"Most People Have No Idea What Is Coming": Arthur Hayes | Bitcoin Prediction 2026

本站添加: 2026-05-28

[00:00:00]At the end of the day, if you're talking about a big asset with a very simple narrative, is there more fiat [music] tomorrow than today? Therefore, I go up.

[00:00:07]Then I think that is Bitcoin. That is the beta. If anything, you should be performing better than than Bitcoin, whether it's an AI stock or real estate or whatever. Your performance bench benchmark has [music] to be Bitcoin because it's liquidity addition that's driving [music] the majority of your returns. And so, if you can't beat Bitcoin, then you shouldn't be investing in that. [music] If we want to have that explosive bull market in Bitcoin and other other crypto assets, we need a policy panic.

[00:00:32]And I think we're almost there. But it doesn't mean that Bitcoin goes up. It could go from 75 to 70,000. Um if the 10-year starts like ripping towards 5% in a volatile fashion. But this is the recipe. We're almost at that point where you get this massive panic due to bond market fundamentals and volatility, and you get a massive policy response in the United States and other places around the world. [music] And then According to Arthur Hayes, governments creating enormous quantities of money to support the world economy may be the cause of the next Bitcoin boom rather than just cryptocurrency innovation. Central banks may be compelled to add trillions of dollars of fresh liquidity to the system once more as debt levels climb, bond markets deteriorate, and financial strain increases throughout major countries. He cautioned that the world is about to enter a perilous period in which governments will need to keep taking on large debt in order to maintain faltering economies and control escalating financial volatility. Every banking crisis, market panic, or economic shock raises the possibility of emergency central bank involvement, which would flood markets with even more liquidity, according to Hayes. He thinks that while Bitcoin's position as a hedge against inflation and currency depreciation is strengthened, the ongoing growth of fiat currencies is gradually eroding trust in established financial systems. If you're intrigued by bold predictions and deep financial insights, make sure to like this video, subscribe to the channel, and turn on notifications for more engaging content.

[00:01:55]Thank you for your support, and enjoy the video.

[00:01:57]>> Do you think this next bull market is going to be like unlike others? No, it's the same. It's the same ingredients.

[00:02:02]There's There's money printing.

[00:02:03]Why we are printing money, you can debate the cause, but at the end of the day, >> [music] >> globally, not just, you know, advanced Western economies, everyone's going to try to print money.

[00:02:14]Uh one of my favorite um derivative traders, and I'm an LP in his fund, David Dredge, calls it the 100 The Hunger Games.

[00:02:20]Everybody's got the same problem. I've got to print this money to placate some particular part of my population, but there's only so much capital investable capital to go around. Only There's only one United States [music] that can issue bond, and they're going to cram it down everyone's throat, and you've got to kind of find your your crack to issue your debt. So, it's The Hunger Games of debt issuance. But at the end of the day, the aggregate amount of fiat will be higher than it is today, and that would That is what powers >> [music] >> a fixed-supply asset like Bitcoin. I mean, I think AI stocks was, you know, some of the supply suppliers, and maybe not Nvidia and TSMC, cuz they're such a They're enormous massive entities, right? Nvidia is bigger than most countries in the world in terms of its market cap.

[00:03:00]But I do think, [music] you know, there's going to be the Sandisk of the world that went up 50x in a year, right?

[00:03:04]There's going to be another critical choke point identified in this um flow chain of, you know, AI economy, and these stocks are going to do really, really well. And so, yes, if you are a stock picker in sort of the AI supply chain, I think that you will vastly outperform um Bitcoin. But again, it's [music] not It's not very easy. You know, I've dabbled at it in my stock portfolio, which is a fraction of the size of my crypto portfolio. But at the end of you're talking about a big asset with a very simple narrative, is there more fiat tomorrow than today?

[00:03:37]Therefore, I go up. Then I think that is >> [music] >> Bitcoin. That is the beta. If anything, you should be performing better than than Bitcoin, whether it's an AI stock, or real estate, whatever. Your performance bench- benchmark has to [music] be Bitcoin, because it's liquidity addition that's driving the majority of your returns. And so if you can't beat Bitcoin, then you shouldn't be investing in that.

