Arthur Hayes: 21 Weeks Later
The Iran war, AI replacing knowledge workers, and a new Fed Chair pick have markets confused. Arthur Hayes thinks most macro analysts are reading the tea leaves wrong. In this presentation, the BitMEX co-founder walks through why he's turned bullish on Bitcoin, why Kevin Warsh isn't the hawk people fear, and how a quiet April 1st banking regulation could unleash trillions in fresh credit. Hayes lays out a year-end Bitcoin target of $125,000 and explains the wartime money-printing thesis driving him there. Subscribe for more macro analysis from the Bitcoin Conference stage.Click here to get 10% off bitcoin 2026 Conference in Las Vegas: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=YT10
🔶 Arthur Hayes - BitMEX co-founder & CIO of Maelstrom
CHAPTERS
0:00 Why "21 Weeks Later" — Arthur Hayes' Bullish Setup
1:30 Reading the Iran War Through the WTI Oil Spread
3:00 AI Deflation and the Knowledge Worker Job Loss Thesis
4:30 Bitcoin vs. NASDAQ vs. SaaS Stocks Since October
6:00 Why AI Is the New Subprime Crisis
7:30 Kevin Warsh as Fed Chair: Hawk or Dove?
9:00 The Fed-Treasury Balance Sheet Swap Explained
10:30 $38 Trillion in Debt and Wartime Spending
12:00 The April 1st ESLR Regulation and $1.3T in New Loans
13:30 Why Bitcoin Breaks Out to $125,000
#ArthurHayes #Bitcoin #BitcoinConference #BitcoinMagazine #BitMEX #Macro #MoneyPrinting #FederalReserve #KevinWarsh #ScottBessent #ESLR #AIDeflation #WartimeEconomy #IranWar #DollarLiquidity #BitcoinBreakout #BankLending #TreasuryDebt #FedBalanceSheet #JPMorgan #Citibank #BitcoinPrice #Bitcoin125k #USDebt #BitcoinMacro
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions. Receive SMS online on sms24.me
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