Arthur Hayes’s Crypto Strategy for 2025 and Beyond

At Cointelegraph’s Longitude event in Singapore, Arthur Hayes shared his perspective on how global liquidity, Digital Asset Treasuries, and shifting market structures are shaping the future of crypto investing. Speaking on his approach at Maelstrom, Hayes discussed his long-term conviction in Bitcoin and Ethereum, his opportunistic trading style, and how he navigates the balance between macro cycles and market sentiment. In his trademark direct and analytical tone, he offered a provocative view of where the next phase of digital finance might be headed. 0:00 Intro 0:25 Can Bitcoin reach $3.2 million by 2028? 1:18 Will Bitcoin attract most of the new capital inflows in the coming years? 1:50 Does Tether deserve a place among the world’s most valuable companies? 2:31 What’s the investment strategy of Maelstrom? 3:26 What is Maelstrom’s decision-making process before investing in a token? 3:53 What do you think of digital asset treasury companies? 4:53 Do altcoin digital asset treasuries (DATs) make sense to you? 6:09 Would you buy Strategy shares? 6:22 How involved are you in the Bitcoin Core vs. Knots debate? 7:35 How long will the bull market continue for? 8:59 Do we need so many stablecoins? 9:56 What’s the connection between Ethena and USDT? 11:02 What’s your outlook on prediction markets? 12:07 What is your prediction regarding potential next rate cuts by the Fed? 12:47 Which blockchain will enable large-scale stablecoin adoption for payments? 13:23 Outro Follow COINTELEGRAPH: Website: https://cointelegraph.com/ Telegram: https://t.me/cointelegraph Facebook: https://www.facebook.com/cointelegraph Twitter: https://twitter.com/cointelegraph Mobile app: https://linktr.ee/cointelegraph_mobile Cointelegraph covers everything Bitcoin, bringing you the latest news, prices, breakthroughs, and analysis, with emphasis on expert opinion and commentary from the digital currency community.