Description
Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin’s performance versus gold and stocks, the political choices around AI’s productivity boom, and why DeFi, stablecoins, and new decentralized trading models are at the heart of the next cycle. Enjoy!
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This Forward Guidance episode is brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH):
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vaneck.com/SMHXFelix
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Timestamps:
00:00 Introduction
02:42 Money Printing & Yield Curve Control
05:33 What Does this Mean for Bitcoin?
08:38 VanEck Ad
09:22 AI & the Debt Doom Loop
13:19 Favorite Crypto Themes & Innovations
14:23 Perp DEXes & Hyperliquid
18:47 VanEck Ad
19:28 Stablecoin Winners & Losers
22:45 Stablecoin Systemic Risk
24:43 AI, Intellectual Property, and Blockchain
25:59 Western vs. Asian Crypto Markets
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance