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Arthur Hayes at Bitcoin 2026:
• "Artificial intelligence may replace accountants and lawyers, and I look forward to Claude taking on this job."
• "The liquidity situation in the medium term will become positive, laying the foundation for growth in risky assets."
• "The Fed will take all necessary steps to support demand for U.S. government debt. The Federal Reserve will start printing money regardless of inflation levels."
• "I believe the current 'sideways' phase has already passed. My year-end target is $250 000, and in case of a strong rally, Bitcoin could rise above $100 000."
Awaiting injections from the Fed, Hayes is increasing his portfolio by 95% without leverage. At the same time, he considers risks related to the war in Iran and potential mass unemployment due to the deployment of AI agents.
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