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