# Arthur Hayes Says AI Layoffs Are Coming for the Banking System | Markets Outlook

Page: https://stenobird.com/podcast/coindesk-podcast-network-334494/arthur-hayes-says-ai-layoffs-are-coming-for-the-banking-system-markets-outlook
Text version: https://stenobird.com/podcast/coindesk-podcast-network-334494/arthur-hayes-says-ai-layoffs-are-coming-for-the-banking-system-markets-outlook.md
Podcast: [CoinDesk Podcast Network](https://stenobird.com/podcast/coindesk-podcast-network-334494)
Published: 2026-05-14T17:40:00+00:00
Episode link: https://traffic.megaphone.fm/CDI3740758726.mp3
Audio file: https://traffic.megaphone.fm/CDI3740758726.mp3
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Duration seconds: 1003

## Resource

At Consensus Miami, BitMEX co-founder and Maelstrom CIO Arthur Hayes joins CoinDesk Live to break down why AI-driven layoffs could create the next banking crisis and how bitcoin is already pricing it in. He also shares his updated BTC price target, his conviction bet on Hyperliquid, and why he thinks crypto regulation misses the point entirely. - 00:00 - Q1 No-Trade Zone and What Changed Arthur's View 02:34 - AI Layoffs, Over-Leveraged Economy, and the Coming Banking Crisis 04:57 - Why the Fed Is Missing the Problem and What Bitcoin Is Signaling 06:09 - Crypto Regulation, the CLARITY Act, and Why Arthur Doesn't Care 08:29 - Bitcoin $125K Target and the Money Printing Thesis 09:26 - Hyperliquid, Hype $150 by August, and Why Trading Apps Win 15:23 - Prediction Markets, Zcash, and Why Altcoins Will Never Die

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## Transcript

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