[00:03:59]So right now, I think it's almost at the policy panic. And this is like the event that we all have been waiting for. You know, what does a policy panic look like? A policy panic looks like the um bank term funding program in 2023 when two three banks failed in two weeks, right? And overnight Yellen and Powell essentially nationalized the entire US banking system, Right? This is what you call by the kind of whatever it was. Yeah, a policy panic looks like April 10th, 2025 when uh Trump and Bessant sort of [music] backed off the tariffs, the maximal maximalist tariffs almost immediately declared the 90-day ceasefire with China and all that sort of stuff, and then stocks [music] and things ripped. If we want to have that explosive bull market in Bitcoin and all the other crypto assets, we need a policy panic. And I think we're almost there. But it doesn't mean that Bitcoin goes up. It could go from 75 to 70,000.

[00:04:53]Um if the 10-year starts like ripping towards 5% in a volatile fashion. But this is the recipe. We're almost at that point where you get this >> [music] >> massive panic due to bond market fundamentals and volatility, and you get a massive policy response in the United States and other places around the world, and then that's it. They're done.

[00:05:14]They've got the excuse to do what they've always wanted to do.

[00:05:17]And now it's [music] just, you know, a massive printing exercise for a year or two. And that's what carries Bitcoin to 126,000 to whatever level it's going to get to on the upside before >> [music] >> we come to our senses again and then it goes down.

[00:05:28]>> cryptocurrency boom might not be fueled by hype cycles, speculation, or memes.

[00:05:32]According to Arthur Hayes, artificial intelligence and the rising demand for processing power worldwide may instead drive the future of cryptocurrency.

[00:05:40]Hayes contends that completely new digital economies may form around blockchain networks created especially for AI infrastructure. Investors are starting to concentrate on cryptocurrency projects connected to AI infrastructure and practical applications, even as Bitcoin continues to dominate the market as the dominant fixed supply digital asset. Hyperliquid is one project that is receiving a lot of attention. Its HuPay token has increased by over 70% in 2026, making it one of the strongest performing large cap cryptocurrencies this year.

[00:06:08]Hyperliquid had a different approach than many cryptocurrency businesses that fail due to significant venture funding selling after debut. In order to maintain long-term value for holders rather than early investors cashing out, the system used almost all of its earnings to repurchase its own tokens.

[00:06:23]Please take a moment to like this video, subscribe to the channel, and enable post notifications for future Bitcoin, macroeconomic, and digital asset content before we go any further. Now, let's get into his powerful predictions.

[00:06:35]Stablecoins will win that race, or Bitcoin, or something else? [music] So, I mean, I have a theory on this, and I think the AI agents want, at the end of the day, what do AI agents eat? They eat raw compute.

[00:06:46]>> [music] >> They don't need tokens. Tokens is just a layer a layer above that. And yes, [music] Bitcoin Bitcoin represents electricity at the end of the day.

[00:06:54]That's what the derivative of Bitcoin is on a kilowatt hour, and what [music] work that can do. An AI cares about, you know, floating point operations per second or per period of latency.

[00:07:05]That is their currency. So, I think that yes, Bitcoin is probably the best approximation of that right now. There will be a AI commodity token that represents um floating point operations per second closer than a token does. And that is what is going to be the currency of the AI economy. We don't have that yet, um but I think that if I think about it in a theoretical perspective, I think that is what is coming for the AI economy.

[00:07:30]And then we'll price everything else off of that. You know, AI is just some might use Bitcoin because [music] you know, maybe they need to interface with a human, and the human wants Bitcoin. Uh doesn't want this other currency. But I think there is a space for that type of currency. It will be cryptographic in nature. It will be on a public blockchain. It will not be a US dollar stablecoin, in my opinion. Like, do you look at that the crypto ecosystem as being slightly dead?

[00:07:53]No, because I think Hyperliquid was the best performing >> [music] >> shitcoin of the last cycle of a particular size, right?

[00:08:00]And I think the Hyperliquid team did what they needed to do. And the most important thing they did was they built a successful product. A lot of people will build successful products. The problem with most crypto projects, and I see this a lot of the companies that I advise, >> [music] >> is you do not give any of the economic value created at the protocol level back to the token holders. In the fact, you create a situation where you have a bunch of early [music] investors who, for no fault of their own and their own profit maximization and their own fiduciary duties, must dump to their tokens into the market and depress the price.

