Bankless · 2026-06-22 · 58 min
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. - SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 - BANKLESS SPONSOR TOOLS: POLYMARKET | #1 PREDICTION MARKET OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE METAMASK | DOWNLOAD NOW BRIX | EMERGING MARKET YIELD BITGET | TOKENIZED STOCKS 2.0 THE DEFI REPORT | ONCHAIN INSIGHTS - 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?
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