Arthur Hayes on AI Capex, the Yuan Tolls, and HYPE

Description

Arthur Hayes joins Laura Shin to unpack the macro setup he's been calling for months: foreign central banks dumping U.S. Treasuries as Iran collects yuan and Bitcoin tolls at the Strait of Hormuz, and an AI capex boom he believes guarantees more money printing — and therefore higher crypto prices. He also makes his current case for HYPE and explains why AI agents will need crypto rails to function. _______________________________________________________ #bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel! Website → https://unchainedcrypto.com Unchained Daily Newsletter (FREE!)→ https://unchainedcrypto.beehiiv.com/subscribe/ Unchained X → https://x.com/unchained_pod Apple → https://podcasts.apple.com/us/podcast/id1123922160?ls=1 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 Unchained: Your no-hype resource for all things crypto!