Nvidia CEO & Billionaires Are Secretly Accumulating This Crypto Before Retail

Added: 2026-05-30

[00:00:00]A few weeks ago, I told you that Arthur Hayes, the man who built one of the biggest crypto exchanges in history, called the end of Ethereum's time at the top of crypto. He said an AI coin would knock it out of the top three by 2030.

[00:00:12]There were a lot of comments on that video, and most of you said that anyone can go [music] on a podcast and make a big prediction. So, here's what changed.

[00:00:20]Recently, Arthur Hayes stopped talking and started buying. He just showed the world the exact AI bet he's putting his own money behind, and in my opinion, he got the thesis >> [music] >> dead right and the coin dead wrong. I'm not saying it's a bad project, but there's one project that fits everything he described better than the one he actually picked. The same project that's been outrunning [music] nearly every other altcoin in one of the ugliest markets that we've seen in years. Today, I'm going to show you what Arthur Hayes bought, why I think he missed the real one, and the network that's building the AI economy he keeps talking about. For anyone who's new here, Arthur Hayes is the founder of BitMEX, one of the original crypto trading platforms, and he now runs an investment firm called Maelstrom, where he manages serious money. He's been one of the smartest macro analysts in this whole industry for over 10 years. So, when he says where the money is going next, the smart people in crypto actually stop and listen. Now, I'll be straight with you though, because I always am. Arthur Hayes is biased just like everyone else.

[00:01:23]He's been wrong on calls before, and the AI pick he just revealed came on a podcast where he was sitting right next to the founder of the project that he was talking about. So, we're not blindly accepting this information. We're going to look at what he said, do our own research with the facts, and figure out where the actual opportunity is. Here's his thesis in plain English. Arthur Hayes thinks AI is going to wipe out jobs faster than the economy can replace them, and that forces governments to print huge amounts of money to keep things from falling apart. All that fresh cash has to go somewhere, and in his view, it flows straight into the assets that gain the most from the rise of AI. Ethereum doesn't fit that description because it was built for an older era of crypto. The money goes into the tokens that actually powered the AI economy itself, the networks underneath the software agents that run and make decisions on their own. He calls that the agentic economy, which is just a fancy way of saying software that does real work without a human needing to control every step. So, a few weeks back, that was only a prediction, and now he's putting his money where his mouth is. So, Arthur Hayes just laid out his whole playbook for this cycle in three tokens. One is a trading platform that he likes, one is a privacy coin, and the third is his actual bet on artificial intelligence, which is a project called Near. Now, Near is a fast blockchain that AI apps can get built on top of, and it's a real project with a real team, so I'm not here to rip on it.

[00:02:48]I'll actually be dropping a video on it soon. But, in my opinion, if you actually listen to what Arthur Hayes talked about, Near isn't the cleanest fit for it. He was talking about the network that the AI itself runs on, the place where the actual intelligence gets produced and sold. Near is basically a road that AI apps can drive on, while the project I think he should be pointing at is the thing actually building and running the AI itself. That project is BitTensor. Now, BitTensor is the closest thing that crypto has to a decentralized AI network. Instead of one company like OpenAI or Google owning the whole thing top to bottom, you have over a hundred separate teams around the world all competing to build the best AI services, and the network automatically pays the ones that actually deliver.

[00:03:32]Each of those teams runs what's called a subnet, which you can think of as an independent AI startup living on top of the same network and sharing the same token. And the biggest issue with most AI coins is that they're just hype, but nothing real underneath. But, the subnets on BitTensor are shipping real products with real paying customers, and they're doing it right now. Which brings me back to something that ties directly back to the calls that Arthur Hayes just made. Remember, one of his three picks was a trading platform that he likes and one was an AI infrastructure play.

[00:04:03]There's a project that's combining both of those ideas into one and it lives on the exact network that we're talking about. It's called OX Markets and the engine that powers all of its trading runs on BitTensor S Subnet 35. The idea is one exchange where you can trade almost [music] any market directly on the blockchain, not just crypto. That means that you can do foreign currencies and also commodities like gold, silver, oil and more. So, it brings all of your trading all into one place. But, here is the part that caught my attention. That trading engine is funded by us regular people who supply the liquidity behind it. And there's a benefit of being a liquidity provider. You can put in USDC stablecoin on the base network and get a return on it. And as we speak, the people supplying the liquidity can get over 100% API on what they put in and that's before the main exchange is even fully switched on. That full exchange is going live in May, which is this month.

