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Arthur Hayes: DeFi Needing Regulatory Approval Signals Decentralization Has Failed On June 23, 2026, BitMEX Co-founder Arthur Hayes Arthur Hayes stated in an interview with the New Era Finance podcast that if the development of DeFi needs a US regulator to pass an act like the Clarity Act, the...

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Arthur Hayes: The AI bubble may pop in 2028(ARCHIVE FOOTAGE) On June 26, 2026, BitMEX co-founder Arthur Hayes Arthur Hayes stated in an interview with Bonnie Blockchain that the prime date for the AI bubble to pop will be around 2028. He believes that the market is currently underwriting GPUs with a two-year useful life using a six-year depreciation schedule, and this wave of debt accumulated since 2024 will face a crucible in about two and a half years. He stated that the underlying economics of building expensive Western data centers will completely evaporate due to competition from equally capable Chinese AI models that cost a tenth of the price, leading to a severe collision between capital costs and actual demand.
1:22

Arthur Hayes: The AI bubble may pop in 2028(ARCHIVE FOOTAGE) On June 26, 2026, BitMEX co-founder Arthur Hayes Arthur Hayes stated in an interview with Bonnie Blockchain that the prime date for the AI bubble to pop will be around 2028. He believes that the market is currently underwriting GPUs with a two-year useful life using a six-year depreciation schedule, and this wave of debt accumulated since 2024 will face a crucible in about two and a half years. He stated that the underlying economics of building expensive Western data centers will completely evaporate due to competition from equally capable Chinese AI models that cost a tenth of the price, leading to a severe collision between capital costs and actual demand.

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Arthur Hayes: Why Bitcoin is not going up? (ARCHIVE FOOTAGE) On June 26, 2026, Arthur Hayes Arthur Hayes stated in an interview with Bonnie Blockchain that Bitcoin has failed to rally despite money printing because AI capital expenditures have absorbed the market's marginal capital. He believes investors are chasing AI tech stocks and supply chains, while newly wealthy individuals from the AI boom prioritize buying hard assets or diversifying into NASDAQ stocks rather than investing in the crypto market. Furthermore, Arthur Hayes believed that if AI stocks crash, cryptocurrencies will initially plunge in tandem. Due to their 24/7 liquidity, investors will be forced to sell crypto to generate cash during margin calls before the market eventually stabilizes and sorts out the relative winners.
2:10

Arthur Hayes: Why Bitcoin is not going up? (ARCHIVE FOOTAGE) On June 26, 2026, Arthur Hayes Arthur Hayes stated in an interview with Bonnie Blockchain that Bitcoin has failed to rally despite money printing because AI capital expenditures have absorbed the market's marginal capital. He believes investors are chasing AI tech stocks and supply chains, while newly wealthy individuals from the AI boom prioritize buying hard assets or diversifying into NASDAQ stocks rather than investing in the crypto market. Furthermore, Arthur Hayes believed that if AI stocks crash, cryptocurrencies will initially plunge in tandem. Due to their 24/7 liquidity, investors will be forced to sell crypto to generate cash during margin calls before the market eventually stabilizes and sorts out the relative winners.

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Arthur Hayes: Trump Should Veto the CLARITY Act BitMEX founder Arthur Hayes Arthur Hayes said in a May 13 interview with The Wolf Of All Streets that he hopes Trump vetoes the CLARITY Act. He argued that if Bitcoin and crypto need regulation to survive, they are "not worth a penny." Hayes said banks want to offer crypto products because clients need non-correlated assets to hedge against inflation and fiat debasement, while banks can earn fees from them. But he opposed pushing Bitcoin too far toward "institutionalization," saying it would undermine what crypto has built over the past 15 years.
1:54

Arthur Hayes: Trump Should Veto the CLARITY Act BitMEX founder Arthur Hayes Arthur Hayes said in a May 13 interview with The Wolf Of All Streets that he hopes Trump vetoes the CLARITY Act. He argued that if Bitcoin and crypto need regulation to survive, they are "not worth a penny." Hayes said banks want to offer crypto products because clients need non-correlated assets to hedge against inflation and fiat debasement, while banks can earn fees from them. But he opposed pushing Bitcoin too far toward "institutionalization," saying it would undermine what crypto has built over the past 15 years.

