Arthur Hayes Is Betting Everything On This
Lark Davis, guest Arthur Hayes · · 30:26 · Watch on YouTube
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BTC near publication: $79,6094-hour candle close · 5 Sep 2026, 12:00 UTC · BTC/USDT
ETH near publication: $2,4544-hour candle close · 5 Sep 2026, 12:00 UTC · ETH/USDT
On Bitcoin
Guest Arthur Hayes · not counted as Lark Davis' view.
Views
- Next months (next 2–6 months): Leans up (timeframe is our reading):
I could be a blow or above the target price that you hear me talk about on one of these shows. So, yeah, I think those things could happen.
▶ 01:40 - This cycle (next 6–18 months): Expects up:
But, if you talk about the next two or three years, Bitcoin will just go up more.
▶ 25:55
Their own position: Holding. I have a thesis on liquidity. If it's working, I'm long.
On Ethereum
Guest Arthur Hayes · not counted as Lark Davis' view.
Views
- Next months (next 2–6 months): Leans up (timeframe is our reading):
I could be a blow or above the target price that you hear me talk about on one of these shows. So, yeah, I think those things could happen.
▶ 01:40
Levels named
- 5k: Target (ETH trades well below its 2021 all-time high, which makes the setup attractive):
the price doesn't reflect this because it's trading at what 2400, way below its uh 2021 all-time high of 5000.
▶ 10:35
Their own position: Holding. I have a thesis on liquidity. If it's working, I'm long.
Dates named
- 2028 US presidential election, a tax-heavy Democratic candidate, undated:
What would matter sometime in 2028 is let's say that there's a AOC type Democratic candidate in the US who runs on a let's just tax people more.