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Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes

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Manage episode 508248718 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, 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!

__

Follow Arthur: https://x.com/CryptoHayes

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Origin Summit: https://www.originsummit.xyz/

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

__

Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

__

This Forward Guidance episode is brought to you by VanEck.

Learn more about the VanEck Semiconductor ETF (SMH):

http://vaneck.com/SMHFelix

Learn more about the VanEck Fabless Semiconductor ETF (SMHX):

vaneck.com/SMHXFelix

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

__

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

  continue reading

539 episodes

Artwork
iconShare
 
Manage episode 508248718 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, 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!

__

Follow Arthur: https://x.com/CryptoHayes

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Origin Summit: https://www.originsummit.xyz/

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

__

Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF

https://blockworks.co/event/digital-asset-summit-2025-london

__

This Forward Guidance episode is brought to you by VanEck.

Learn more about the VanEck Semiconductor ETF (SMH):

http://vaneck.com/SMHFelix

Learn more about the VanEck Fabless Semiconductor ETF (SMHX):

vaneck.com/SMHXFelix

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

__

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

  continue reading

539 episodes

All episodes

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