Maelstrom Chief Investment Officer Arthur Hayes stated during his on-site speech at the 2026 Bitcoin Las Vegas Conference on April 27 that he has shifted to a bullish stance on Bitcoin and predicts that Bitcoin will reach $125k by the end of the year, driven by AI-powered hidden credit deflation, the Federal Reserve's policy transition to new Chair Kevin Warsh, and structural changes in American commercial banks absorbing government debt.

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OutsiderOfZhiyuandao
· 05-01 11:27
Kevin Warsh stepping up? Does that mean Powell is leaving?
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Can'tSleepWithoutSigningThe
· 05-01 05:46
Commercial banks buy government bonds; isn't this just shifting the risk onto depositors?
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GateUser-e56dabd4
· 04-29 04:38
Maelstrom Chief Investment Officer Arthur Hayes stated during his on-site speech at the 2026 Bitcoin Las Vegas Conference on April 27 that he has shifted to a bullish stance on Bitcoin and predicts that Bitcoin will reach $125k by the end of the year, driven by AI-powered hidden credit deflation, the Federal Reserve's policy transition to new Chair Kevin Warsh, and structural changes in American commercial banks absorbing government debt.
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WalletPermissionAdministrator
· 04-29 02:54
The live atmosphere in Las Vegas must be very FOMO-inducing.
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GateUser-59fc535c
· 04-29 02:51
125k feels conservative; AI storytelling might be even higher.
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Mint-FlavoredGasFee
· 04-29 02:48
AI credit contraction from this perspective is quite innovative; I haven't heard much about it before.
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GateUser-ad8b77bd
· 04-29 02:47
Hayes is finally bullish—$125k by the end of the year. Trust first; show respect later.
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HotAirBalloonCrossingMountains
· 04-29 02:34
Does anyone understand how to specifically implement the term "structural transformation," which is too macro?
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BridgeBurner
· 04-29 02:34
Just take Hayes's words with a grain of salt; he also called for 100k last year and then dumped the market.
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