[00:08:29]And so, when you list your TGE, that's the maximum price your tokens ever going to receive. Because not only do you not give any value back to the token holder, you have a bunch of investors who have to sell because they need DPI for their investors. They're their LPs. And so, this is why tokens are down only.

[00:08:43]Hyperliquid said, "Okay, well, we're not going to have a massive VCL overhang.

[00:08:47]Yes, we have a big team overhead cuz but, you know, Jeff and the team do need to get paid for the value they've created.

[00:08:53]But, we're going to take 97% of the revenues and going to buy back our own token.

[00:08:56]And we're a very profitable protocol. As we know, trading fees from exchanges is the the perfect killer app for crypto.

[00:09:02]So, that's why it's done so well.

[00:09:04]But, for you know, for various reasons, most teams choose not to copy that model. Whether it's they need to, you know, get an investment from a large VC fund, and this is just not the way in which a large VC fund wants you to operate. I've gotten that pushback from a lot of project. Well, you know, we have such and such brand name VC, and I, you know, and I said, "Yeah, we should just unlock all our tokens or whatever."

[00:09:24]And they said, "No, no, no, we can't do that." Well, I'm like, "Okay, well, then good luck. Your coin's going to zero."

[00:09:28]"Oh, no, we can't give the money back to the to the token holders because of, you know, whatever reason." Okay, great. I understand. Don't care. I'm not If I'm not getting any money, I'm not I'm not going to own your token. Down only, right? And so but hyperliquid, completely different situation and that's why it's performed so well. And so I think after this experiment we've been running with different ways of capital formation in the crypto capital markets since really 2017 in the ICO bull, we as shitcoin investors have gotten a lot more mature and a lot more demanding.

[00:10:00]You can't just put a white paper on the internet and get our money. You can't [music] just have a bunch of I know you Yeah, you raised a $100 million pre-seed round and you got all the coolest and baddest investors >> [music] >> in the game on your cap table, that no longer is enough.

[00:10:15]I actually want to get some value as a token holder. And that's why hyperliquid's done so well and that's why the majority of these shitcoins have not done well because they didn't do that. They were their value and their, you know, pumpanomics [music] is based on old ways of doing things and we as crypto investors have matured and finally we care about cash flows coming to us as token holders, however that happens.

[00:10:38]>> Was BitMEX the first like did you create the perpetual future?

[00:10:42]Yes. So is it pretty cool to see like this stuff happening now? And even like strategy doing their perpetual preferreds and like is it cool to see the thing that you created becoming like serious financial tools? I think [music] it's great. You know, I'm super proud. I think everyone at BitMEX who worked on this thing back in 2016 should be proud of the movement that we created, that we have, you know, centralized exchanges who are in bed with the regulators running scared because a team of 11 people are able to outcompete them and build a better product.

[00:11:11]>> cryptocurrency boom might not be fueled by hype cycle speculation or memes.

[00:11:16]According to Arthur Hayes, artificial intelligence and the rising demand for processing power worldwide may instead drive the future of cryptocurrency.

[00:11:23]Hayes contends that completely new digital economies may form around blockchain networks created especially for AI infrastructure. Investors are starting to concentrate on cryptocurrency projects connected to AI infrastructure and practical applications, even as Bitcoin [music] continues to dominate the market as the dominant fixed supply digital asset.

[00:11:41]Hyperliquid is one project that is receiving a lot of attention. It's HUP token has increased by over 70% in 2026, making it one of the strongest performing large cap cryptocurrencies this year. Hyperliquid had a different approach than many cryptocurrency businesses that fail due to significant venture funding selling after debut. In order to maintain long-term value for holders rather than early investors cashing out, the system used almost all of its earnings to repurchase its own tokens. Remember to like this video, subscribe to the channel, and enable notifications if you thought his viewpoint was helpful so you don't miss any updates. We'd love to know what you think about the future of cryptocurrency markets, so please share your ideas in the comment section. We appreciate your time [music] and hope to see you in the next video.