Arthur Hayes Summary Archive
March 16, 2023 - Sep 11, 2023
I’ve read all of the Hayes articles, but have been sharing notes on them since March of last year. I started my substack at the end of Sept 2023, and have been meaning to port these summaries over. All of the summaries after October are on my page.
Here is all of my summaries of Hayes’ articles from March 2023 to Sept, with a brief description of the overarching theme:
Kaiseki (US banking collapse) - March 16, 2023
Shapella Show (staked ETH withdrawals) - Apr 11, 2023
Exit Liquidity (de-dollarization) - Apr 20, 2023
The Denominator (who is on the hook for the banking failures) - May 8, 2023
Patience is beautiful (high rates + lots of debt = ???) - Jun 1, 2023
Fungible (China’s influence on crypto markets) - Jun 15, 2023
Massa (AI + crypto pt 1) - Jul 6, 2023
Moai 2023 (AI + crypto pt 2) - Jul 28, 2023
Kite or board (US monetary policy end game) - Aug 23, 2023
Are we there yet? (High rates and Bitcoin) - Sep 11, 2023
Kaiseki
(link to original tweet)
Shapella Show
(link to original tweet)
Exit Liquidity
(link to tweet)
The Denominator
(link to tweet)
Patience is beautiful
(link to tweet)
Fungible
(link to tweet)
Massa
(link to tweet)
Moai
(link to tweet)
Kite or board
(link to tweet)
Are we there yet?
(link to tweet)
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