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Unchained

Arthur Hayes and Will Clemente on How This Bitcoin Halving Is Different - Ep. 633

Apr 16, 2024
Arthur Hayes, CIO of Maelstrom and former co-founder of BitMEX, teams up with Will Clemente, co-founder of Reflexivity Research, to tackle the upcoming Bitcoin halving. They discuss how spot Bitcoin ETFs could reshape market dynamics and affect price volatility and decentralization. The duo also examines macroeconomic factors, their implications for crypto, and how new investor demographics might impact Bitcoin's trajectory. Predictions about market cycles and potential price drawdowns by year-end add intriguing layers to their analysis.
01:07:57

Podcast summary created with Snipd AI

Quick takeaways

  • Approval of spot Bitcoin ETFs impacted BTC price trajectory pre-halving.
  • Potential 'sell the news' scenario post-halving linked to macroeconomic factors.

Deep dives

Bitcoin Price Expectations Post-Having

The podcast discusses the impact of the Bitcoin halving on its price trajectory. Even though the Bitcoin price increased before the halving, there is a belief that this occurrence was influenced by factors like the approval of spot Bitcoin ETFs. It is predicted that there might be a 'sell the news' scenario post-halving, with potential future price movements dependent on macroeconomic factors.

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