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 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 Mantle’s FBTC 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 Learn more about your ad choices. Visit megaphone.fm/adchoices