Arthur Hayes: Foreign capital repatriation and the devaluation of the gargantuan stock of US treasuries will be the two catalysts that will power Bitcoin to $1 million sometime between now and 2028. I reduced risk, raised fiat, in late January. Then, it progressively dipped back into the market from late March to early April. We went maximum long in terms of outright crypto exposure during the Liberation Day week-long financial markets meltdown. Now is the time to decide what quality shitcoins can outperform Bitcoin in this next leg up in the bull market.