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56,398 views • 3 months ago

Arthur Hayes: $15 Trillion in Credit Will Drive a $1 Million BTC On April 10, 2026, BitMEX founder Arthur Hayes Arthur Hayes spoke at Korea Blockchain Week, analyzing the potential money-printing trajectory of the Fed and the US Treasury. He expressed that due to fears of issuing long-term debt, the US government is utilizing the Genius Act and stablecoin regulations to find price-inelastic buyers for short-term Treasury bills. Hayes believes that if the government gains full control of monetary policy levers, it will lead to an estimated $15.2 trillion in credit expansion by 2028. He stated that this extreme macroeconomic easing will break the traditional four-year cycle and drive Bitcoin past the $1 million mark.
1:42

Arthur Hayes: $15 Trillion in Credit Will Drive a $1 Million BTC On April 10, 2026, BitMEX founder Arthur Hayes Arthur Hayes spoke at Korea Blockchain Week, analyzing the potential money-printing trajectory of the Fed and the US Treasury. He expressed that due to fears of issuing long-term debt, the US government is utilizing the Genius Act and stablecoin regulations to find price-inelastic buyers for short-term Treasury bills. Hayes believes that if the government gains full control of monetary policy levers, it will lead to an estimated $15.2 trillion in credit expansion by 2028. He stated that this extreme macroeconomic easing will break the traditional four-year cycle and drive Bitcoin past the $1 million mark.

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47,190 views • 3 months ago

Arthur Hayes: Selling Altcoins Because the AI Trade is About to Peak On June 13, 2026, Arthur Hayes Arthur Hayes stated in an interview with Cointelegraph that he had liquidated his altcoin positions, including HYPE, NEAR, and Worldcoin. Reflecting on his previous macro forecasts, he mentioned that current fiat liquidity did not flow into Bitcoin, but was instead entirely absorbed by the AI sector. Hayes believes the AI narrative is currently facing three problems: the vexing price of energy, the risk of US policy reversals, and the liquidity drain from the mega IPOs of Anthropic and OpenAI. He expressed that it is not as if AI goes down 50%, people have capital to invest in Bitcoin; rather, Bitcoin would get "thrown out with the bathwater." Given these risks are present, he decided to exit.
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Arthur Hayes: Selling Altcoins Because the AI Trade is About to Peak On June 13, 2026, Arthur Hayes Arthur Hayes stated in an interview with Cointelegraph that he had liquidated his altcoin positions, including HYPE, NEAR, and Worldcoin. Reflecting on his previous macro forecasts, he mentioned that current fiat liquidity did not flow into Bitcoin, but was instead entirely absorbed by the AI sector. Hayes believes the AI narrative is currently facing three problems: the vexing price of energy, the risk of US policy reversals, and the liquidity drain from the mega IPOs of Anthropic and OpenAI. He expressed that it is not as if AI goes down 50%, people have capital to invest in Bitcoin; rather, Bitcoin would get "thrown out with the bathwater." Given these risks are present, he decided to exit.

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45,748 views • 2 months ago

Arthur Hayes: Bitcoin's Bottom Is Probably Around $40,000 On June 12, 2026, during an interview with EllioTrades, BitMEX co-founder Arthur Hayes Arthur Hayes shared his prediction for Bitcoin's bottom. When asked about the ultimate bottoming price and timeframe, Hayes admitted that he holds some put spreads, while his long-term positions remain massive and strictly long. He predicted that Bitcoin's bottom will probably be around $40,000 within the next six months.
0:29

Arthur Hayes: Bitcoin's Bottom Is Probably Around $40,000 On June 12, 2026, during an interview with EllioTrades, BitMEX co-founder Arthur Hayes Arthur Hayes shared his prediction for Bitcoin's bottom. When asked about the ultimate bottoming price and timeframe, Hayes admitted that he holds some put spreads, while his long-term positions remain massive and strictly long. He predicted that Bitcoin's bottom will probably be around $40,000 within the next six months.

