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Schiff, Ackman, Hayes Can’t Agree Why
Key Takeaways The 10-year Treasury closed at 5.18% on Sept. 24, its highest close since July 2007. The MOVE index jumped from 76.2 to 104.6 in a week after the Fed’s Sept. 16 rate hike. […]
Arthur Hayes
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Bitcoin and ‘selected shitcoins’ will rise – Arthur Hayes explains why
BitMEX co-founder Arthur Hayes has come up with an argument that the AI debt problem is potentially bullish for Bitcoin [BTC], even though the underlying AI slowdown itself could be negative for technology companies. In […]
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Arthur Hayes Says AI Glut Could Lower Compute Costs and Boost Crypto
In Hayes’ scenario, a potential bailout of insurers exposed to AI debt could increase the money supply and support Bitcoin prices. Arthur Hayes has argued that the “Safety First” pause on AI development being […]
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Arthur Hayes Calls CLARITY Act ‘Nonsense’ as Bitcoin Tops $80K
Key Takeaways Arthur Hayes prioritized monetary flows over crypto legislation. He linked higher rates to increased spending on financial assets. His broader outlook combines $50,000 downside with a $1 million target. Hayes Pits a Rate […]
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Arthur Hayes Says Ignore Warsh and Watch EUR/JPY for Bitcoin’s Next Move
Hayes sees French banks as a potential fault line, with BNP Paribas, Credit Agricole, and Societe Generale tied to US repo lending. Arthur Hayes, the chief investment officer of crypto family office Maelstrom, said […]
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This Is Why Arthur Hayes Thinks AI Agents Need Their Own Money
AI agents would pay for computing power using the token, therefore directly linking its demand to network usage. Arthur Hayes has expanded his thesis for Flop Labs, an AI payment project he announced recently, […]
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Arthur Hayes Predicts More Dollar Liquidity that Could Push Bitcoin’s Rally Further
Hayes sees Treasury policy, rather than Federal Reserve cuts, as a potential catalyst for Bitcoin’s next leg higher. Bitcoin (BTC) has entered a new bull market, according to Arthur Hayes, who argues that US […]
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Arthur Hayes Called AI a Bubble, Now He’s Launching an AI Project
The project would reward miners for supplying useful computing work to AI agents rather than conventional mining activity. Arthur Hayes has said that he is coming out of retirement to lead Flop Labs, a […]
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Japan Yen Fix Could Fuel Bitcoin and Ethereum Rally
Hayes argues the Fed’s existing $60B FIMA limit is too small to support intervention on the scale Japan may require. Arthur Hayes published a new essay this week arguing that the US Treasury and […]
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Arthur Hayes Warns Bitcoin May Fall to $50,000 Before $1 Million
Key Takeaways Arthur Hayes frames the AI buildout as a credit bust, not a dot-com repeat. Bitcoin may chop between $60,000 and $70,000, with downside to $50,000. He expects AI capex growth to decelerate in […]
