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.

Arthur Hayes, a key figure in the crypto trading world, shares his bold predictions about Bitcoin potentially soaring to $1 million. He delves into the genius of convertible debt strategies and how Bitcoin's volatility can actually enhance trading success. The conversation covers the rising trend of meme coins, their cultural significance among younger investors, and how retail traders are shaking up traditional market dynamics. Hayes offers insights on investment strategies and the vital role of government policies in shaping the future of cryptocurrency.

Arthur Hayes, a pivotal figure in crypto trading, explores the future of Bitcoin and meme coins. He predicts Bitcoin could soar to $1 million per coin, driven by fiscal strategies and reshoring initiatives. The discussion highlights meme coins' cultural significance, particularly among the youth, and how they challenge traditional finance. Hayes emphasizes Bitcoin's volatility as a trading advantage and dives into the impact of stablecoins on the economy as they gain government acceptance. This conversation is rich with insights for both seasoned investors and crypto newcomers.

You might know Arthur Hayes as perhaps THE dominant financial creative writer in crypto. When Arthur Hayes drops an article, it commands the attention of basically everyone in the industry.  And he’s done it again with his new piece, “Kaiseki,” which outlines one of the most chaotic and critical times in the macro and monetary landscape that we’ve seen, at least since 2008.  In today’s episode, Arthur walks us through his essay, why he believes Balaji’s $1M Bitcoin bet is wrong, how he’s navigating these tumultuous times, and so much more.  ------ 🚀 JOIN BANKLESS PREMIUM:  https://www.bankless.com/join  ------ BANKLESS SPONSOR TOOLS:  ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken  🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap  👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist  🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask  🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi   ------ Timestamps: 0:00 Intro 6:27 Arthur’s Recent, “Kaiseki” Essay 13:09 Bank Term Funding Program (BTFP)  18:08 Effect on the Banking Sector 24:30 Current State of the Banking Sector  30:44 Should We Support BTFP? 39:11  What’s Going to Happen to Crypto?  46:56 Sending Bitcoin to $1M  55:05 Effects on Expanding Variables  57:35 Who Takes the Loss?  1:00:00 Rampant Inflation Worldwide & Fiat 1:03:36 Swap Lines  1:06:07 Punchlines & Endgame  1:09:25 Everyone is a Speculator 1:10:49 What Will Arthur Hayes Do? 1:13:36 Closing & Disclaimers   ------ Resources:  Arthur Hayes https://twitter.com/CryptoHayes   Arthur’s Recent, “Kaiseki” Essay https://entrepreneurshandbook.co/kaiseki-b15230bdd09e   ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures 

Arthur Hayes discusses Bitcoin, global economic climate, ETFs, stablecoins, property rights erosion, innovative cryptocurrency projects like Athena and Pendle, investment opportunities in AI coins and NFTs, cryptocurrency allocation strategy, market insights, and his personal financial journey.

Crypto OG Arthur Hayes shares insights on potential central bank money printing, upcoming bull run in crypto market, dynamics of Ethereum and memecoins, and why he believes Tether won't last. He also discusses the impact of spot Bitcoin ETFs, the collapse of FTX, and the post-FTX blockchain landscape.

BitMEX founder Arthur Hayes, fresh out of home confinement after settling charges with the U.S. government, joins “The Chopping Block” with Haseeb Qureshi, Robert Leshner, and Tarun Chitra. The early crypto pioneer pulls no punches in his assessment of SBF, TradFi’s failings, and how crypto traders lost the plot in trusting CeFi middlemen.Show highlights:  why Arthur travels with stuffed animals, and what his favorite brands are what factors led Sam Bankman-Fried to success how Bill Clinton seems to be related to many multibillion-dollar downfalls whether everyone in crypto thinks that prices are eventually going up what’s the thesis behind Maelstrom, Arthur’s new investment arm why he’s bullish on decentralization but also game to trade “dog shit” what the impact of Silvergate’s failure will be on the crypto industry what would Arthur have done if he was the CEO of Silvergate the role of rising interest rates in understanding Silvergate’s downfall why holding Tether’s USDT is not so different from USDC why crypto needs alternatives to dollar-backed stablecoins the real reasons why the U.S. Treasury is worried about stablecoins Hosts Haseeb Qureshi, managing partner at Dragonfly  Tarun Chitra, managing partner at Robot Ventures Robert Leshner, founder of Compound  GuestArthur Hayes, cofounder of BitMEX Twitter Medium DisclosuresLinks Unchained:  ​​Silvergate to Wind Down Operations in ‘Voluntary Liquidation’ Silvergate Confers With FDIC to Avoid Closing Down: Report Silvergate Shuts Down Crypto Payments Network Bloomberg: Silvergate Had a Crypto Bank Run NYMAG: Arthur Hayes, the Original King of Crypto, Is Back. Arthur’s posts:  White Boy Dust on Crust Learn more about your ad choices. Visit megaphone.fm/adchoices

Arthur Hayes and Raoul discuss meme coins, currency debasement, and the future of crypto wealth. They delve into the role of memes in the crypto world, the rise of new asset classes, and navigating global debt dynamics. The conversation covers trading challenges, strategic investments, and the introduction of Fire Dancer technology in the Solana ecosystem.

Join Arthur Hayes, crypto billionaire and co-founder of 100X Group, alongside Murad Mahmudov, meme coin investor and ex-CIO of Adaptive Capital. They dive into the booming world of memecoins, exploring their unique appeal in a digitally driven society. With insights on macroeconomic trends sparked by recent political events, they express skepticism about a DeFi resurgence. The duo contrasts Ethereum and Solana, highlights community-driven value in memecoins, and predicts AI's future role in decentralized finance. It's a no-nonsense discussion about the future of crypto!

Arthur Hayes, CIO of Maelstrom, dives deep into the crypto landscape with sharp insights on Bitcoin's unpredictable journey. He predicts a dip to $75,000 before soaring to $250,000. The conversation veers into the complex world of political influences, global liquidity, and the looming financial crisis. Hayes also discusses the rise of meme coins, the impact of celebrity-backed cryptocurrencies, and Ethereum's future, all while balancing critical analysis with a touch of humor.