About this episode

Arthur Hayes discusses his views on the Federal Reserve, the AI bubble, and his investment strategies.

Arthur Hayes on his HYPE position, AI bubble, and the new Fed Chair. On today's Markets Outlook, BitMEX Co-Founder and Maelstrom CIO Arthur Hayes tells CoinDesk's Jennifer Sanasie why all roads still lead to money printing, how long the AI bubble has left, and why he has zero regrets about publicly selling his HYPE position. Plus, his reaction to Michael Saylor's Bitcoin stress test. - Timecodes: 00:00 - Arthur Hayes Joins Markets Outlook 01:30 - Arthur’s Reaction to Michael Saylor News and Strategy Business Model 02:59 - When Does the AI Bubble Burst? 03:56 - New Fed Chair Warsh's Task Forces & What It Really Means 06:58 - Uniswap & Standard Chartered's $100 Price Target 08:06 - Responding to the HYPE Selloff Drama 09:24 - HYPE vs. SOL: Which Wins? - For more commentary from Arthur Hayes: IG - https://www.instagram.com/cryptohayes/ LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/ Substack - https://cryptohayes.substack.com/ Web: https://www.cryptohayes.com X - https://x.com/cryptohayes - Maelstrom Fund: LinkedIn: https://www.linkedin.com/company/maelstromfund Web - https://www.maelstrom.fund X - https://x.com/maelstromfund - Check out CoinDesk's latest episode of…

People in this episode

Host: Jennifer Sanasie

Guest: Arthur Hayes

Topics covered

• Federal Reserve
• AI bubble
• Bitcoin
• HYPE position
• market strategy
• money printing

Keywords

• Arthur Hayes
• Kevin Warsh
• AI bubble
• HYPE position
• Bitcoin
• money printing
• Michael Saylor

Mentioned in this episode

Organizations: BitMEX, CoinDesk, Maelstrom, Standard Chartered, Uniswap

More episodes of Markets Outlook

• Inside the CASHCAT Bet That Paid $1.2 Million | Markets Outlook · July 16, 2026 · 28 min
• Ethereum Must Move Faster or Risk Losing Its Edge Says Starkware Founder | Markets Outlook · July 10, 2026 · 23 min
• Why Markus Thielen Says Bitcoin's Pain Isn't Over Yet | Markets Outlook · July 2, 2026 · 21 min
• Ethereum Is Facing A Critical Funding Gap, Says Ex-EF Member | Markets Outlook · June 25, 2026 · 18 min

Explore listener stats, chart rankings, contacts and more on the Markets Outlook podcast page.