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. ==================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ==================== Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp ==================== Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital. ==================== 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