Arthur Hayes believes the current crypto bull market has further to run, supported by global monetary trends he sees as only in their early stages. Speaking in a recent interview with Kyle Chassé, a longtime bitcoin and Web3 entrepreneur, the BitMEX co-founder and current Maelstrom CIO argued that governments around the world are far from finished with aggressive monetary expansion. He pointed to U.S. politics in particular, saying that President Donald Trump’s second term has not yet fully unleashed the ...

Economic Outlook - The bond rally's sustainability is questioned, with considerations on economic and inflation outlooks [1][4] - The yield curve has started to flatten, indicating potential changes in short-term yields [2][3] Market Sentiment - There is significant demand for various asset classes, including US, European, and emerging market equities, as well as bonds and liquid alternatives [6][7] - Despite concerns about a potential US recession and a weakening labor market, there remains optimism in the market [4][7] Commodity Performance - Industrial metals, particularly copper, are showing strong performance and potential breakout [5] - Gold is being favored as a protective asset amid concerns about currency debasement, with central banks increasing their purchases [8][9] Investment Trends - Investors are actively looking to deploy cash across multiple asset classes, reflecting a positive sentiment towards economic strength [6][7] - The resilience of urban areas, such as London, suggests a robust economic environment despite mixed industrial production numbers [11][12]

Investment Strategy - The core investment idea revolves around the expectation that governments will consistently print money, leading to currency debasement [7] - This strategy suggests investing in assets that are sensitive to global liquidity or benefit from currency debasement, such as Bitcoin, gold, and stocks [9] - The expectation is that Bitcoin could reach millions of dollars, gold could accelerate towards $10,000 per ounce, and stocks will continue to rise [8] - Cash and bonds are predicted to be losing trades for long-term holders under this scenario [9] Uranium Enrichment & Nuclear Energy - The United States previously enriched over 90% of the world's uranium during the Cold War, but now produces less than 0.1% and lacks domestic capability to enrich uranium beyond 5% [14] - General Matter, a new company, aims to establish a US-owned, privately developed uranium enrichment facility to address this issue [14] - The goal is to produce fuel for the next generation of nuclear energy and reduce reliance on foreign adversaries for nuclear power, which currently powers 20% of the US grid [14] Central Banking & Geopolitics - Central banking and warfare are closely linked, with the Bank of England established to raise and lend money to the government for war [24] - The establishment of central banks is often associated with the introduction of new taxes [25] - During World War I, key figures in the German central bank (Max Warburg) and the American Federal Reserve (Paul Warburg) were brothers [28][29]

The best thing you can do for your fellow citizens is to tell them stop saving majority of their wealth in US dollars.They must become investors.The currency will be debased at accelerated rates, so investors will win and savers will lose.Spread the word & help a friend. ...