I sat down with the legend
@CryptoHayes to discuss:
- Scott Bessent's money printing playbook
- Stanley Druckenmiller's AI-written op-ed
- why bitcoin got overshadowed by the AI trade
- gold's next move
- how Arthur allocates to BTC, gold & stocks
- his new project tokenizing AI compute itself
Enjoy!
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TIMESTAMPS:
0:00 - Intro
1:09 - Bessent, Treasury printing & Druckenmiller's op-ed
7:21 - Bitcoin & gold's reaction to money printing signals
10:06 - Real estate, land & inflation hedges
12:55 - Bitcoin's next 12 months & why it lagged AI
17:49 - Bitcoin adoption catalysts & sovereign buyers
20:49 - Gold's outlook, portfolio allocation & public equities
26:14 - Stablecoins, tokenization & real world assets
30:15 - ETH will have a hater rally?
31:47 - Hyperliquid & Arthur's most asymmetric bet
34:33 - Flop: tokenizing AI compute
46:17 - Money printing, scarcity vs abundance & closing thoughts