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31,251 views • 2 months ago

Arthur Hayes: Don't Expect Michael Saylor to Protect Your BTC Wallet BitMEX founder Arthur Hayes Arthur Hayes said in a May 13 interview with The Wolf of All Streets that investors need to understand Michael Saylor's role: he is protecting his own company, not the Bitcoin held by ordinary investors. Hayes said Saylor is a genius in corporate finance, and MicroStrategy's ability to launch related products and derivatives comes from its unique balance sheet and market relationships. He added that this does not mean Saylor is doing anything wrong; rather, he will do what best serves the company's shareholders.
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Arthur Hayes: Don't Expect Michael Saylor to Protect Your BTC Wallet BitMEX founder Arthur Hayes Arthur Hayes said in a May 13 interview with The Wolf of All Streets that investors need to understand Michael Saylor's role: he is protecting his own company, not the Bitcoin held by ordinary investors. Hayes said Saylor is a genius in corporate finance, and MicroStrategy's ability to launch related products and derivatives comes from its unique balance sheet and market relationships. He added that this does not mean Saylor is doing anything wrong; rather, he will do what best serves the company's shareholders.

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Arthur Hayes: Most Tokens Fall Because Projects Pocket Protocol Revenue On May 23, 2026, BitMEX co-founder Arthur Hayes Arthur Hayes stated on the What Bitcoin Did podcast that most crypto projects fail to return the economic value created at the protocol level to token holders. He believes early venture capitalists inevitably dump tokens on the market to maximize profits and fulfill fiduciary duties, leading to a continuous decline in token prices. Using Hyperliquid's revenue buyback mechanism as an example, he expressed that current crypto investors have matured and no longer buy into simple white papers or early investor lineups, focusing instead on the actual cash flows token holders can obtain.
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Arthur Hayes: Most Tokens Fall Because Projects Pocket Protocol Revenue On May 23, 2026, BitMEX co-founder Arthur Hayes Arthur Hayes stated on the What Bitcoin Did podcast that most crypto projects fail to return the economic value created at the protocol level to token holders. He believes early venture capitalists inevitably dump tokens on the market to maximize profits and fulfill fiduciary duties, leading to a continuous decline in token prices. Using Hyperliquid's revenue buyback mechanism as an example, he expressed that current crypto investors have matured and no longer buy into simple white papers or early investor lineups, focusing instead on the actual cash flows token holders can obtain.

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Arthur Hayes: In the Era of Global Money Printing, Crypto Market Enters a Long-Term Bull Run BitMEX co-founder Arthur Hayes said in an interview with Coin Bureau on November 3 that politicians worldwide are pursuing "spend without tax hikes" policies, stimulating the economy through money printing and credit expansion. With global liquidity remaining high, he expects the current crypto bull run to continue until 2027–2028. Hayes noted that Bitcoin halving is having less impact, with liquidity and inflation being the main driving forces. He predicts a "blow-off top" and remains long-term bullish on Bitcoin. Source:
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Arthur Hayes: In the Era of Global Money Printing, Crypto Market Enters a Long-Term Bull Run BitMEX co-founder Arthur Hayes said in an interview with Coin Bureau on November 3 that politicians worldwide are pursuing "spend without tax hikes" policies, stimulating the economy through money printing and credit expansion. With global liquidity remaining high, he expects the current crypto bull run to continue until 2027–2028. Hayes noted that Bitcoin halving is having less impact, with liquidity and inflation being the main driving forces. He predicts a "blow-off top" and remains long-term bullish on Bitcoin. Source:

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Arthur Hayes Bullish on Bitcoin Hitting $125,000 by Year-End BitMEX founder Arthur Hayes Arthur Hayes states that new US banking leverage regulations, combined with state-level military and AI capital expenditures, will trigger a $4 trillion credit boom. He believes this massive injection of liquidity will far outweigh any credit destruction caused by AI. Given that liquidity indicators have already bottomed out in sync with Bitcoin, he predicts the asset will reach $125,000 by the end of the year.
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Arthur Hayes Bullish on Bitcoin Hitting $125,000 by Year-End BitMEX founder Arthur Hayes Arthur Hayes states that new US banking leverage regulations, combined with state-level military and AI capital expenditures, will trigger a $4 trillion credit boom. He believes this massive injection of liquidity will far outweigh any credit destruction caused by AI. Given that liquidity indicators have already bottomed out in sync with Bitcoin, he predicts the asset will reach $125,000 by the end of the year.

