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 months
2 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 4 in all, peaking in Jan 2026 with 2.

Appearances

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Because I believe that in this debasement scenario, as long as I can have my pulse on the money printing, the banking system, and this is why I study Bitcoin,
I read very boring reports about bank call reports and bank balance sheets.
And I understand how the central banks print money in all the different major jurisdictions.
That's what I study because I believe if I get that right, then all I need to choose is the right horse.
And the right horse, historically speaking, is Bitcoin.
Obviously, history doesn't pretend to the future.
It does advise the future.
I believe that Bitcoin is going to continue to be the best performing broad asset.
Again, it's not like you pick Palantir and it went up 20x over the last few years.
Great, if you can do that, you're amazing.
I'm not.
I'm going to choose Bitcoin.
And it's going to go up the most, whether it's gold or stocks or houses or bonds.
They're all going to go up.
But Bitcoin is going to go up the most.
And that's how I approach investing.
And so that's why I mostly focus on liquidity.
What is the expectation of liquidity?
How does reality conform to that expectation?
And that's what informs me when you see me on, you know, when I write an essay or I'm on X and I post like, oh, I think Bitcoin is going down to this level.
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