Bitcoin Is Going To $250,000 (Here's Why) | Arthur Hayes

Arthur Hayes is the CEO of Flop Labs and CIO of Maelstrom. In this conversation, we break down Treasury Secretary Scott Bessent's money printing playbook, the controversy around Stanley Druckenmiller's AI-written op-ed, and why bitcoin got overshadowed by the AI trade in 2025. We also discuss gold's next move, how Arthur allocates across bitcoin, gold, and public equities, and his new project tokenizing AI compute itself.

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• 0:00 - Intro
• 1:09: - Bessent, Treasury printing & Druckenmiller's op-ed
• 7:21 - Bitcoin & gold's reaction to money printing signals
• 10:06 - Real estate, land & inflation hedges
• 12:55 - Bitcoin's next 12 months & why it lagged AI
• 17:49 - Bitcoin adoption catalysts & sovereign buyers
• 20:49 - Gold's outlook, portfolio allocation & public equities
• 26:14 - Stablecoins, tokenization & real world assets
• 30:15 - ETH will have a hater rally?
• 31:47 - Hyperliquid & Arthur's most asymmetric bet 
• 34:33 - Flop: tokenizing AI compute
• 46:17 - Money printing, scarcity vs abundance & closing thoughts