Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes

EPISODE · Sep 24, 2025 · 27 MIN

Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes

from Forward Guidance · host Blockworks

Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin’s performance versus gold and stocks, the political choices around AI’s productivity boom, and why DeFi, stablecoins, and new decentralized trading models are at the heart of the next cycle. Enjoy! __ Follow Arthur: https://x.com/CryptoHayes  Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance  Follow Blockworks: https://twitter.com/Blockworks_  Origin Summit: https://www.originsummit.xyz/ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx  Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance  __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london  __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH):  http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX):  vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:42) Money Printing & Yield Curve Control (05:33) What Does this Mean for Bitcoin? (08:38) VanEck Ad (09:22) AI & the Debt Doom Loop (13:19) Favorite Crypto Themes & Innovations (14:23) Perp DEXes & Hyperliquid (18:47) VanEck Ad (19:28) Stablecoin Winners & Losers (22:45) Stablecoin Systemic Risk (24:43) AI, Intellectual Property, and Blockchain (25:59) Western vs. Asian Crypto Markets __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

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Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes

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