Arthur Hayes Warns AI Mega-IPOs Could Trigger Liquidity Crunch for Crypto
Arthur Hayes warns that the upcoming SpaceX, Anthropic, and OpenAI IPOs, with tiny free floats and massive insider dilution, could crash share prices and widen AI corporate credit spreads. The resulting bank...
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Nov 5, 2026
Arthur Hayes Proposes Flop Network to Financialize AI Compute as an Asset Class
Arthur Hayes introduces Flop Network, a framework to financialize global computing power through FLOPS benchmarks, forward contracts, and perpetual futures, aiming to create a tradable asset class for the AI era.
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Oct 27, 2026
Arthur Hayes: AI’s Debt, Insurance’s Bomb, Bitcoin’s Fuel
Arthur Hayes argues that AI's trillion-dollar debt and the U.S. insurance industry's solvency crisis are linked pressure points. Whether governments print money to bail out insurers or buy AI compute directly, Bitcoin...
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Sep 22, 2026
Debt Expansion and Currency Reshuffling: Arthur Hayes on Crypto’s Biggest Beta Trade
Arthur Hayes argues that sovereign debt expansion and currency realignment — not protocol innovation — represent crypto's biggest beta opportunity. He highlights EUR/JPY as a key liquidity signal and outlines a positioning...
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Sep 3, 2026
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