And here's a Twitter thread that has a number of snippets from Arthur's post:

*Thread by [@wahlauwenloong](https://Twitter.com/wahlauwenloong) on Thread Reader App*
https://threadreaderapp.com/thread/1519145155986849792.html

ExponentialBTC

247bf84fda

https://twitter.com/CryptoHayes/status/1519107130389049344

bitcoin

The Doom Loop (Arthur Hayes)

windsok

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

https://twitter.com/simpfluencerX/status/1519110565804711936