Arthur Hayes flipped max long on crypto in August with ETH to 5,000 dollars by year end, Bitcoin toward 150,000, and Ethena at a 5x, and the reasoning behind it comes down to one Fed meeting in July that told him the liquidity spigot was back on.
This conversation covers why he thinks the Fed is now structurally trapped into printing to finance 40 trillion in rolling debt, why Ethereum is the only settlement layer institutions will actually use, what is really happening with the AI capex trade and the liquidity it absorbed, and the specific kill switch that would take him back to cash.
He also walks through his new AI agent project and why he thinks the cycle peaks in late 2027 or early 2028.
X – https://x.com/cryptohayes
Web – https://www.cryptohayes.com
Substack – https://cryptohayes.substack.com/
LinkedIn – https://www.linkedin.com/in/arthur-hayes-b493b42/
Instagram – https://www.instagram.com/cryptohayes/
Maelstrom Fund:
LinkedIn: https://www.linkedin.com/company/maelstromfund
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0:00 The Man Who Invented The Perp
0:50 Why He Flipped Max Long
2:30 The Fed Meeting That Changed It
4:41 Japan And The Yen Problem
6:25 Trapped Into Printing Forever
8:08 Ethereum Is The Settlement Layer
11:20 The Ethena Thesis
17:00 Privacy And Zcash
17:57 The AI Agent Currency Play
23:38 Did AI Steal All The Liquidity
27:47 Why The Peak Is Late 2027
28:23 His Kill Switch
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