[00:05:00]And once it does, the liquidity providers pick up two more income streams on top of that. A 100% cut of the trading profit the exchange makes and half of all the trading fees. And if you'd rather just hold the project's own tokens, you'll be able to lock it up to earn 40% of those trading fees and get a vote in how the whole thing is run. So, it's a real BitTensor Subnet paying out real yield today with a lot more coming the moment that exchange goes fully live. Remember to always do your own research before getting into any of these opportunities. If you want to look at it yourself, the link to OX Markets is in the description below. And that's a one Subnet. The reason that example matters is it's exactly the thing the critics say doesn't exist on BitTensor, which is real users putting real money in and getting real yield out. There's well over 100 more subnets behind it and the whole network just pulled in around $43 million in revenue in a single quarter. If you want to stay ahead of moves like this before the rest of the market catches on, this is what I do here every single day.

[00:06:00]>> [music] >> I'm reading the filings, I'm tracking where the smart money is actually going, I'm separating the real projects from the hype, and I'm posting a brand new breakdown every single day. If you want to take advantage of all my work for free, then make sure you subscribe to the channel. And the strongest part of the case for BitTensor is simply who's already in it. A network of regular people on home computers trained one of those giant AI models, the kind normally only built inside billion-dollar data centers. And it got Jensen Huang, the CEO of Nvidia, talking about BitTensor on the biggest tech podcast in the world. Jason Calacanis, the investor who got into Uber before almost anyone, has put around $500 million of his own money into BitTensor and called it the better Bitcoin. And Grayscale, the company that brought Bitcoin to Wall Street, has already filed to turn BitTensor into an ETF. The people who run BitTensor are getting pulled into the same rooms with the biggest money managers on Wall Street, and that's not true for most of the hyped AI coins that you see on your favorite influencers' watchlists. Okay, but now here's something that really makes me think that a flip could be coming. And it comes straight from Arthur Hayes himself. The same Arthur Hayes who says Ethereum is getting knocked out of the top three has also said Ethereum could climb all the way to $20,000.

[00:07:17]At first, that sounds like he's contradicting himself. But once you get it, it actually makes his case even stronger. A coin's price can go up, but it can still get flipped as long as something else is going up faster. So, Ethereum can have a great few years in dollar terms and still get surpassed because the money pouring into AI networks is going to rip harder than the money going into the older smart contract chains. Even Arthur Hayes' bull case on Ethereum doesn't have it keeping its spot as a top crypto. And that tells me exactly where he thinks the bigger wave is going. So, step back and look at the whole picture. You have one of the most respected macro people in crypto putting real money behind the idea that an AI token will eventually flip Ethereum. He's pointing at NEAR when the network that actually fits everything he described is sitting right there with over 100 AI businesses on it and with real revenue flowing. Nvidia CEO called it out and Grayscale is filing an ETF.

[00:08:12]The usual bear case has been that Bittensor's revenue is still small compared to its price. That argument is fair, but Amazon ran at a loss for years before it took over the world. And Bitcoin produced zero revenue in its entire life and that hasn't changed. The right question is whether Bittensor revenue is growing and $43 million in a quarter is a big green flag for me. In my opinion, Arthur Hayes is spot-on that AI is where the money is going, but when it comes to specific projects, he shouldn't be ignoring Bittensor all of a sudden. Now, let me be real with you about the risks because I always am.

[00:08:46]Predictions about which crypto was going to be in the top three are purely based on speculation. [music] Arthur Hayes could turn out to be wrong on the timing or on this whole entire thing.

[00:08:56]Bittensor's revenue is still small compared to its price. The AI narrative could just cool off if there's a bad headline or a regulatory issue. The timing also matters here and can still hurt your portfolio if you're not patient. I'm not a financial advisor and this video is for educational purposes only. Crypto is extremely risky, so make sure you do your own research and never invest more than you're willing to lose.

[00:09:17]What I can tell you is that everything is starting to line up. The smart money is positioning, the institutional infrastructure is getting built, and the tech is actually shipping while most people are still crying about the price and the market overall. If you want to understand the lore behind a move like this so you're not the one caught by surprise when things start moving, then don't forget to subscribe because this is exactly the kind of setup I break down every single day. And once Arthur Hayes makes his next move, or the second his AI call and BitTensor actually go head-to-head, I'll have that breakdown ready for you. Here is one thing I want to leave with you. The smart money positions while everyone else is distracted or just too sad or too bored to pay attention. Arthur Hayes just told you with his own money that the AI flip is coming. The only thing left to decide is whether he pointed at the right project or whether the real one is the network that I just talked about. I know where I stand, so let me know what you guys think in the comments below. I read every single one. I hope you guys enjoyed the video, and I'll see you in the next one.

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