Category: Chain of Thought
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Bitcoin Is The Purest AI Trade, Says Wall Street Veteran
Wall Street veteran Jordi Visser argues Bitcoin is the purest AI trade, linking it to monetary policy, tech innovation, and global economic shifts in a detailed Substack essay.
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Open AI might kill us. Closed AI might enslave us. Choose your future.
The article discusses the ethical dilemma of open-source vs. closed-source AI, highlighting risks like mass manipulation and existential threats posed by superintelligent AI controlled by corporations or bad actors.
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US Government Will Print $9,000,000,000,000, Says Arthur Hayes – Why He Believes Wave of Cash Will Flow Into Bitcoin and Crypto 2020 – The Daily Hodl
Arthur Hayes predicts the US will inject $9 trillion in liquidity by 2028, boosting Bitcoin and crypto as funds trickle into risk assets. He forecasts Bitcoin could hit $250,000 by year-end and $1 million by 2028.
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Distribution or death: Arthur Hayes says only exchange-backed or bank-linked stablecoins can thrive
Arthur Hayes argues that stablecoin issuers need access to large exchanges, Web2 platforms, or legacy banks to survive. Tether’s early network effect and Circle’s Coinbase partnership exemplify this. New entrants face high distribution costs and slim margins.
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Arthur Hayes Questions James Wynn’s Intentions: Engagement Farming?
Arthur Hayes questions James Wynn’s crypto trading motives, suggesting engagement farming over genuine earnings. Hayes also raises concerns about Hyperliquid’s sustainability amid upcoming competition.
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The empire strikes out: Institutionalists failed to kill the stablecoin bill
The article discusses the failed attempts by institutionalists like Senator Elizabeth Warren to pass restrictive crypto regulations, focusing on the demise of the DeFi Broker Rule and the GENIUS Act.
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Companies Using Debt to Buy BTC Could ‘Hurt Bitcoin’: Anthony Scaramucci – Decrypt
Anthony Scaramucci criticizes companies using debt to buy Bitcoin, warning it could harm BTC when trends shift. He contrasts with Michael Saylor’s aggressive BTC debt strategy, favoring a ‘digital gold’ approach.
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Arthur Hayes Sounds Alarm on Emerging ‘Stablecoin Mania,’ Warns of Potential Repeat of Terra Luna’s $40,000,000,000 Collapse – The Daily Hodl
Arthur Hayes warns of a potential ‘stablecoin mania’ following Circle’s IPO, comparing it to Terra Luna’s collapse. He cautions investors about new issuers using leverage and hype, urging scrutiny of distribution channels.
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The Temple of Finance: How History Guides Web3
The article explores the historical roots of modern finance in ancient civilizations, highlighting early examples of risk management, futures contracts, and commodity speculation in Egypt and Mesopotamia.
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PwC Says Digital Euro Will Cost €18 Billion: Why Bitcoin Beats CBDCs
PwC estimates a digital euro would cost €18B, mostly borne by retail banks. Bitcoin offers lower costs, decentralization, and privacy, making it a superior alternative to CBDCs like the digital euro.
