Maelstrom CIO Arthur Hayes called the Tehran toll booth scenario in writing — and now it’s playing out. Sovereign nations are waking up to the fact that dollar assets don’t buy oil when the strait is closed. On this episode, Hayes joins Laura Shin to explain why the structural unwinding of petrodollar recycling forces the Fed to print, why an AI deflationary bust could rival 2008 in severity before central banks step in, and why that path ends with Bitcoin substantially higher. He also breaks down his current highest-conviction positions: Hyperliquid, Zcash, and NEAR, and explains why he’s deploying into what he calls maximum disillusionment in private crypto equity.
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Related posts:
- Arthur Hayes & Tom Lee: Perps, Stablecoins, Prediction Markets – The Chopping Block
- Can Hyperliquid Come Onshore Without Killing What Makes It Special?
- The Big Canton Debate: Is It Permissionless? Is It a Blockchain?
- Bits + Bips: How the Dimon vs. Armstrong Clash Reveals Crypto at Peak Political Power
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