How Arthur Hayes Has Prepared His Portfolio for the Elections - Ep. 728

As the 2024 U.S. election draws near, the crypto market is buzzing with speculation on what’s next. Arthur Hayes, co-founder of BitMEX, joins Unchained to discuss how Bitcoin and altcoins might react depending on who wins. Hayes shares his insights on election trade strategies, from the importance of sticking to the majors to his preference for Solana over Ethereum in the short term.
He also dives into whether Trump will fulfill his promises to the crypto community and drops a banger explanation on what could be the next Federal Reserve move. (Hint: it’s not about interest rates.)
Plus, Unchained reporter Veronica Irwin joins the show to discuss her latest scoops on Stand With Crypto’s scoring system and SEC Commissioner Hester Peirce’s stance on whether she would want to become Chair of the agency in replacement of Gary Gensler.
Show highlights:

01:39 How the market could react based on the election outcome

03:53 Has a Trump win been priced in? What if there’s no clear winner?

06:30 Arthur’s short-term trade strategy for the elections

13:00 Will Bitcoin surge, and is an altcoin rotation coming?

16:52 Why Arthur favors SOL over ETH right now

21:28 Whether Layer 2s are parasitic to Ethereum

24:19 Could crypto regulation reform come after the election?

26:12 Whether Trump would deliver on his promises to the crypto community

29:45 The election outlook for memecoins

30:52 Why traders should focus on high-cap AI memecoins

36:41 Why Arthur believes the Fed need to restart quantitative easing

47:55 How much money China will print to tackle its property crisis

52:21 Arthur’s take on Japan’s political shift and economic impact

54:44 Whether Stand With Crypto has been honest with the crypto community

56:20 A potential conflict of interest of one of the top executives

56:58 Stand With Crypto’s affiliation with PAC Fairshake

1:04:19 Whether Hester Peirce will become SEC Chair if Trump wins

1:08:27 Crypto News Recap

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Guest

Arthur Hayes, Co-Founder of BitMEX and CIO at Maelstrom

Previous appearances on Unchained:

Arthur Hayes and Will Clemente on How This Bitcoin Halving Is Different

Arthur Hayes on Why Bitcoin Is Money and ETH Is a Shitcoin He Loves

Arthur Hayes, Former Ethereum Skeptic, on Why the Merge Makes Him Bullish on ETH

Arthur Hayes of Bitmex on Why Countries Will Turn to Digital

The Chopping Block: Arthur Hayes on Why Crypto Needs to Ditch the Banks

How Crypto and Blockchain Technology Could Change Financial Services

Links

Unchained:

Why You Might Have to Wait a Little Longer for a Crypto Bull Market

What Needs to Happen for Altcoins to Finally Pump: Report

Arthur’s latest blog post

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