Episode notes
Arthur Hayes joins the AllInCrypto Podcast for a major macro and crypto discussion.
In this episode, Arthur Hayes, Co-Founder of BitMEX and CIO at Maelstrom, breaks down why Bitcoin has been underperforming despite rising liquidity, why the AI boom may have absorbed capital away from crypto, and why oil prices, interest rates, geopolitics, MicroStrategy, and the next major market rotation could define what happens next.
We discuss whether the AI market is becoming a bubble, what could trigger a major correction, how Bitcoin could react if capital starts moving away from AI, and why Arthur believes patience may be the most important lesson for crypto investors right now.
This conversation covers Bitcoin, AI, global liquidity, oil shocks, interest rates, MicroStrategy, stablecoins, altcoins, ETFs, self-custody, and the future of crypto markets.
Watch until the end for Arthur’s key advice to anyone in crypto today.
Follow Arthur Hayes: X: https://x.com/CryptoHayes Maelstrom: https://maelstromfund.com/