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Bankless
How to Prepare for the 2025 Bull Market | Arthur Hayes
Nov 11, 2024
Arthur Hayes, co-founder of BitMEX and CIO of the Maelstrom Fund, dives into the financial landscape, discussing what he's buying for 2025. He believes the U.S. election won’t affect money printing, which he predicts will surpass COVID stimulus. The conversation touches on the looming Chinese property bubble and the Fed's impact on the economy. Hayes also shares insights into his crypto portfolio and the evolving role of Ethereum as a potential monetary asset, setting the stage for the upcoming bull market.
01:15:53
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Quick takeaways
- The outcome of elections in the U.S. will not impact cryptocurrency markets as central banks continue to print money regardless of political shifts.
- Arthur Hayes forecasts that the impending Chinese property bubble will lead to unprecedented liquidity injections, surpassing previous COVID-19 stimulus efforts.
Deep dives
Election Outcome Irrelevance
The speaker emphasizes that the outcome of elections, particularly in the context of the U.S., is largely irrelevant to the overarching dynamics influencing the economy and cryptocurrency markets. They argue that regardless of whether Trump or Harris were to win, the fundamental regulatory environment and macroeconomic situation remain unchanged. The underlying belief is that the achievements of Bitcoin and Ethereum are not primarily driven by regulatory capture, but by their technological advancements and market demand. This perspective suggests that political outcomes do not significantly affect the trajectory of these digital assets.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode