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.

Appearances

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Tom Bilyeu's Impact Theory · Arthur Hayes Predicts Massive Market Crash and Bitcoin Surge by 2030 · 9 Jan 2026 podcast

And so maybe he was like, you know, fuck it.

I've already made so much money.

I've got my own family office to manage.

I'll pursue these strategies and I won't have to care what my LPs think about why these returns are lackluster until I get to that situation when NVIDIA goes down 95%, right?

So I haven't been to China since mainland since 2019.

I've been to Hong Kong a few times.

Obviously, I live in Singapore with a large Chinese diaspora, so you can hear what goes on on the shore.

And I think that there is, at some point I'll write an essay about this.

I think that China is a potential future for a post AI world.

Let me explain that.

So China has been one of the most aggressive in installing robots, right?

They have the most installed robot capacity in an industrial sense of any country per capita in the world.

They've been the most aggressive in terms of

AI, right?

There is no sort of like individual data.

The data all belongs to the state.

The state says, I want to use this data and to create these AI services, whether that's ride hailing, it's ordering food, it's using your palm to pay for things on WeChat and whatnot, right?

You go to China right now, it might feel like on the tier one cities, I'm not talking about the countryside, I'm talking Beijing, Shanghai, Shenzhen, Guangzhou, the four tier one cities in China, they are the future.

Everything is seamless.

Everything is clean.

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