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You might know Arthur Hayes as perhaps THE dominant financial creative writer in crypto. When Arthur Hayes drops an article, it commands the attention of basically everyone in the industry. And he’s done it again with his new piece, “Kaiseki,” which outlines one of the most chaotic and critical times in the macro and monetary landscape that we’ve seen, at least since 2008. In today’s episode, Arthur walks us through his essay, why he believes Balaji’s $1M Bitcoin bet is wrong, how he’s navigating these tumultuous times, and so much more. ------ |