X @Andy
Andy·2025-10-06 18:14
Our third Arthur Hayes appearance on The Rollup this year could very well be the best one.The great debasement trade is on.A secular trend, which encompasses the debasement hedge assets like bitcoin, gold, and other scarce assets.When I first got into crypto in 2017, the thesis was that fiat currencies were going to slowly to devalue against hard assets and thus my entire investment philosophy has been centered around this since I started my career.While I’ve not lived through any sort of depression or even ...