Arthur Hayes recently argued that the altcoin season never actually stopped; instead, he said it has become “nuanced” and “decoupled.” Market data from much of 2025 supports this view, showing massive gains in certain niches while others stagnated. The Altcoin Disappointment and Hayes’ Counter-Narrative As 2025 draws to a close, bargain-hunting investors are frustrated that […]
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Arthur Hayes Sees Mega Crypto Bull Run Beyond AI Encryption Fears
Key TakeawaysHayes compares 2026 AI fears with three earlier periods of disruption.His separate AI-bust thesis anticipates multitrillion-dollar support.His earlier bitcoin...













