Arthur Hayes on the Bitcoin Cycle, Dumping HYPE & Zcash Predictions

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Arthur Hayes is back and he’s not holding back. In this unfiltered conversation, the BitMEX co-founder breaks down why he believes Bitcoin’s 4-year cycle is over, why $BTC could still hit $999,999, and how global money printing could drive the next crypto supercycle.

From dumping Hyperliquid (HYPE) and his thoughts on Ethena (ENA), to bold predictions on Zcash (ZEC) hitting $10K, Hayes shares his raw takes on markets, altcoins, and the future of decentralized trading. This is Arthur Hayes at his most candid — don’t miss it.

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~ TIMESTAMPS ~

00:00 – Intro
02:01 – Is the 4-Year Bitcoin Cycle Finally Over?
10:43 – Does the Halving Still Impact Bitcoin’s Price?
11:10 – Blow-Off Top or Bitcoin Supercycle Ahead?
11:42 – Will Bitcoin Really Hit $999,999 by 2027?
12:15 – Bitcoin Decoupling from Nasdaq: Becoming Digital Gold?
20:30 – Wen Rari?
21:15 – Will You Buy Back $HYPE After Unlock?
24:05 – Thoughts in any hyperliquid competitors?
31:15 – Takeaways from the Massive Crypto Liquidation Event
34:28 – Buying More $ENA — Still Bullish or Taking Profits?
38:40 –Thoughts on Looping Strategy?
40:16 – Can Zcash ($ZEC) Really Hit $10K?
46:05 – When Will Altcoin Season Start?
51:00 – Family office mainstream what's driving this shifting strategy?
52:55 – The Dumbest Trade That Still Makes you wins?
53:43 – Final Thoughts & Closing Remarks

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