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Shownotes
Arthur Hayes is back on Bankless, and he’s taking the W off the table. After selling HYPE, NEAR and ZEC, Arthur walks through why the AI trade started to look less asymmetric, why oil and geopolitics may still be the bear case no one wants to price, and why ETH may offer one of the cleaner setups in crypto today. Then the conversation turns bigger: AI capex, circular revenue, China’s cheap models, GPU depreciation, and the moment Arthur thinks the Fed discovers it can’t print Moore’s Law.
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TIMESTAMPS
Why Arthur Sold HYPE, NEAR and ZEC
The AI Trade Starts to Look Crowded
How Arthur Is Positioned Now
Crypto’s Strange Market Dispersion
Oil, Iran and the Fake-Out Risk
Why the Iran Deal May Not Be Durable
Can AI Survive Higher Oil?
The AI Bubble Thesis
China’s Cheap AI Threat
The Credit Event Arthur Is Watching
The 2028 Perfect Storm
Why AI Is Draining Crypto’s Bull Market
Arthur on Inventing Perps
Why Perps Could Eat Wall Street
Socialized Loss Explained
Onshore vs Offshore Perps
Why Hyperliquid Can Flip Binance
The Perp Inventor Does Not Use Leverage
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RESOURCES
Arthur Hayes
x.com/CryptoHayes
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