Arthur Hayes, nekdanji skeptik glede Ethereuma, o tem, zakaj je zaradi združitve optimističen glede ETH – ep. 393

Arthur Hayes, cofounder of BitMex, discusses how he’s trading the Merge, the impact of macroeconomic policy in the markets, his career as a writer, and much more. 

Pokaži vrhunce:

• how crypto is reconfiguring how humans do finance over the internet
• why Arthur initially thought Ethereum was worthless 
• how NFTs allow users to trade human culture and will unlock trillions of dollars of value
• why Ethereum doesn’t even need to be deflationary
• whether other layer 1s can take some market cap from Ethereum
• why Arthur thinks that a successful Merge is understated and why this is a valid reason for hedging
• why he thinks an Ethereum proof of work chain won’t succeed and how Arthur will trade ETHPoW
• zakaj je LDO, Lidov žeton, bolj tvegana stava, vendar ima več potencialnih dobičkov
• how he believes the Shanghai upgrade will impact ETH’s price
• ali Merge vpliva na pripoved o BTC kot digitalnem zlatu in ali teorija varovanja pred inflacijo Bitcoina še vedno velja
• zakaj je bitcoin merilo likvidnosti USD in zakaj obrestne mere Fed niso tako pomembne, kot si vsi mislijo
• whether hedge funds and institutional investors would want to invest in crypto given the high correlation with traditional markets
• what Arthur believes the impact of a potential US recession would be on the crypto markets 
• why he believes the real economy is not relevant to the financial markets
• whether algorithmic stablecoins are doomed to fail
• kako kreditni cikel deluje in kako se vedno znova ponavlja
• Arthurjeva metoda za prepoznavanje dobrih projektov za vlaganje
• how Arthur became such a good writer
• ali je BTC denar in verski vidik Bitcoin kulture

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Povezave do epizod

Previous Coverage on Unchained:

Arthur’s posts discussed during the show:

Makroekonomija:

ETH Trade:

Dinamika ETH po združitvi: