Bitcoin Is Going To $250,000 (Here’s Why)

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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⏰ TimeStamps:
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

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