Listen to @APompliano and @CryptoHayes talk at the 27:07 mark 🔥
Arthur Hayes (@CryptoHayes) is a crypto legend and the co-founder of the cryptocurrency exchange BitMEX.
In this conversation we discuss bitcoin, global liquidity, macro environment, tariffs, US, China, UK, tokenization, yield, and where he thinks value will be created in the crypto industry.
TIMESTAMPS:
0:00 - Intro
1:07 - Why is it time to buy everything?
7:34 - Tariff impact and trade deals
16:15 - Bitcoin’s role and price outlook
21:03 - Altcoin season is coming?
25:11 - EtherFi and Pendle
28:00 - What is Arthur’s best investment ever?
29:09 - Are bitcoin treasury companies sustainable?
35:18 - Stablecoin adoption
38:46 - Crypto exchange outlook
41:30 - Tokenized securities
43:55 - Thoughts on crypto yield
46:48 - Arthur’s current portfolio
49:12 - AI coins and other themes to pay attention to
53:16 - Crypto policy and regulation landscape
59:04 - Will we get celebrity coin season?
1:00:57 - Crypto impact on boomer wealth transfer
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