Episode Details

Arthur Hayes, co-founder of BitMEX and CIO of Maelstrom, joins to break down how global liquidity, AI disruption, and political incentives are shaping the next phase of the financial cycle. After building one of the largest crypto derivatives exchanges in the world, Arthur has become one of the most influential macro thinkers in Bitcoin and digital asset markets. In this conversation, we unpack why the system may require a crisis before the next wave of money printing begins, how AI-driven unemployment could trigger financial instability, and why Bitcoin often signals liquidity shifts before traditional markets react.

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