Hot takes - Arthur Hayes on Bankless

Oliver and Victoria react to Arthur Haye's appearance on Bankless (5/19/2025).🔥 Topics we cover:• Why Trump's 2% foreign capital tax could eliminate income tax for 90% of Americans• The "regulated bag holders" thesis: pension funds as systematic wealth destroyers • Arthur's 60/20 Bitcoin/ETH allocation and the art of "slinging shitcoins"• Geopolitical demographics: why China won't fight over Taiwan ("four grandparents, two parents, one kid")• Japan as America's "monetary submissive" and the century bond hostage situation• The coming liquidity explosion: S&P to 10,000, gold to 50,000, Bitcoin to 250k• Building a crypto LBO fund to exploit desperate SPACs under the new regime• Why "don't buy bonds" is the only investment advice that matters• Capital controls disguised as patriotism: forcing Americans into Treasury accounts• The MOVE index playbook: when volatility hits 140, Powell switches to Treasury QE• Living through Asian capital controls and why Bitcoin is the only escape hatch• From Keynes to "money printer go brr": when monetary theory meets meme reality