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11,878 views • 3 months ago

Arthur Hayes: Surviving a Financial Crisis Requires Downsizing Rather Than Buying Bitcoin On March 10, 2026, during an interview with Natalie Brunell, Arthur Hayes stated that for high earners who suddenly lose their $250,000 salaries while carrying massive mortgages, the cash drain of maintaining their previous lifestyle is a bottomless pit. In the AI age, the only true survival path is to act decisively: cut out costly gadgets, sell real estate early, and thoroughly downsize. Unfortunately, looking at your own financial situation, you will find that buying $10,000 of Bitcoin simply cannot save you from your crisis.
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Arthur Hayes: Surviving a Financial Crisis Requires Downsizing Rather Than Buying Bitcoin On March 10, 2026, during an interview with Natalie Brunell, Arthur Hayes stated that for high earners who suddenly lose their $250,000 salaries while carrying massive mortgages, the cash drain of maintaining their previous lifestyle is a bottomless pit. In the AI age, the only true survival path is to act decisively: cut out costly gadgets, sell real estate early, and thoroughly downsize. Unfortunately, looking at your own financial situation, you will find that buying $10,000 of Bitcoin simply cannot save you from your crisis.

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253,807 views • 5 months ago

ARTHUR HAYES: "Bitcoin went from ZERO to something big with no regulatory clarity, with no support." "Bitcoin's value has nothing to do with regulations... has everything to do with how much fiat liquidity is there in the system. And Bitcoin will respond to that." "The Clarity Act passing or doesn't pass has no effect on the price, no effect on the trajectory of Bitcoin." "It's not necessary. It's just adding more complexity, red tape, legal costs, all these sorts of things that have nothing to do with crypto, has nothing to do with open source tech development, if anything, it's going to hamper open source tech development inside the United States."
5:36

ARTHUR HAYES: "Bitcoin went from ZERO to something big with no regulatory clarity, with no support." "Bitcoin's value has nothing to do with regulations... has everything to do with how much fiat liquidity is there in the system. And Bitcoin will respond to that." "The Clarity Act passing or doesn't pass has no effect on the price, no effect on the trajectory of Bitcoin." "It's not necessary. It's just adding more complexity, red tape, legal costs, all these sorts of things that have nothing to do with crypto, has nothing to do with open source tech development, if anything, it's going to hamper open source tech development inside the United States."

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19,810 views • 3 months ago

Arthur Hayes predicts three major factors that could pop the AI bubble (ARCHIVE FOOTAGE) On June 26, 2026, Arthur Hayes Arthur Hayes, co-founder of BitMEX, shared in an interview with Bonnie Blockchain three core reasons that could lead to the burst of the current AI bubble. He believes that, first, soaring oil prices triggered by geopolitical conflicts will significantly drive up compute costs in the AI sector; second, the US government's politicized bans on frontier models expose foreign paying users to extreme risks of sudden service cut-offs; finally, out of fear of such disruptions, foreign users will pivot massively to Chinese open-source models, which cost only one-tenth of the US models. This trend will directly crush the high valuation foundation of US AI companies that rely on high fees and high profit margins.
2:11

Arthur Hayes predicts three major factors that could pop the AI bubble (ARCHIVE FOOTAGE) On June 26, 2026, Arthur Hayes Arthur Hayes, co-founder of BitMEX, shared in an interview with Bonnie Blockchain three core reasons that could lead to the burst of the current AI bubble. He believes that, first, soaring oil prices triggered by geopolitical conflicts will significantly drive up compute costs in the AI sector; second, the US government's politicized bans on frontier models expose foreign paying users to extreme risks of sudden service cut-offs; finally, out of fear of such disruptions, foreign users will pivot massively to Chinese open-source models, which cost only one-tenth of the US models. This trend will directly crush the high valuation foundation of US AI companies that rely on high fees and high profit margins.

