How Arthur Hayes Has Prepared His Portfolio for the Elections

Arthur Hayes discusses how the upcoming U.S. presidential elections could impact the crypto markets, from Bitcoin’s performance to altcoin rotation, and why he thinks SOL is the “high-beta Bitcoin” for election trades.
🔥 EPISODE LINK 🔥
CHECK OUT THE EPISODE LINKS AND DETAILS HERE
👉 https://unchainedcrypto.com/podcast/h... 👈

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:
🔹How the market could react depending on who wins
🔹Whether the markets have priced in a Trump win and what could happen if there’s no clear winner
🔹Why Arthur is not going to do a short term trade with the elections
🔹How bitcoin will perform and whether there will be an altcoin rotation
🔹Arthur’s theory on why SOL has outperformed ETH
🔹Whether Arthur believes L2s are parasitic to ETH
🔹Whether we’ll see a reform around crypto regulation after the election
🔹Whether Trump would fulfill his promises to the crypto community
🔹How Arthur thinks memecoins will do during the elections
🔹Why he believes that traders should focus on high market cap AI memecoins such as GOAT
🔹Whether the Fed needs to start doing QE again
🔹How China will have to print so much money to get out of its property crisis
🔹Arthur’s view on the Japan carry trade and the impact of the recent loss of the most predominant Japanese political party
🔹Whether Stand With Crypto has been honest with the crypto community
🔹How the Unchained investigation revealed a potential conflict of interest of one of the executive directors
🔹Stand With Crypto’s affiliation with PAC Fairshake
🔹Whether Hester Peirce will become SEC Chair if Trump wins the presidency

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!
➡️ Polkadot https://polkadot.network/ecosystem/co...
➡️ Mantle’s FBTC http://fbtc.com/

Guest
⭐️ Arthur Hayes, Co-Founder of BitMEX and CIO at Maelstrom
X -   / cryptohayes  
Instagram -   / arthur__hayes  
Newsletter - https://cryptohayes.substack.com
Website - https://maelstrom.fund


Timestamps:
00:00 Introduction
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 will 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 needs 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
Unregulated Timestamps:
54:44 Whether Stand With Crypto has been honest with the crypto community
56:25 A potential conflict of interest of one of the top executives
57:37 Stand With Crypto’s affiliation with PAC Fairshake
59:43 The strange situation Veronica had with a PR person
1:04:19 Whether Hester Peirce will become SEC Chair if Trump wins
1:08:27 Crypto News Recap

++++++++++++++++++++++++++++++++++++++++++++++++
Subscribe to our channel!
CHECK OUT THE CRYPTOPIANS →    • TRAILER: The Cryptopians: Idealism, G...   WEBSITE → https://unchainedcrypto.com
UNCHAINED DAILY NEWSLETTER → https://unchainedcrypto.substack.com/ LAURA'S TWITTER →   / laurashin  
UNCHAINED TWITTER →   / unchained_pod  
FACEBOOK →   / unchainedwithlaurashin  
INSTAGRAM → https://www.instagram.com/laurashin/?...
LINKEDIN →   / laurashin  
MERCHANDISE → https://unchainedpodcast.company.site/