Market Analysis
Nov 12, 2024
Arthur Hayes is a visionary in crypto, known for his sharp market insights. As co-founder of Bitmex, he brought crypto derivatives to the masses, transforming the trading landscape. With a background in finance, he’s built both wealth and influence, becoming a key voice on digital finance.
After stepping down, he shifted to global finance, sharing insights on markets, policy, and digital assets. He now invests in emerging crypto projects, especially in DeFi and decentralized systems.
Wallet: 0xA86e3D1C80a750A310b484FB9bDc470753A7506F This wallet showcases part of his portfolio, but Hayes diversifies across multiple wallets to manage risk and maintain privacy.
Arthur’s main wallet holds a large position in $ETH, roughly 45% of his EVM assets, currently valued around $15.84M. This heavy stake in Ethereum reflects his belief in the growth of DeFi and the role of smart contracts in transforming finance.
Hayes often calls Bitcoin "the hardest money ever." Unlike fiat, which central banks print at will, BTC has a fixed supply of 21 million. This makes it, in Hayes' view, a critical hedge against inflation and traditional financial instability.
He predicts Bitcoin could reach $1M, based on his view that rising debt and fiat expansion will push people toward BTC. His forecast reflects his confidence in BTC as a safe-haven asset and a reliable store of value amid global economic shifts.
Hayes sees the 2024 U.S. election as a crucial moment for crypto. Historically, election cycles drive market uncertainty, which could boost interest in decentralized assets like BTC. He predicts growing capital inflow into Web3 during this period.
Hayes views fall as a key accumulation period in crypto, often referring to November as "Moonvember." He sees market dips as opportunities for investors to enter or build positions before the next major bull run cycle starts.
Arthur Hayes’ investing philosophy is marked by high conviction in BTC and ETH, balanced by a deep awareness of macroeconomic risk. His mix of caution and boldness offers a unique approach that crypto enthusiasts and investors alike can learn from.