Arthur Hayes Makes Bold Call: Targeting Bitcoin-Backed Equities for Q1 2026
In a recent post on X, BitMEX co-founder Arthur Hayes unveiled his core investment focus for early 2026: increasing exposure to publicly traded companies actively accumulating Bitcoin. This move isn’t just about stock picks—it’s a calculated, leveraged play on Bitcoin’s potential resurgence.
Hayes believes that as global monetary conditions shift toward easing in 2026, capital will flood back into digital assets. Firms that have embedded Bitcoin into their treasury strategy are poised to outperform, acting as amplified proxies for BTC’s price movement.
Why These Firms Stand Out
- Consistent capacity and strategic intent to acquire BTC
- Regulated financial reporting and investor transparency
- Equity prices correlate with Bitcoin, offering multiplicative returns
- Greater tactical flexibility compared to direct crypto ownership
These companies are redefining corporate treasury models, blending traditional finance with on-chain value storage. Hayes’ approach signals a shift among elite investors—from holding crypto directly to leveraging structured equity positions for superior risk-adjusted gains.
While specific names were not confirmed, the market interprets this as strong validation of the corporate Bitcoin adoption trend. As momentum builds, such equities could become central to next-generation asset portfolios.