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, 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.

Arthur Hayes, the co-founder of BitMEX and CIO at Maelstrom, teams up with Adam Schlegel, the head of private equity at Maelstrom, to discuss a $250M fund targeting profitable yet overlooked crypto companies. They delve into why private equity is the next big wave in crypto, emphasizing cash buying opportunities for founders looking to exit. The duo also highlights the ignored potential of Asian crypto companies and provides insights into their approach for thorough due diligence and the dynamic landscape of crypto investing.