Arthur Hayes
where else to find them
what they talk about
all 5 in the filters
where they keep going back
- Korea Blockchain Week3 editions2023–2025
on a stage with
never shared a talk
who talks about the same things
- Mark Moss18 talks
- Alex Leishman13 talks
- Dylan LeClair23 talks
- Alex Thorn10 talks
- Peter McCormack15 talks
- Michael Saylor52 talks
| title | conference | date |
|---|---|---|
| Arthur Hayes Says Regulation Is Irrelevant, Only Fiat Liquidity Moves Bitcoin | Consensus Miami 2026 | 2026-05-05 |
Argues that Bitcoin’s price tracks fiat liquidity not regulation, backing it with charts and numbers: Fed balance sheet ≈ $7T versus Bitcoin’s rise, QE… | ||
| Arthur Hayes Says AI Layoffs Are Coming for the Banking System | Consensus Miami 2026 | 2026-05-05 |
Predicts AI-driven layoffs hit the bottom 10–20% of knowledge workers (examples: Coinbase ~14%, other tech 20–40%), causing mortgage and credit shortfalls that… | ||
| $150 HYPE by August? Arthur Hayes on Why He's Bullish | Consensus Miami 2026 | 2026-05-05 |
Claims $150 by August for the token and describes a live trading product called Hyperliquid that extends the familiar crypto money-making model of exchange… | ||
| Arthur Hayes: 'Alitcoins Will Never Die' | Consensus Miami 2026 | 2026-05-05 |
Claim asserts all coins will never die while also arguing 99% go to zero, framing altcoins as a high-churn asset class analogous to stocks. Cites a historical… | ||
| Bitcoin to $1M+: The Technical Path to Insane Money Printing | Korea Blockchain Week 2025 | 2025-09-22 |
Argues a path where control of the Fed Board of Governors and the FOMC enables yield curve control by lowering IOER and discount rates, creating a… | ||
| Breaks Down What’s Coming Next in Crypto | KBW2025 | 2025-09-22 |
Predicts a regime where global liquidity contraction — US, Japan, EU austerity — can crash credit‑dependent risk assets fast and send crypto sharply lower… | ||
| Keynote: Boom Times | Korea Blockchain Week 2024 | 2024-09-01 |
Argument: a crypto bull market is likely but delayed by liquidity plumbing—reverse repo balances rose ~$120B starting Aug 23 as t‑bill yields fell below Fed… | ||
| Regime Change, Macro for 2H23 | Korea Blockchain Week 2023 | 2023-09-04 |
Claims that the bull market begins on March 10, 2023 bailout after SVB/Signature, backed by a 35% crypto rise; uses Fed balance-sheet vs Bitcoin charts and an… | ||
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