, as you say, is like the smoke alarm.
And it just realized that everyone was expecting inflation from the tariffs.
We didn't get that.
And actually, we were going to have this like deflationary period.
And so then that begs the question, like, do does Bitcoin not go back up until the deflationary pressures go away?
What is your current ownership of Bitcoin in terms of like portfolio percentage?
Are you have Bitcoin exposure?
Do you do you sell your Bitcoin?
Have you sold Bitcoin to buy other things or are you just not deploying more dollars?
And the reason I ask that is I think that there's a lot of folks that I talk to that own a lot of Bitcoin or have held Bitcoin for a long time.
Many of them are saying what you're saying, which is like, I'm not deploying new dollars.
I don't hear a lot of them saying they're selling their Bitcoin.
It almost feels like it would be blasphemy to them, you know, to sell any and get liquidity.
And so therefore, they're just kind of like, I got what I got.
Let's see what happens over the next five years or so.
But any net new dollars that I earn or get back from investments, I'm deploying into other assets.
Where do you sit on that spectrum?
Showing 621–640 of 1,864 · page 32 of 94
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