Arthur Hayes Says Maelstrom Fund Will Turn Risk Dial to ‘Degen’ in 2025 – Here Are His Altcoin Picks
BitMEX founder Arthur Hayes says there will come a time this year when he will start moving capital out of the risk curve into select altcoins. In a new essay, Hayes says that the digital asset industry may experience a “letdown” by incoming President Trump if he ultimately isn’t as pro-crypto as he campaigned, sending market prices down. However, he says that such a situation – if it occurs – can easily be balanced out by a new flood of fresh liquidity, likely from the Treasury and Federal Reserve. “Trump on his proposed pro-crypto and pro-business legislation can be covered by an extremely positive dollar liquidity environment, an increase of up to $612 billion in the first quarter. Right on schedule, just like almost every other year, it will be time to sell in the late stages of the first quarter and chill on the beach, at the [club], or on a ski resort in the Southern Hemisphere and wait for positive fiat liquidity conditions to re-eme...