Arthur Hayes: The Bitcoin Liquidity Wave Is Here
“Trust the process. The money will be printed.”
Arthur Hayes returns to the show to explain why he believes the Bitcoin bull market is back on, and why the next move higher will once again be driven by global liquidity.
In this episode, we discuss why war, AI, supply chain fragility, rising bond market stress, and political incentives all point in the same direction: more spending, more debt, and more money printing. Arthur explains why governments are not going to choose austerity, why the inflationary tax is the path of least resistance, and why Bitcoin remains the trade in a world where…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.