As a researcher with a background in the crypto industry, I find Arthur Hayes’s perspective on memecoins and current market trends particularly intriguing. His belief that meme coins will continue to thrive during this cycle is not surprising, given the low-interest-rate environment and the Federal Reserve’s ongoing money printing.


As an analyst, I believe that once Bitcoin and Ethereum have been listed on US public markets, regulatory approval for a Dogecoin Exchange-Traded Fund (ETF) is highly likely.

In a Sunday conversation with Raoul Pal, CEO of Real Vision, the two investors discussed their preferred meme coins and cryptocurrencies during this market cycle, as well as potential hazards currently confronting the crypto sector.

Why Memecoins Will Keep WInning: Arthur Hayes

Based on Hayes’ perspective, meme coins are expected to continue gaining momentum during this economic cycle, with the cryptocurrency market likely becoming even more exhilarating as the Federal Reserve and U.S. Treasury continue to produce large quantities of new money.

As a newcomer to crypto, you might find it remarkably straightforward to grasp the concept, according to Hayes. You don’t necessarily need to delve into the intricacies of blockchain technology, artificial intelligence, cryptography, or crypto itself at this stage.

Last week in a blog post, Hayes expressed his viewpoint that it was now appropriate to invest heavily in Bitcoin and subsequently other cryptocurrencies, due to consecutive rate cuts by the Bank of Canada and the European Central Bank. Historically, low-interest rate scenarios have been beneficial for stocks and Bitcoin, leading investors to shift funds towards riskier and more volatile cryptocurrencies, such as memecoins.

Hayes and Pal expressed that they hold investments in canine-themed cryptocurrencies such as Dogecoin (DOGE), BONK, and Dogewifhats (WIF) within their portfolios.

As a crypto investor, I believe we can all agree that there’s a strong possibility Dogecoin will secure ETF (Exchange Traded Fund) approval in the US before the current bull market comes to an end.

As an analyst, I would rephrase it as follows: “Given its status as the earliest memecoin and its availability on Robinhood, this coin is a strong contender for Traditional Finance’s (Tradfi) potential entry into crypto through an Exchange-Traded Fund (ETF). Its high market capitalization makes it an attractive choice.”

Over the past year, Dogecoin has experienced a significant surge, increasing by approximately 136%. remarkably, since its debut in December, its value has risen nearly fifteen-fold, reaching new heights.

Trends To Watch This Cycle

As an analyst, I’ve been closely following the cryptocurrency market and have taken a significant position in Solana, which I believe is the right bet to make up to 90% of my investments in this space. On the other hand, I hold a contrasting view regarding Aptos, currently ranked as the 27th largest crypto by market cap size. I predict that within the next 1 to 3 years, Aptos will surpass Solana in the layer 1 game.

Men concurred on what to steer clear of in cryptocurrency talk, labeling Cardano as “the story of the previous market trend,” while Pal added his critique against Ripple (XRP) as well.

The men also had similar worries about what could pose major risks to crypto during this cycle.

Two individuals pointed out the significance of prominent structures managing vast portions of the cryptocurrency market. Pal voiced apprehension towards Derebit’s nearly complete monopoly in the options market, while Hayes cautioned that Coinbase and several banks, responsible for backing the Bitcoin in leading Bitcoin ETFs, could potentially cause significant financial losses for their customers.

“Hayes stated, ‘If I’m planning to hack cryptocurrencies, I’ll be targeting one of these US custodians – one of these banks. They haven’t faced the responsibility of safeguarding an asset where they can’t reach out to the Treasury or the Fed for a bailout in case of loss.’ “

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2024-06-10 21:52