Arthur Hayes

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The CME and ICE can go fuck themselves. Long live $HYPE

@vydamo_ you god damn fucking right, just keep injecting those baby cells

Arthur Hayes after he posts a 4 page think piece on a bag he dumps the next day at a rave

Common Buffalo Bill Bessent do something!!!!!

My AI bags need the Cerebras IPO to pop. I went to @HyperliquidX to figure out grey market on where it might open in a few hours. IPO price $185, so indicating a ~50% pop. Long live perp DEXs!!!

One of the most bullish charts in all of crypto right now is shielded Zcash supply.

IMO spiking 10yr TSY yields will force Trump to bring home a deal with China otherwise the wheels are going to fall off TradFi markets. I'm buying dips here.

LFG!!!!!

.@CryptoHayes joins @laurashin Today on @Unchained_pod. His Tehran Toll Booth scenario is now reality: yuan tolls at Hormuz, foreign central banks dumping Treasuries. Plus the AI capex boom as a money-printing machine, AI agents on crypto rails, and the case for HYPE. Streams today right after DEX in the City.

Arthur on why he called Q1 a no trade zone and why AI deflation was the real risk nobody was pricing in "10% to 20% of the workforce getting let go because of AI efficiencies means high consuming individuals can no longer service their debts and no longer buy the things that run the American economy" "I know eventually there will be a crisis and they will print enough money to make me whole. But why would I be adding risk at this particular point in time"

The 10yr TSY yield is entering TACO territory.

@w3bagent renting conviction almost always leads to losses, at least when i'm punting

@CryptoHayes In the end you can read as many experts as you want. YOU NEED TO BUILD YOUR OWN CONVICTION AND DON'T BORROW IT FROM OTHERS. No will and had always been right. But bringing some art to the guessing game is a nice add on.

My newest essay "The Butterfly Touch": The seductive sensation of expectation permeates my body as the incipient bull market gently caresses my soul. As I jubilantly press the buy button, I know speculative excesses will propel my portfolio to new heights … at least until the maddening crowd awakens from its drunken reverie to reel in its optimism of a more glorious future and the physics of gravity reasserts itself over human financial markets. The future, as foretold by the gaggle of cheerleaders this time around, is replete with AI agents running amok, producing a thought to be unlimited economic bounty. The new masters of the universe, American and Chinese tech bros, build a substrate from which AI emerges into existence. Ensconced in their silicon encrusted palaces in San Francisco and Hangzhou their companies hoover up all available capital to build heaven on earth, at least for their shareholders and The Party, and when capital becomes scarce berate the political class of this era to support the printing of dollars and yuan to further extend their prowess. An orgy of construction focused on creating an AI utopia is not the only raging party. Another type of bro revels in the erection of a global edifice of death. Why should Pax Americana be the only purveyor of pain? Their glorious nation requires the most badass means to exterminate the enemies of the state because one cannot rely upon the mercurial permanently tanned emperor to rush to the assistance of his supposed allies. Therefore, it is essential to build bombs using printed money and conscript young men to face death for the glory of … I don’t know what. ... Let this essay permit the bull in your soul to emerge out of its cocoon and fly towards a profitable future, even as many untouchables in the global south, because of the wartime disruption in the flow of essential commodities, starve to death in the shadows where mainstream media refuses to shine a light on. Link to the full essay on my profile page.

ARTHUR HAYES SAYS BITCOIN TO $126K IS INEVITABLE Arthur Hayes (@CryptoHayes) believes Bitcoin $BTC has already bottomed near $60,000. The BitMEX co founder said a breakout above $126,000 is inevitable. Hayes argued expanding global credit conditions remain strongly bullish for Bitcoin. He also pointed to rising AI infrastructure spending and growing war expenditures. Hayes expects momentum to accelerate sharply once Bitcoin clears $90,000. Per reports, Hayes' family office Maelstrom is heavily positioned in $HYPE and $ZEC.

Arthur Hayes (@CryptoHayes) x @_dsencil at @TheBitcoinConf 2026 in Las Vegas “Bitcoin is literally just a derivative of how much fiat is there in the world” 🔸Not a bull run - slow grind 🔸Real breakout = $145K 🔸AI = potential credit shock Liquidity drives everything.

@rekterios Honourable mention

@CryptoHayes POV: when you paid in bitcoin for safety passage through the Strait of Hormuz and in a moment you will be able to buy a new long sleeve

In honour of the resumption of the bull market, it's time for another giveaway 10 zcash:native giveaway meme contest. Theme: Geopolitics Photo: Required, no videos Text: Witty & offensive

@Algoyrithm Honourable mention

@CryptoHayes OPEC could never

@EnjoyingZones Honourable mention

@CryptoHayes @CryptoHayes ❄️🥶

Winner winner chicken dinner, I'll DM you @CallmeNewQ to settle up.