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Arthur Hayes Is Betting Everything On This

Lark Davis, guest Arthur Hayes · · 30:26 · Watch on YouTube

As of . Updated hourly as new videos are read.

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.