Arthur Hayes Predictions

CIO of Maelstrom and co-founder of BitMEX

Track Arthur Hayes's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

9 forecasts 9 pending
  • Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
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9 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Arthur Hayes Gold Gold will start to perform (move higher) as capital wastage in AI buildout accelerates
See quote
[16:18] I think that we are switching into the capital wastage phase of this particular buildup and so gold and bitcoin should start to perform as more and more money needs to be funneled into this this game to keep the players afloat.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-18 2027-08-18 pending
Arthur Hayes Bitcoin Bitcoin will start to perform (move higher) as capital wastage in AI buildout accelerates
See quote
[16:18] I think that we are switching into the capital wastage phase of this particular buildup and so gold and bitcoin should start to perform as more and more money needs to be funneled into this this game to keep the players afloat.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-18 2027-08-18 pending
Arthur Hayes Ethereum Ethereum is at a good entry point and will appreciate from current levels
See quote
[15:08] just recently, we have upped our um position in Ethereum and bought some Athena, dipping my toes back in the EtherFi. So, I think these are some some good levels. Again, sentiment is despondent. this is what you want at the turn. This is the time to invest.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-18 2027-08-18 pending
Arthur Hayes AI Stocks The AI capex buildout will begin decelerating in mid to late 2027, becoming very apparent by 2028
See quote
[26:36] You wrote the announced pace of capex buildout will begin decelerating in mid to late 2027. It will become very apparent by 2028 the deceleration phase is upon us.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-18 2028-06-30 pending
Arthur Hayes AI Stocks The AI bubble will collapse (game over) sometime in 2027 to early 2028 when capex growth decelerates
See quote
[0:18] The second derivative falls and then finally city falls. The first derivative that's game over. Now I think that's going to happen sometime in let's call it 27 early 28. And when that starts happening, then it's, you know, game over for everybody.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-18 2028-06-30 pending
Arthur Hayes Money Supply / Money Printing Central banks (led by the Fed) will continue to print a large amount of money, using AI productivity as justification for keeping rates low
See quote
[19:13] everything is pointed to we are going to print a ton of money because we believe that AI productivity miracle means that we can lower rates.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-18 2027-08-18 pending
Arthur Hayes Ethereum Ethereum will reach $10,000 to $20,000 by the end of the cycle
See quote
[22:20] Ethereum is going to rip. You know, I've got a $10 to $20,000 price target for the end of the cycle.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-11-14 2026-12-31 pending
Arthur Hayes Crypto Market Altcoin season focused on profitable projects will occur in 2026
See quote
[16:19] That is the altcoin season that we're going to see, I think, in 2026.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-11-14 2026-12-31 pending
Arthur Hayes Crypto Market Zcash will reach 10% of Bitcoin's value
See quote
[9:19] My price target is 10% of the value of Bitcoin is what I'm targeting for uh my Zcash stack.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-11-14 2026-12-31 pending