Arthur Hayes

Tom Lee, founder of Fundstrat, and Arthur Hayes, former CEO of BitMEX, dive into how crypto is reshaping Wall Street. They discuss Bitcoin's soaring price and Ethereum's resurgence fueled by institutional investment. Tom shares bold price targets, projecting BTC could hit $200–250k and ETH $10–12k. Arthur critiques leveraged ETFs while advocating for perpetual swaps, and they both underscore the transformative role banks could play as on-chain tech firms. The duo also explores the implications of Tether's rise as a potential game changer in the banking landscape.

Arthur Hayes, the former CEO of BitMEX and a renowned crypto commentator, shares his insights on impending market shifts. He predicts a massive market crash by 2030, followed by an AI-driven recovery. Hayes discusses how monetary policy and political influences shape market conditions, emphasizing the need to buy assets like Bitcoin while avoiding leverage. He also outlines societal risks posed by AI and geopolitical tensions, highlighting the U.S.’s resilience despite debt and the disruptive potential of stablecoins.

Arthur Hayes, co-founder of BitMEX and a bold voice in macroeconomics, discusses the tense intersection of money printing and inflation. He highlights how monetary policies create a K-shaped economy, leaving many behind while benefiting asset owners. The conversation dives into the escalating impact of AI, including job losses and potential political instability. Hayes warns that the speed of AI disruption may outpace fiscal crises. He also emphasizes the importance of pragmatic financial strategies in navigating this evolving landscape.

Arthur Hayes, the former CEO of BitMEX and adept crypto macro analyst, shares his insights on Bitcoin's recent decline and forecasts an impending market surge fueled by liquidity. He explains how ETF dynamics have masked underlying liquidity issues and why he believes the market's bottom is already in. Arthur emphasizes the importance of focusing on U.S. dollar liquidity and offers guidance for retail investors on navigating altcoins and avoiding pitfalls of leverage. He also discusses the bullish implications of current financial policies and economic trends.

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.