INTERVIEW: @CryptoHayes - The AI Crash That Could Send bitcoin:native to $1M
Arthur thinks the AI trade is sucking the oxygen out of crypto, and the real opportunity may come after the AI bubble cracks.
Inside the episode:
- AI CapEx mania
- Why ethereum:native looks cheap
- Oil as the macro bear case
- “The Fed can’t print Moore’s Law”
- How an AI credit event could send money back into crypto
- Why @HyperliquidX can challenge @binance
- Why the inventor of perps says not to use leverage
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TIMESTAMPS
0:00 Why Arthur Sold HYPE, NEAR and ZEC
4:26 The AI Trade Starts to Look Crowded
6:25 How Arthur Is Positioned Now
7:15 Crypto’s Strange Market Dispersion
11:09 Oil, Iran and the Fake-Out Risk
14:16 Why the Iran Deal May Not Be Durable
17:29 Can AI Survive Higher Oil?
21:20 The AI Bubble Thesis
26:11 China’s Cheap AI Threat
30:38 The Credit Event Arthur Is Watching
35:51 The 2028 Perfect Storm
39:45 Why AI Is Draining Crypto’s Bull Market
44:28 Arthur on Inventing Perps
48:11 Why Perps Could Eat Wall Street
51:18 Socialized Loss Explained
53:21 Onshore vs Offshore Perps
55:50 Why Hyperliquid Can Flip Binance
56:30 The Perp Inventor Does Not Use Leverage
For some reason, many people will hate you for even trying to make the future better.
Stay focused on your vision, and don’t focus on comments or articles about you. Find good people around you that can give you valuable input instead.
Join me at https://t.co/Tc8iajLiWu this Wednesday, at 12pm EST, ill be talking about our current new features, the current beta tests of our next level decentralized encrypted direct messaging on the verge network, and probably more :) ps: thanks to everyone who has been testing with me,
Today May 8, 2026 marks the anniversary of the birth of the @USNavy aviation, and the anniversary of Victory in Europe over forces of evil. Now today also marks a beginning into our exploration of the universe. God bless the USA!
Tragic news. David was an inspiration to many thousands. He had the potential to wake up the sleeping masses. The circumstances of his death are bizarre. Was he targeted in some way to take his own life?