Summary

Arthur Hayes argues that Bitcoin’s traditional 4-year cycle is dead and that endless global money printing could spark a new “supercycle,” even as BTC decouples from the Nasdaq and shoots for a mind-blowing $999,999 by 2027. He’s also dumping his $HYPE position post-unlock, sizing up Hyperliquid competitors, and weighing in on whether he’s still bullish on Ethena ($ENA).

Beyond Bitcoin, Hayes digs into lessons from the latest crypto liquidation, shares his looping strategy takeaways, and stakes a bold claim that Zcash ($ZEC) could hit $10K. Plus, he teases when altcoin season might finally kick off and dishes on the “dumbest trade” that somehow always works.

Watch on YouTube