Bitcoin billionaire Arthur Hayes named his two favorite altcoins and shared the only condition for BTC price growth!

Arthur Hayes, Chief Investment Officer of Maelstrom and co-founder of BitMEX, shared his views on the current macroeconomic situation, Bitcoin price movement, and his new favorite portfolio assets in an exclusive interview with Anthony Pompliano.

Hayes made striking statements on a wide range of topics, from deflationary pressure created by artificial intelligence (AI) to the consequences of geopolitical risks in the Middle East.

Hayes describes recent Bitcoin price fluctuations as a “global liquidity anxiety.” According to the well-known investor, Bitcoin’s price is being held back by a lack of new money entering the markets.

Hayes stated that Bitcoin is the most credit-sensitive asset and that he does not expect significant growth until central banks begin a large-scale money-printing campaign.

Hayes notes that while AI increases productivity, it also leads to significant job losses. He argues that AI agents are replacing mid-level engineers, which could make debt servicing (repaying loans) impossible in the U.S. economy, which is based on consumer spending. According to Hayes, this process could lead to a collapse of the banking system and force the Federal Reserve to print money again to save it.

Arthur Hayes stated that more than 90% of his wealth is concentrated in Bitcoin, but if he had cash right now, he would consider other opportunities instead of buying more Bitcoin. The main assets in Hayes’ focus are:

• Zcash: Unlike Bitcoin, it provides full privacy, which is why Hayes is very bullish on it. It is believed that as the need for privacy on the internet increases, the value of Zcash will rise.
• Hyperliquid: Hayes claims that Hyperliquid, operating as a decentralized exchange (DEX), is an “existential threat” to giants like Binance and Coinbase. He especially highlighted that innovations such as 24/7 oil trading are fundamentally changing the rules of the game.

Distancing himself from pro-crypto promises by Donald Trump, Hayes argued that cryptocurrencies do not need institutional money or legal regulation. Reminding that Bitcoin did not need such regulation in 2009 or 2018, Hayes said:

“If Bitcoin doesn’t have a retail (individual) aspect, Bitcoin is worth nothing. There is no need to devalue it for the sake of institutionalization.”

See also: "Why Arthur Hayes Likes Zcash and Predicts Its Price Growth"

#Zcash #Hyperliquid (HYPE)

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