Sizing Portfolios: A Barbell Between Crypto and TradFi

Arthur Hayes explains why Bitcoin is heading to $1M, his timeline for the 2028 peak and 2029 crash, why he keeps majority of his wealth in Bitcoin, and his complete framework for building crypto wealth. 

THE SHIFT NEWSLETTER

💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter

PARTNERS

🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/

🅿️  Paradex is building the future of open finance with an intuitive, permissionless trading platform that puts users in full control of their assets while delivering the lowest costs, fastest execution, and access to vast markets - all in one place.

The Money Badgers Genesis NFT collection drops in Q4. Spots are limited - get yours now 👉 https://app.paradex.trade/wl/resilientrogueqv

💳 KAST is a global financial platform that enables users to manage and spend stablecoins and cryptocurrencies using a Visa Card or Apple Pay. Available in over 100 countries: https://go.kast.xyz/VqVO/SHIFT

🔓 Trezor is the safest cold storage wallets for crypto security and financial independence.

Buy your Trezor Wallet (use PROMO Code from the video for a 10% discount): https://trezor.io/?transaction_id=1026f18ed46409e495c6db4bff90ab&offer_id=133&affiliate_id=35356

🌱 Bitwise Asset Management is the crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more.

https://bitwiseinvestments.com/

💧Sui is a first-of-its-kind Layer 1 blockchain and smart contract platform designed to make digital asset ownership fast, private, secure, and accessible.

https://sui.io/

★ Forza! is Coinsilium's Gibraltar-based Bitcoin treasury company. Coinsilium’s shares are traded on the Aquis Stock Exchange (AQUIS:COIN) and on the OTCQB in the US (OTCQB:CINGF).

 Find out more at https://www.coinsilium.com/

🔘 Mantle Network enhances dApp development with Ethereum's security, low fees, and quick transactions through innovative layer-2 technology. Users can stake ETH for mETH, contributing to a transparent, community-driven ecosystem governed by $MNT token holders, fostering innovation and collaboration. https://www.mantle.xyz

FOLLOW ARTHUR HAYES

Twitter: https://x.com/CryptoHayes

FOLLOW KEVIN & WHEN SHIFT HAPPENS👇

Twitter (X): https://x.com/KevinWSHPod  

Instagram:  https://www.instagram.com/kevinfollonier_ 

Linkedin: https://www.linkedin.com/in/kevinfollonier/

DISCLAIMER

The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

#Entrepreneurship #Crypto

0:00 - Introduction

1:28 - Please Subscribe

1:52 - Coffee Talk

2:45 - What’s Your Mission In Life

3:31 - Who Are You

8:53 - Macro Frameworks For Risk

11:24 - Our Valued Sponsors

12:17 - Investment Options For Others

15:36 - Stable Coins Taking Over TradFi

17:16 - Feelings About The US dollar

18:48 - View On Bitcoins Timeline

22:07 - Turning Point For Printing Money

23:02 - Bitcoin Stopping At $2 Million?

26:25 - Gold Miner Pricing Vs Everything

28:29 - Where Bitcoin Stops

28:44 - Our Trusted Partners

29:40 - Cashflow Generation

32:43 - HyperLiquid Domination

37:16 - Believer In $5000 Per Hype

38:46 - Why Is ETHFI Great Plus Ethena

42:05 - Borrowing With Volatile Assets

43:37 - Percentage Of Portfolio Trading

45:41 - Are You Happy

47:37 - Happier With More Money?

50:03 - Progress With Sports

51:01 - Something You Should Let Go

51:23 - Something To Take Away

52:26 - Advice For Feeling Stuck