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22,234 views • 24 days ago

🚨 ARTHUR HAYES: 2026 & 2027 ARE THE MEAT OF THE TRUMP ADMINISTRATION = $BTC TO $500K. Arthur Hayes, co-founder and former CEO of BitMEX, known for his macro calls and cycle predictions, believes the real momentum is still ahead. The macro setup is looking increasingly bullish for the coming cycle: • ETF floodgates are opening • QT has officially ended • A potential new Fed Chair aligned with Trump’s vision • The Clarity Act & Crypto Market Structure Bill on deck We’re living through a pivotal moment. Accumulation now could age well ; smart DCA before the next leg up hits. 📈
0:44

🚨 ARTHUR HAYES: 2026 & 2027 ARE THE MEAT OF THE TRUMP ADMINISTRATION = $BTC TO $500K. Arthur Hayes, co-founder and former CEO of BitMEX, known for his macro calls and cycle predictions, believes the real momentum is still ahead. The macro setup is looking increasingly bullish for the coming cycle: • ETF floodgates are opening • QT has officially ended • A potential new Fed Chair aligned with Trump’s vision • The Clarity Act & Crypto Market Structure Bill on deck We’re living through a pivotal moment. Accumulation now could age well ; smart DCA before the next leg up hits. 📈

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34,658 views • 7 months ago

Pump fun Co-founder: I genuinely don't believe in decentralization On August 8, 2026, Pump fun co-founder Noah Tweedale stated in an interview with Crypto Insider that he is a massive bear on decentralization. He believes that looking back at internet history, the ultimate winners were companies that controlled the full stack and provided excellent user experiences, rather than underlying infrastructure. He genuinely does not believe in decentralization, stating that the Pump Foundation solely cares about user experience. Using Solana as an example, he believes on-chain activity has migrated to the relatively centralized Solana because the user experience on Ethereum is poor. As long as the end-user experience is optimal, users do not care if the underlying chain is decentralized.
1:09

Pump fun Co-founder: I genuinely don't believe in decentralization On August 8, 2026, Pump fun co-founder Noah Tweedale stated in an interview with Crypto Insider that he is a massive bear on decentralization. He believes that looking back at internet history, the ultimate winners were companies that controlled the full stack and provided excellent user experiences, rather than underlying infrastructure. He genuinely does not believe in decentralization, stating that the Pump Foundation solely cares about user experience. Using Solana as an example, he believes on-chain activity has migrated to the relatively centralized Solana because the user experience on Ethereum is poor. As long as the end-user experience is optimal, users do not care if the underlying chain is decentralized.

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60,220 views • 5 days ago

Arthur Hayes: Except for Ethereum and Solana, almost all other L1s will go to zero On November 29, on Altcoin Daily, Arthur Hayes said that, aside from Ethereum and Solana, almost all other L1s will go to zero. As major banks move into crypto and Web3, he expects them to build on Ethereum, which he sees as essential infrastructure and the main driver of ETH's next major rally.On Solana, he praised its meme-coin-driven strength and its position as the No.2 L1, but argued it still needs a new growth narrative and will struggle to outperform Ethereum in price. Source：
1:09

Arthur Hayes: Except for Ethereum and Solana, almost all other L1s will go to zero On November 29, on Altcoin Daily, Arthur Hayes said that, aside from Ethereum and Solana, almost all other L1s will go to zero. As major banks move into crypto and Web3, he expects them to build on Ethereum, which he sees as essential infrastructure and the main driver of ETH's next major rally.On Solana, he praised its meme-coin-driven strength and its position as the No.2 L1, but argued it still needs a new growth narrative and will struggle to outperform Ethereum in price. Source：

