Arthur Hayes: Why Bitcoin is the Fastest Horse in the Yield Curve Control Era

About this episode

When the Treasury doubled its bond buyback out of the blue, the market read it as one thing: yield curve control by another name. Arthur Hayes joins host Spencer Nichols to walk through the mechanics, short-end issuance funding long-end buybacks, and what that implies for central bank balance sheets. His conclusion is simple. If the balance sheet expands, you want the asset most responsive to money printing, and he argues that asset is Bitcoin. Arthur Hayes: X - https://x.com/cryptohayes Web - https://www.cryptohayes.com Substack - https://cryptohayes.substack.com/ LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/ Instagram - https://www.instagram.com/cryptohayes/ Maelstrom Fund:…