Bankless Trading the Merge | Arthur Hayes
Sep 7, 2022
In this discussion, Arthur Hayes, co-founder of BitMEX and a prominent figure in crypto trading, shares his bullish stance on Ethereum amidst a chaotic macroeconomic landscape. He explores the inevitability of inflation, structural shifts in the economy, and the transformative impact of the Ethereum Merge. Hayes also contrasts thesis-driven trading with traditional methods, analyzing how macro factors influence crypto markets. His insights offer a unique perspective for navigating the evolving world of digital assets and personal investment strategies.
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Writing for Clarity
- Arthur Hayes writes to clarify his thinking and improve his trading decisions.
- Opening oneself up to criticism enhances decision-making and investment strategies.
Rewinding Trades
- Arthur Hayes sometimes abandons trade ideas while writing about them.
- The writing process helps him identify weaknesses in his thinking and refine his investment thesis.
Why Trade?
- Arthur Hayes trades because of his mentality and preference for active management.
- He finds buy-and-hold uninteresting despite potential returns, preferring shorter-term opportunities.