Arthur Hayes Says AI Layoffs Are Coming for the Banking System | Markets Outlook

Arthur Hayes Says AI Layoffs Are Coming for the Banking System | Markets Outlook

May 14, 2026 · 17 min

About this episode

Arthur Hayes discusses the potential impact of AI layoffs on the banking system and bitcoin's response to it.

At Consensus Miami, BitMEX co-founder and Maelstrom CIO Arthur Hayes joins CoinDesk Live to break down why AI-driven layoffs could create the next banking crisis and how bitcoin is already pricing it in. He also shares his updated BTC price target, his conviction bet on Hyperliquid, and why he thinks crypto regulation misses the point entirely. - 00:00 - Q1 No-Trade Zone and What Changed Arthur's View 02:34 - AI Layoffs, Over-Leveraged Economy, and the Coming Banking Crisis 04:57 - Why the Fed Is Missing the Problem and What Bitcoin Is Signaling 06:09 - Crypto Regulation, the CLARITY Act, and Why Arthur Doesn't Care 08:29 - Bitcoin $125K Target and the Money Printing Thesis 09:26 - Hyperliquid, Hype $150 by August, and Why Trading Apps Win 15:23 - Prediction Markets, Zcash, and Why Altcoins Will Never Die

People in this episode

Host: CoinDesk

Guest: Arthur Hayes

Topics covered

Keywords

Mentioned in this episode

Organizations: BitMEX, Hyperliquid, Fed, Zcash

Books & works: CLARITY Act

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