Uploaded September 2025 | Updated September 2026, 8 minutes ago
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!
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Follow Arthur: https://x.com/CryptoHayes
Follow Felix: https://x.com/fejau_inc
Follow Forward Guidance: twitter.com/ForwardGuidance
Follow Blockworks: twitter.com/Blockworks_
Origin Summit: https://www.originsummit.xyz/
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: blockworks.co/newsletter/forwardguidance
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Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF
blockworks.co/event/digital-asset-summit-2025-london
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Timestamps:
00:00 Introduction
02:50 Money Printing & Yield Curve Control
05:42 What Does this Mean for Bitcoin?
08:48 AI & the Debt Doom Loop
12:44 Favorite Crypto Themes & Innovations
13:48 Perp DEXes & Hyperliquid
18:16 Stablecoin Winners & Losers
21:32 Stablecoin Systemic Risk
23:30 AI, Intellectual Property, and Blockchain
24:47 Western vs. Asian Crypto Markets
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Disclaimer: Nothing said on Supply Shock or 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.
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: twitter.com/ForwardGuidance
Follow Blockworks: twitter.com/Blockworks_
Origin Summit: https://www.originsummit.xyz/
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: blockworks.co/newsletter/forwardguidance
—
Join us at Digital Asset Summit in London October 13-15. Use code SUPPLY200 for £200 OFF
blockworks.co/event/digital-asset-summit-2025-london
—
Timestamps:
00:00 Introduction
02:50 Money Printing & Yield Curve Control
05:42 What Does this Mean for Bitcoin?
08:48 AI & the Debt Doom Loop
12:44 Favorite Crypto Themes & Innovations
13:48 Perp DEXes & Hyperliquid
18:16 Stablecoin Winners & Losers
21:32 Stablecoin Systemic Risk
23:30 AI, Intellectual Property, and Blockchain
24:47 Western vs. Asian Crypto Markets
__
Disclaimer: Nothing said on Supply Shock or 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.
