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Here's a Tweet with a pretty good tl;dr:

TLDR:
The West has untenable economic policies
Bad policies -> deficit financing -> inflation
Net Exporters don't want to own inflationary USD
Net Exporters want gold and BTC
No marginal buyer on USD debt -> more inflation -> YCC
$1mm BTC and $20k gold


https://twitter.com/CryptoHayes/status/1519107130389049344
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And here's a Twitter thread that has a number of snippets from Arthur's post:

Thread by @wahlauwenloong on Thread Reader App
https://threadreaderapp.com/thread/1519145155986849792.html

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