2024-12-26T09:11:55+0000

No introduction is needed for the co-founder of BitMex and current CIO of Maelstrom (https://maelstrom.fund/), Arthur Hayes, with whom The Big Whale discussed topics including regulation, the current Bull Run, crypto ETFs, trends to watch in the coming months, and the upcoming interest rate cuts. You also have a written version in English on our website - https://www.thebigwhale.io/ (free access) 00:00 Intro 02:20 Why cutting rates in September is not enough to trigger a bull market 05:13 "Right now, I'm very bullish until the US election" 08:58 The "volatility supercycle" 16:11 Institutionalisation of Bitcoin 19:07 Why Ethereum could wake up 23:35 Are we in a Bull Run? 26:22 "Larry Fink gets what he wants" 28:13 Why Bitcoin ETFs started very strong 31:19 Interest rates below 2% in spring 32:21 Kamala Harris vs Donald Trump on crypto 35:37 "Crypto doesn't need regulation to grow" 40:00 The best place to work in crypto 42:00 Bitcoin & Ethereum challengers 45:06 The biggest narratives of this Bull Run 48:26 Which projects to watch? 49:52 Some advice (not financial) from Arthur Hayes 54:28 Conclusion