This week I'm releasing a 1-hour conversation with @cryptohayes - CIO of @Maelstrom
For his second appearance on When Shift Happens, Arthur delivers the rawest, sharpest macro and crypto insights in this no-filter episode.
He explains why fiat is doomed, why Bitcoin is still early, and how to think like a true investor in a hyper-volatile world. Plus, the future of stablecoins, Hyperliquid, his conviction in @ethena_labs and @ether_fi, and why skiing is the only thing that really matters…
We talk about:
- Why he thinks Bitcoin is still early and headed to $1M+
- Stablecoins as America’s geopolitical weapon (and Ethena as his highest conviction play)
- Hyperliquid vs. the rest: the tokenomics that matter now
- His real macro framework: ignore noise, follow the fiat printing press
- How EtherFi could become the Amex of crypto
- The brutal truth about why most crypto investments fail - and what actually works
And much, much more...
Podcast out this week!
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