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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

 

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EPISODE TRANSCRIPT

Guest

  • Arthur Hayes, Co-Founder of BitMEX and CIO at Maelstrom
    • Previous appearances on Unchained:

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