Wu Blockchain

186,256 views • 8 months ago

CLARITY Act won't pass this year! Grayscale Head of Research Zach Pandl has said there is a low chance the CLARITY Act will see approval in 2026, per Wu Blockchain. Pandl cites the Senate's calendar and US midterm elections as the main drivers of this belief, the act having seen many delays over recent weeks and months. That said, he suggest a belief that failure to pass the act will immediately impact $BTC and the wider crypto ecosystem.
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CLARITY Act won't pass this year! Grayscale Head of Research Zach Pandl has said there is a low chance the CLARITY Act will see approval in 2026, per Wu Blockchain. Pandl cites the Senate's calendar and US midterm elections as the main drivers of this belief, the act having seen many delays over recent weeks and months. That said, he suggest a belief that failure to pass the act will immediately impact $BTC and the wider crypto ecosystem.

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43,465 views • 13 days ago

Arthur Hayes: Why Sovereign Nations Prefer Gold Over Bitcoin On gold vs. Bitcoin differences, Arthur Hayes, co-founder of BitMEX, emphasized sovereign nations still favor gold as a safe-haven, while individual investors prefer Bitcoin’s high volatility and self-custody advantages. He forecasts Bitcoin may align with gold on the dollar debasement narrative long-term, though sovereign buying will differentiate their short-term performance. Notably, he cited recent Yuan-settled oil trades between Saudi Arabia and China—a geopolitical shift that could weaken the U.S. dollar’s hegemony and support Bitcoin’s long-term value. Video Source:
2:39

Arthur Hayes: Why Sovereign Nations Prefer Gold Over Bitcoin On gold vs. Bitcoin differences, Arthur Hayes, co-founder of BitMEX, emphasized sovereign nations still favor gold as a safe-haven, while individual investors prefer Bitcoin’s high volatility and self-custody advantages. He forecasts Bitcoin may align with gold on the dollar debasement narrative long-term, though sovereign buying will differentiate their short-term performance. Notably, he cited recent Yuan-settled oil trades between Saudi Arabia and China—a geopolitical shift that could weaken the U.S. dollar’s hegemony and support Bitcoin’s long-term value. Video Source:

Wu Blockchain

46,505 views • 9 months ago

"Because AI took all the money." I sat down with Arthur Hayes (Arthur Hayes), co-founder of BitMEX and one of the most-read macro voices in crypto, and asked him the thing everyone's actually thinking: the ETFs launched, the institutions arrived, the infrastructure got built so why is crypto going nowhere? His answer wasn't a price target. It was a plumbing problem. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." He's not trying to fight that. He told me he's "more concerned with capital preservation than capital accumulation" right now, sitting liquid while everyone else forces trades into a market with no fuel. What he's waiting for is one thing. He calls it "the big print." What stuck with me: he's not watching the candles, he's watching the printer. The money didn't disappear, it got reallocated. His entire edge is refusing to chase the cycle and staying liquid for the one moment that resets it. Most people are trying to win every month. He's trying to be ready for the print that defines a decade. Full conversation on New Era Finance Podcast. Are you positioned for where the money goes next, or where it just was?
3:26

"Because AI took all the money." I sat down with Arthur Hayes (Arthur Hayes), co-founder of BitMEX and one of the most-read macro voices in crypto, and asked him the thing everyone's actually thinking: the ETFs launched, the institutions arrived, the infrastructure got built so why is crypto going nowhere? His answer wasn't a price target. It was a plumbing problem. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." He's not trying to fight that. He told me he's "more concerned with capital preservation than capital accumulation" right now, sitting liquid while everyone else forces trades into a market with no fuel. What he's waiting for is one thing. He calls it "the big print." What stuck with me: he's not watching the candles, he's watching the printer. The money didn't disappear, it got reallocated. His entire edge is refusing to chase the cycle and staying liquid for the one moment that resets it. Most people are trying to win every month. He's trying to be ready for the print that defines a decade. Full conversation on New Era Finance Podcast. Are you positioned for where the money goes next, or where it just was?

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40,113 views • 1 month ago