Arthur Hayes: The Biggest Bull Run Of Your Life Is Just Starting (Full Thesis)

About this episode

Arthur Hayes says US commercial bank balance sheets are up roughly $200 billion and every Fed hike pushes billions more into financial assets like crypto. Arthur explains why France is the catalyst that forces the next big wave of liquidity. He also dives into the Citrinie why AI agents are the story that re-rates the DeFi protocols still standing since 2020, and why his fund trades everything else to buy more Bitcoin. Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX, joining us live at TOKEN2049 Singapore. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:00 Intro 02:21 Hunting For Busted Charts…