Arthur Hayes
π€ SpeakerAppearances Over Time
Podcast Appearances
That, uh, that makes sense to me.
Um, where you want me to send people where, uh, you want to follow you on the internet, maybe crack some memes, a couple of frogs here and there.
You know, my favorite thing is when I see you just tweet some Yahtzee, I'm like, Oh, here we go.
You know, like, you know, you're doom scrolling, you got to stop.
Hey, what's the Yahtzee of the day?
I mean, look, if I had to sum up your current market view is they're going to keep printing money over time.
Bitcoin, gold, hyperliquid, Zcash, those are the things you like.
And then there is a bunch of like crypto equities in the private market that you think have opportunities that aren't being capitalized.
And so if you can go and buy those at reasonable prices, you guys are willing to put in kind of a sweat equity to turn them around.
around as well.
Yeah.
Well, maybe the most surprising part of this conversation is you don't seem to have anything outside of U.S.
treasuries in the traditional market, at least in size.
And so you're still very much concentrated in kind of a hardcore crypto world.
Yeah, we all read the profiles of you, you know, sitting on your little fucking couch and everything we saw.
Yeah.
All right.
Thanks for doing it.
We'll do it again soon.
Boom.