Arthur Hayes Sold HYPE and NEAR, Mert Mumtaz Says That’s Missing the Point | Markets Outlook
CoinDesk Podcast Network
CoinDesk
4.7 • 698 Ratings
🗓️ 4 June 2026
⏱️ 19 minutes
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| 0:00.0 | Bitcoin is getting all the attention due to Sailor right now. |
| 0:03.5 | But I think Sailor is more of a red herring. |
| 0:05.2 | He's just fun to troll, frankly, on Twitter. |
| 0:07.1 | But I don't think it's really too much to do with them. |
| 0:10.1 | I don't even think it's too much to do with quantum. |
| 0:12.1 | I think it's just capital rotation. |
| 0:14.8 | And if your time horizon is at least two to three years, |
| 0:18.8 | I think it's a great time to pick some stuff up on discount. |
| 0:22.2 | Markets move fast, crypto moves faster. |
| 0:33.4 | From the floor of the New York Stock Exchange, CoinDesk's public keys tracks the money, markets, |
| 0:39.2 | and moves shaping digital assets. Martin Mammtaz, welcome to Market's Outlook. |
| 1:03.8 | Thank you for having me. |
| 1:05.2 | All right, what a day it is for you to be joining a markets show. |
| 1:09.3 | Talk to me about what you're watching today and for the |
| 1:11.8 | rest of the week. What I'm watching today and for the rest of the week, well, I'm trying not to |
| 1:17.0 | watch too much, to be honest. Obviously, it's not a pretty sight. Obviously, there's going to be |
| 1:22.7 | some consolidation in or from the institutional holders of crypto to these IPOs of SpaceX and Anthropic and chat GPT OpenAI. |
| 1:32.3 | And I just try not to look at it. Honestly, I think crypto Twitter especially does this thing of trying to time markets and momentum trade and swing trade. |
| 1:43.3 | But our time horizon or my time horizon at the |
| 1:45.8 | very least is going to be at least two to three years. And just just shield and chill is my |
| 1:52.0 | motto. You mentioned these large IPOs that we're expecting, kind of taking the attention |
| 1:58.0 | and capital away from everything else. |
... |
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