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

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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

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How Arthur Hayes Has Prepared His Portfolio for the Elections - Ep. 728 01:21:02 Share

Unchained

How Will the Market React to the Election Outcome?

Has a Trump Win Been Priced In? What If There’s No Clear Winner?

Arthur’s Short-Term Trade Strategy for the Elections

Will Bitcoin Surge, and Is an Altcoin Rotation Coming?

Why Arthur Favors SOL Over ETH Right Now

Are Layer 2s Parasitic to Ethereum?

Could Crypto Regulation Reform Come After the Election?

Will Trump Deliver on His Promises to the Crypto Community?

The Election Outlook for Memecoins

Why Traders Should Focus on High-Cap AI Memecoins

Why Arthur Believes the Fed Needs to Restart Quantitative Easing

How Much Money Will China Print to Tackle Its Property Crisis?

Arthur’s Take on Japan’s Political Shift and Economic Impact

Is Stand With Crypto Being Honest with the Crypto Community?

Stand With Crypto’s Affiliation with PAC Fairshake

Will Hester Peirce Become SEC Chair If Trump Wins?

Crypto News Recap

Shownotes Transcript

How Arthur Hayes Has Prepared His Portfolio for the Elections - Ep. 728