Arthur Hayes in Vegas: War & Credit May Push Bitcoin Higher

About this episode

Arthur Hayes discusses his updated outlook on market liquidity and Bitcoin's potential rise amid geopolitical tensions and fiscal changes.

Arthur Hayes updated his outlook on market liquidity and Bitcoin’s trajectory in his keynote, “21 Weeks Later,” delivered at the Bitcoin 2026 Vegas conference. Hayes argued that the market had previously been driven by an “AI deflation” thesis: AI boosts efficiency and puts pressure on high-paid white-collar jobs, which could weaken bank credit quality and weigh on Bitcoin and other risk assets. B... 去小宇宙查看完整单集简介 在小宇宙查看该单集文稿

People in this episode

Guest: Arthur Hayes

Topics covered

• market liquidity
• Bitcoin trajectory
• geopolitical tensions
• fiscal expansion
• credit creation
• AI deflation
• bank leverage

Keywords

• Bitcoin
• market liquidity
• AI deflation
• credit creation
• geopolitical tensions
• fiscal expansion
• bank leverage

Mentioned in this episode

Organizations: Bitcoin 2026 Vegas conference, Fed

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