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Arthur Hayes: the thing that ends this bull market isn't a recession or a Fed pivot...It's AOC."I think she is going to be the Democratic nominee for 2028. And I think investors are going to freak the f*ck out."If she starts polling well, investors holding AI stocks at 100x revenue will have to start asking what a 50% AI tax will do to valuations."And once you start asking questions about the future like that - it's over."FT @CryptoHayes @ilblackdragon @andyyy @robbieklages @therollupco.
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