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
I'm like, well, that is either one, either one, Ethereum undervalued or two, the applications are overvalued.
And we were in this sort of a, you know, sort of pseudo bull market at the time.
So let me just go long ETH.
So I guess fucking back the truck up in ETH and 20X, right?
Or 10X, whatever it was.
Yeah, around that time period.
That era?
Yeah.
That era.
And so, yeah, I mean, speaking of ETH, I think ETH has one of the probably the cleanest setups for something that could really rally off of, you know, a very big safe, crypto safe market cap, right?
Like, I don't... Ethereum has a lot of issues, but...
ain't going to zero overnight.
At least I don't think so, right?
Actually, I could, but the risk of ETH going to zero overnight is much less than hype or any of these other tokens.
Not that I don't love Hyperliquid or some of these other projects, but it has a certain Lindy effect and a certain largeness and stickiness that I could just deploy a lot of capital into ETH and turn my phone off for a year and a half and be happy about that.
I would not do that with
in the same notional with anything else in the ecosystem other than probably Bitcoin.
So I think that's probably one of the best setups I see out there for a mega cap coin because ETH is trading well below its 2022 all-time high of 5,000, whereas pretty much every other token
a value that has existed at that time period, a major, at least broke through that.
You know, Bitcoin did, Solana did, you know, pick your, you know, bigger cap dino coin and it got through those levels.
Showing 61–80 of 1,864 · page 4 of 94
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