Listen "Trading the Merge | Arthur Hayes"
Episode Synopsis
✨ DEBRIEF ✨ | Find out why 1D = 1B: https://shows.banklesshq.com/p/debrief-arthur-hayes ----- This episode has been a long time coming. Arthur Hayes is the crypto trader of traders, and he's particularly bullish on the ETH trade. Today, he tells us why. We've been binging Arthur's writing lately, trying to get inside his head about how he approaches the markets. Discussing the inevitability of inflation, the chaotic macro picture, and of course the Ethereum Merge, we piece together the mindset of a trader who has survived the massacre of 2022. Do you agree with Arthur? Let us know in the comments or on Twitter @banklesshq ------ 📣 ConsenSys | Mint a Merge NFT! https://bankless.cc/themerge ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS: 🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum ❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across 🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO 🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger ------ Topics Covered: 0:00 Arthur Hayes 6:30 Arthur’s Prolific Writing 12:55 Why Arthur is a Trader 19:10 What’s Causing Inflation? 26:00 The Only Solution 30:11 Structural Inflation 38:09 The Macro Landscape 44:24 Why Crypto? 50:44 Denominate in Hydrocarbons 58:30 The Ethereum Merge 1:02:30 Is the Merge Priced In? 1:04:30 Crypto Markets 1:06:47 Target ETH Prices 1:08:20 What’s Different? 1:11:58 Making the ETH Trade 1:15:45 Merge vs Macro 1:18:26 DeFi and Arthur’s Conversion 1:22:15 The 2022 Retail Massacre 1:24:30 Surviving as a Trader 1:27:50 Arthur IRL ------ Resources: Arthur on Twitter: https://twitter.com/CryptoHayes?s=20&t=fz4N1B7Ifa3OY-tD6l6jhw Arthur's Blog: https://cryptohayes.medium.com/ ETH-flexive: https://cryptohayes.medium.com/eth-flexive-7e1921123f64 A Samurai, a Knight, and a Yankee: https://entrepreneurshandbook.co/a-samurai-a-knight-and-a-yankee-211bf975a31d ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
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