Arthur Hayes, co-founder of BitMEX and CIO of Maelstrom, shares blunt views on some of the hottest topics in crypto. From Bitcoin in U.S. reserves, growing tensions between the U.S. and China, to the explosive rise of meme coins, Hayes offers a raw and unapologetic perspective.
Trump’s Bitcoin Reserve: Strategic Move or Political Theater?
Donald Trump recently added Bitcoin to the U.S. strategic reserve, but Hayes isn’t buying into the hype. To him, it’s nothing more than a campaign gimmick aimed at crypto voters ahead of the 2026 elections, with little real effort to control inflation.
“Trump needs crypto investors, but he also can’t let inflation spiral. He’ll do the bare minimum to gain their support,” Hayes explains.
Is China Already Ahead? Local Governments Quietly Mining BTC?
While the U.S. is proudly announcing its Bitcoin holdings, Hayes speculates that China might already be ahead. He believes local Chinese governments may have been mining BTC for years, possibly holding more than the U.S., which has seized roughly 200,000 bitcoins.
Bitcoin: The Next Weapon in Global Trade Wars?
With rising tariffs and intensifying geopolitical tensions, Bitcoin could become a tool for resisting financial sanctions and restrictions, especially in an era of deglobalization.
“Bitcoin will be the only way balkanized economic blocs can remain financially connected,” says Hayes.
As global capital becomes increasingly restricted, BTC could become the default currency for cross-border interactions in a fragmented world.
Bitcoin Losing Its Soul on Wall Street?
Despite the rise of ETFs and growing institutional interest, Hayes warns that Bitcoin is losing its rebellious roots and risks becoming just another Wall Street asset.
“Bitcoin is a bearer asset with fixed supply—not subject to government manipulation. It’s the opposite of anything in TradFi,” he argues.
Can Banks Kill Tether? Hayes Says No
Asked whether regulators or banks could bring down Tether, Hayes is clear: Tether is too big to fail. Shutting it down would disrupt U.S. Treasury markets.
“Tether is mostly used outside the U.S. Its dominance isn’t going anywhere,” he asserts.
Meme Coins: Disruptors or Just Internet Fun?
Meme coins, Hayes says, redirect capital away from traditional investments. The younger generation is no longer interested in buying stocks—they’re going all-in on Doge, Pepe, and Shiba.
“Meme coins undermine the ability of older generations to offload their assets onto the youth.”
With the 2026 election cycle heating up, Hayes expects a meme coin war, as politicians issue their own tokens to raise funds and appeal to young voters.
CBDCs vs. Meme Coins: Who Wins?
While meme coins may rule the culture, governments have one unbeatable card—taxation. If states demand taxes in CBDC, adoption will be forced.
“If governments demand CBDC for taxes—and enforce it with guns—it will win. Meme coins can’t compete with that,” Hayes warns.
Next Crypto Black Swan? A Global War
After accurately predicting the 2023 banking crisis, Hayes now points to something far darker: a possible nuclear conflict between NATO and Russia.
“Europe is preparing for war. What if that leads to a nuclear exchange?” he asks.
AI Meets Crypto: Agents Will Run Your Finances
Looking ahead, Hayes predicts a world where AI agents manage every financial transaction, both on-chain and off-chain.
“People will rely on AI agents for all financial actions—whether in crypto or TradFi,” he concludes.
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