Arthur Hayes Bets Crypto Wins When the AI Bubble Bursts

🏗️ @CryptoHayes calls the AI CapEx boom "just another boring real estate play" and says it bursts the same way subprime did.

My full conversation with him is live now. 🎧

Timestamps:

🏛️ 00:47 Why Arthur says the Treasury's buyback move is 'soft yield curve control'

📈 04:14 Why ETH is Maelstrom's largest position outside Bitcoin

🇯🇵 07:02 The yen quake: how Japan's repatriation could force the Fed's hand

📣 13:41 Visit 1inch to swap tokenized securities, crypto and more at t.co/PjP6kyzgA0

🤖 13:58 Why Arthur calls the AI boom 'just another boring real estate play'

💽 22:29 Inside Flop: Arthur's new currency for paying AI agents to compute

⚙️ 29:34 How Flop's miners and validators actually work

🪙 41:16 Flop's halving schedule and why Flop Labs only takes a cut for two years

📉 45:45 Why Arthur says don't buy MicroStrategy anymore

🔌 48:37 Why Arthur shut down BitMEX on his own terms