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Allan Marshall
CEO of Upexi, a Solana-based digital asset treasury; brings operator and Wall Street experience and discusses treasury structuring, staking revenue, and risk management.
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Oct 12, 2025
• 54min
$1,000,000 Bitcoin & The Death Of The 4-Year Cycle | Arthur Hayes & Allan Marshall
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Arthur Hayes, former BitMEX co-founder, shares his audacious $1M Bitcoin thesis, attributing Bitcoin’s future more to fiat liquidity than traditional halving cycles. Allan Marshall, CEO of Upexi and a Wall Street veteran, discusses the saturated market of digital asset treasuries and the risks of leverage. The duo dissects the implications of monetary policy on crypto, arguing that government printing fuels potential market rallies, while cautioning about mismanagement. They analyze how regulatory clarity could affect institutional flows and the landscape of digital assets.
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