Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 9 April 2026

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX. In this conversation, we break down what’s really happening in the global economy—from the Iran conflict and oil prices to the push and pull between inflation and deflation. We also get into bitcoin’s role in all of this, how AI is reshaping the labor market, and where he sees the biggest opportunities in crypto, from decentralized exchanges to prediction markets and privacy coins.

Follow Arthur Hayes:

IG - https://www.instagram.com/cryptohayes/
LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/
Substack - https://cryptohayes.substack.com/
Web: https://www.cryptohayes.com
X - https://x.com/cryptohayes

Check out the Maelstrom Fund:

LinkedIn: https://www.linkedin.com/company/maelstromfund
Web - https://www.maelstrom.fund
X - https://x.com/maelstromfund

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0:00 - Intro
0:49 - Iran war & oil market reaction
5:30 - Inflation vs deflation breakdown
7:42 - Why the Fed will always print money
9:08 - Gold vs bitcoin & global trade shift
14:20 - Arthur Hayes portfolio strategy
17:54 - Hyperliquid & the future of trading
24:20 - Insider trading should be legal?
27:59 - Why bitcoin doesn’t need institutions
32:09 - Zcash & privacy in crypto
35:23 - What Arthur is bearish on in crypto
40:30 - How big Hyperliquid can get
42:24 - Will prediction markets be successful?
46:45 - Final market outlook

Transcript

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0:00.0	Jamie Lang and Sophie Haboo have arrived on Disney Plus.
0:04.5	We're having a baby.
0:05.5	We're having a baby.
0:07.2	I've always wanted to be mom.
0:09.4	And we're bringing you on our journey through everything.
0:12.4	I have no idea what we're doing.
0:13.6	Thank you. I have more of an idea.
0:15.6	I think of it like a Tamagocchi.
0:17.8	At the end of all of this...
0:20.0	We're going to have a little baby. Raising Chelsea, a Hulu
0:23.7	original series streaming exclusively on Disney Plus. 18 plus subscription required T's and T supply.
0:30.0	If Bitcoin has no retail bent, Bitcoin is worthless. And I think that's what people don't understand,
0:35.2	which is why I say, fuck all these bills. Who cares?
0:38.7	Just decay every single one of them.
0:40.3	I hope Trump vetoes every single one of them.
0:41.1	We don't need it.
0:42.9	We didn't need it in 2009.
0:44.2	We didn't need it in 2018.
0:46.2	We certainly don't need it in 2006.
0:47.5	What's going on, guys?
0:49.5	Ted, we've got a great conversation with Arthur Hayes.
1:11.3	He is the chief investment officer at Maelstrom. And in this conversation, he's going to explain what's going on in the macro environment, how the Iran war is likely to impact inflation, deflation, gold, Bitcoin, and other assets in the traditional market. And then we get deep into some of the crypto stuff that he's really excited right now, hyperliquid, Zcash, prediction markets. And then Arthur tells us that he thinks that insider trading should be legal. And his explanation is to blow your mind. It's really going to make you think much more critically about what he's talking about and why he believes that. Here's my latest conversation with Arthur Hayes. All right, Arthur, let's just start with the Iran war. Obviously, we keep going back and forth. The war's on, the war's off. We're going to have a ceasefire. We're not going to have a ceasefire. oil spikes, everyone's freaking out. What's your read on what's actually happening here?
	...

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