Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX. In this conversation, we break down what’s really happening in the global economy—from the Iran conflict and oil prices to the push and pull between inflation and deflation. We also get into bitcoin’s role in all of this, how AI is reshaping the labor market, and where he sees the biggest opportunities in crypto, from decentralized exchanges to prediction markets and privacy coins.

Follow Arthur Hayes:

IG - https://www.instagram.com/cryptohayes/
LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/
Substack - https://cryptohayes.substack.com/
Web: https://www.cryptohayes.com
X - https://x.com/cryptohayes

Check out the Maelstrom Fund:

LinkedIn: https://www.linkedin.com/company/maelstromfund
Web - https://www.maelstrom.fund
X - https://x.com/maelstromfund

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0:00 - Intro
0:49 - Iran war & oil market reaction
5:30 - Inflation vs deflation breakdown
7:42 - Why the Fed will always print money
9:08 - Gold vs bitcoin & global trade shift
14:20 - Arthur Hayes portfolio strategy
17:54 - Hyperliquid & the future of trading
24:20 - Insider trading should be legal?
27:59 - Why bitcoin doesn’t need institutions
32:09 - Zcash & privacy in crypto
35:23 - What Arthur is bearish on in crypto
40:30 - How big Hyperliquid can get
42:24 - Will prediction markets be successful?
46:45 - Final market outlook