Bankless How to Prepare for the 2025 Bull Market | Arthur Hayes
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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.
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Crypto's Drivers
- Crypto's value comes from its superior technology and money printing.
- Regulations and politicians don't significantly impact crypto's long-term trajectory.
Election Impact
- The election outcome determines the speed of money printing, not its inevitability.
- Unified government prints faster; divided government needs a crisis to justify printing.
Recent Crypto Cycle
- A crypto bull market occurred due to increased liquidity from late 2022 to early 2024.
- This bull market wasn't as broad-based as previous cycles, with fewer altcoins experiencing significant gains.