Arthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position)
Arthur Hayes joins us for a session to understand the underlying economic forces leading to a massive digital assets bull market in the coming months and years.
The money printer is about to flip back on and Arthur Hayes says the Euro/Yen exchange rate is the tell everyone's missing. He gets into why Japan's forced unwinding of its massive carry trade, combined with France's brewing bond market crisis, all but guarantees a faster pace of dollar liquidity creation. He also makes the case that AI's unit economics problem becomes the government's next excuse to print more fueling the fiat…
The skinny
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