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  3. /Arthur Hayes
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Pre-Pitch Briefing

Arthur Hayes

Angel Investor / Writer at BitMEX Ventures

SeedSeries AStrategicDeFiDerivativesInfrastructureTrading

Their Thesis

Co-founded BitMEX, pioneered crypto perpetual futures. Now runs Maelstrom fund investing in DeFi and crypto infrastructure. Known for macro-driven crypto thesis and provocative market commentary.

How to Pitch Them

Write about your project clearly. Arthur values strong writing and clear thinking. Reach out through Maelstrom's network.

What Excites Them

DeFi derivatives. Crypto macro plays. Bitcoin and Ethereum ecosystem infrastructure.

What They Pass On

Projects ignoring macro context, boring execution without narrative

Key Frameworks

Liquidity-Driven Crypto Cycles

Every crypto cycle is driven by global liquidity conditions. Follow central bank policy to predict crypto.

In Their Own Words

“The printer goes brrr, and Bitcoin goes up. It really is that simple in the long run.”

— Blog

“Every crypto cycle is driven by excess liquidity. Follow the money, not the narratives.”

— Blog

Recent Writing

The Easy Buttonessay

Why the next crypto rally will be driven by monetary policy easing

Heatwaveessay

Bitcoin as a hedge against fiscal irresponsibility

Water, Water, Everywhereessay

Analysis of global liquidity conditions and crypto implications

Group of Foolsessay

Criticism of G7 monetary policy and its implications for Bitcoin

Dust on Crustessay

Macro analysis of crypto cycles and Bitcoin halving implications

Podcast Appearances

The Macro Crypto Thesis — Bankless
macroBitcoincycles
Macro Crypto Cycles — UpOnly
macrocyclesliquidity

BitMEX Ventures Portfolio

Top Sectors

Bitcoin2
DeFi1
Bitcoin DeFi1

Stage Distribution

Internal1
Series B1
Token1
Seed1
MaelstromDeFi
Internal
Lightning LabsBitcoin
Series B$5.0M
StacksBitcoin
Token$3.0M
ALEX LabBitcoin DeFi
Seed$2.5M
← Full profile@CryptoHayesBitMEX Ventures website