Arthur Hayes and Will Clemente on the 2024 Bitcoin Halving

Arthur Hayes and Will Clemente explore how this Bitcoin halving might diverge from previous ones and what that means for investors.
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The Bitcoin halving is just around the corner, expected to be on April 19 or April 20.
Arthur Hayes, CIO of Maelstrom, and Will Clemente, co-founder of Reflexivity Research discuss the rise in Bitcoin prices ahead of the halving, the impact of the approval of spot Bitcoin ETFs in the US, and the potential effects of the halving on the price trajectory post-halving. They also discuss the potential impact of a new class of investors on Bitcoin's price, volatility, and decentralization.

Moreover, they dive into the impact of the macroeconomics, geopolitical, and demographic conditions for the crypto asset industry, the potential for L2s on Bitcoin, and their price predictions for bitcoin by year-end.

Show highlights:
🔹How the approval of spot Bitcoin ETFs altered the price trajectory of BTC before the halving
🔹Whether the introduction of spot Bitcoin ETFs impacts Bitcoin's decentralization and price volatility
🔹Whether this cycle could be the "last cycle" or the "supercycle"
🔹Why Arthur predicts a 90% drawdown in the future and how they determine when the markets are nearing the top of the cycle
🔹The effect of high inflation, the election, and the termination of the bank term funding program on Bitcoin
🔹How artificial intelligence is expected to trigger a productivity boom, according to Will
🔹Why Will considers Coinbase to be mispriced
🔹Whether Bitcoin L2s have a future and if security budgets are a concern
🔹Their views on Bitcoin Ordinals and the Runes Protocol launch
🔹Why Will views DOGE as a purer commodity than ETH
🔹Arthur's rebuttal to claims that Ethena could follow in Terra/Luna’s footsteps
🔹Arthur's and Will’s Bitcoin price projections for the end of the year and the cycle

Thank you to our sponsors!
➡️ Polkadot - https://polkadot.network/ecosystem/co...

Guest:
⭐️Arthur Hayes, CIO of Maelstrom.
⭐️Will Clemente, Co-founder of Reflexivity Research

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Time Stamps:
00:00 Introduction
01:41 Impact of spot Bitcoin ETFs on BTC price pre-halving
04:54 Spot ETFs' effect on Bitcoin's decentralization and price volatility
06:59 Potential unique impacts of the upcoming halving
11:20 Discussion on if this is the "last cycle" or "supercycle"
14:07 Arthur's prediction of a 90% Bitcoin drawdown
17:12 Indicators of nearing the cycle's peak
20:29 Effects of high inflation and interest rates on Bitcoin
22:54 Will's view on AI and productivity boom
24:40 Arthur on the irrelevance of U.S. presidential outcomes for Bitcoin
25:40 Impact of ending the bank term funding program on BTC
27:29 SEC lawsuits against Uniswap and Coinbase
29:32 Will on Coinbase's valuation
34:01 Future of Bitcoin L2s and security budget concerns
37:03 Arthur's bullish stance on Bitcoin Ordinals
37:28 Arthur and Will's unfamiliarity with Roger Ver’s new book
38:30 Potential impact of Runes Protocol launch on Bitcoin activity
41:32 Will's comparison of DOGE and ETH as commodities
44:12 Arthur's defense of Ethena against Terra/Luna comparisons
51:23 Altcoin performance predictions post-halving
58:06 Investing in AI
01:00:04 Arthur and Will's Bitcoin price projections for year-end and cycle-end


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#bitcoin #ethereum #crypto #cryptocurrencies
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