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Unchained
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TradFi and DeFi markets are in motion, responding to Trump’s tariffs, but a giant injection of liquidity could be on the way.
Maelstrom CIO Arthur Hayes provides his expertise on economic policy, macro movements, and political implications, delving into a variety of topics, including:
Trump’s rationale for tariffs
The possibility of a “fiat liquidity bonanza” and what it means for crypto
What the Hyperliquid brouhaha reveals about decentralization dreams
How Ethena might be an attack on Ethereum
The value prop of Circle’s IPO
Future price expectations for BTC, ETH, and SOL
Bitcoin Treasury Companies Are Taking Off. Could They Eventually Crash?
Decentralization Used to Mean Something. Now It’s Just a Vibe. – The Chopping Block
Does High REV Signal a Blockchain's Strength or Its User Exploitation?
Why a U.S. Ban on Yield-Bearing Stablecoins Would Help 'Too Big to Fail' Banks