Arthur Hayes’ Bull Market Portfolio for 2025

What is Arthur Hayes buying for 2025?

We recorded this on the U.S election day so we don’t know who won at the time of recording. Regardless, Arthur says the election doesn’t matter. To him, the outcome is the same no matter who’s in power, they will print money.

We talk about the Chinese property bubble and the coming money cannon which Arthur thinks will be bigger than the COVID stimulus. The Fed’s next move, why the treasury is sucking all the oxygen out of the room. We get into his crypto portfolio, what he’s holding and why.

TIMESTAMPS

0:00 Intro
2:32 Does the Election Matter?
11:05 Where are we in the Crypto Cycle?
14:44 Chinese Property Bubble
30:35 Isn’t Bitcoin Illegal in China?
35:06 Fed’s Next Move
40:33 Politics & The Money Printer
44:59 Arthur’s Crypto Portfolio
45:50 ETH as Money?
56:59 Is ETH Dead?
57:37 Ethena
59:03 Memecoins
1:00:59 AI x Crypto
1:04:27 War Scenario
1:14:06 Arthur’s Advice
1:15:45 Closing & Disclaimers

RESOURCES

Arthur Hayes Blog
https://cryptohayes.medium.com/

Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