Live from SG 25 with Arthur Hayes, Co-Founder of Maelstrom

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Medici Presents: Level Up

The Medici Network

15 episodes

6 days ago

Presented by the Medici Network, Level Up is the premier podcast for institutional investors navigating liquid token markets. Hosts David Grider from Finality Capital and Sean Farrell from Fundstrat sit down with top protocol founders and crypto-native fund managers to cut through the noise. Each episode unpacks token economics, adoption trends, valuation frameworks, and key risks—giving you the insights to stay ahead in the evolving digital asset landscape.

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All content for Medici Presents: Level Up is the property of The Medici Network and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

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Live from SG 25 with Arthur Hayes, Co-Founder of Maelstrom

Medici Presents: Level Up

26 minutes 44 seconds

3 weeks ago

Live from SG 25 with Arthur Hayes, Co-Founder of Maelstrom

Captured live on stage at Medici SG 25 and presented as a special episode, David and Sean sit down with Arthur Hayes, co-founder of BitMEX and CIO of Maelstrom, for a candid discussion on market structure, crypto cycles, and today’s allocation playbook.

Arthur breaks down Maelstrom’s multi-pronged investment approach, shares thoughts on Bitcoin, Ethereum, perps DEXs, and explains why liquidity drives everything. From market predictions to meme coins, Arthur offers a sharp take on where crypto is heading, and why number go up remains the ultimate marketing strategy.

View the Full Level Up Podcast Disclaimer Here: https://level-up-podcast-disclaimer.super.site/

Key Points From This Episode:

[00:00:00] Teaser
[00:00:15] Show introduction
[00:01:01] Arthur introduces Maelstrom and their current investment focus
[00:02:07] Overview of Maelstrom’s advisory work and major positions
[00:03:38] Arthur’s macro and crypto market outlook centered on liquidity
[00:05:05] Why Arthur is long beta across assets—from Bitcoin to tech stocks
[00:06:00] The HYPE trade: valuation, token unlocks, and competitor dynamics
[00:08:35] Reflecting on BitMEX’s 2020 DDoS event and infrastructure evolution
[00:10:44] Institutional counterparty risk in CEXs vs. DEXs
[00:13:23] Arthur’s Bitcoin Core developer grants and philanthropy strategy
[00:14:12] Bitcoin year-end price predictions and speculative cycles
[00:15:39] Ethereum’s momentum, DeFi leadership, and possible flippening
[00:16:31] Thoughts on the meme coin cycle and token performance
[00:17:31] Arthur on adoption, speculation, and number-go-up culture
[00:19:24] Outlook on DATs and corporate finance games in crypto
[00:22:48] Evaluating the four-year crypto cycle and U.S. monetary policy
[00:25:22] Arthur critiques political influence on financial policy

Links:

The Medici Network: https://www.medici.network/

Podcast Site: https://levelup.medici.network/

Interested in being a Guest? Connect with Elmira on X: https://x.com/elmira_yilham

Co-Hosts

David Grider, Finality Capital - https://x.com/David_Grid

Sean Farrell, Fundstrat Global Advisors - https://x.com/SeanMFarrell

Guests

Arthur Hayes, Maelstrom - https://x.com/CryptoHayes

Production and editing by The Podcast Consultant - https://thepodcastconsultant.com/