Crypto Bull Market Underway

In an interview with The Rollup, Hayes said the next crypto bull market is already underway, driven by a liquidity boom tied to AI capex and renewed demand for financial privacy.

Hayes argues governments in the U.S., China and Europe will keep printing money to fund AI infrastructure and national defense, with that liquidity leaking into Bitcoin and select crypto assets.

His strongest crypto themes are:

Crypto Moving Back To Fundamentals

NEAR co-founder Illia Polosukhin said crypto is moving back toward fundamentals: revenue, users, real products and token economics.

He said blockspace has become a commodity, while privacy and AI-powered agents could drive the next…

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