Haribaldi

@WuBlockchain @CryptoHayes That man is so impressively full of shit

Arthur Hayes: AI Will Trigger the New Subprime Crisis On April 28, 2026, Arthur Hayes @CryptoHayes stated at the Bitcoin 2026 conference that AI is triggering a deflationary crisis. He believes the replacement of high-earning knowledge workers by AI will devastate traditional SaaS companies and severely impact lending institutions. This potential multi-hundred-billion-dollar banking failure, termed the "new subprime crisis," is the key macroeconomic factor previously driving Bitcoin prices lower.

@defi_monk Why not

Reminder that $HYPE’s market cap is not actually $60B

@jvb_xyz If you knew that, you should’ve called it before the news of a deal

The world cannot survive another 3mths w/o 8MBD of oil. This will get resolved on short order.

@mewn21 My thoughts as well x.com/iamharibaldi/s…

@Pop_Collapse "Sure it's $280 per coin and you can buy other AI coins for $1 or even less than $1 but so what. Why roll the dice." Please tell her about the difference between coin prices and market caps

I went down a few rabbit holes recently with crypto tokens. Conclusion: buy Bittensor bittensor:native There is nothing like it. Sure it's $280 per coin and you can buy other AI coins for $1 or even less than $1 but so what. Why roll the dice. Own something meaningful that actually is producing industry disrupting tech and services and only getting better by the day. Additionally, bittensor:native has the same tokenomics as Bitcoin bitcoin:native and zcash:native and the first halving occurred December 2025. Analysis and Chart: This is the most direct and commonly shared comparison chart right now (from late 2025/early 2026 analysis). It overlays Bitcoin’s price action (orange) from its early days through the 2012 halving era (roughly 2009–2014, log scale) against Bittensor bittensor:native (blue) aligned to its own first halving (Dec 2025). Key takeaways from the chart + current data (May 21, 2026): > bittensor:native is currently ~5 months post-halving, sitting in the “consolidation / pre-takeoff” zone that BTC experienced after its 2012 halving. > bitcoin:native didn’t explode immediately — it consolidated for months, then entered a massive multi-month rally (peaking ~881 days post some reference points in the overlay). The analogy many analysts use: bittensor:native today (~$270–$280, ~$2.8–3B market cap) is roughly where BTC was in the 2012–2013 era (post-halving, sub-$300 range, early network adoption phase with similar 21M supply + halving economics). Reminder: we are in the midst of an AI super cycle - most likely the early innings. Why wouldn't you want the best AI "crypto" out there?

@cryptounfolded JFC that is quick

Hyperliquid DATs (corporate digital asset treasuries) now hold ~10% of $HYPE supply, the largest slice tracked by Artemis. The teal line stair-stepped aggressively higher since mid-2025, pulling ahead of Ethereum (~5.5%) and Bitcoin (~5%) associated wallets. $HYPE sits at ~$15B MCAP with only ~25% circulating. Takeaway: Mirrors MicroStrategy-style corporate BTC treasuries — creates sticky structural demand and alignment. Clear concentration risk if any of these holders rotate. Price is already ripping +18% today.

HYPE DATs now make up 10% of supply

@RyanWatkins_ @defi_monk 5x in years isn’t crazy

If you’re wondering why $HYPE is making new ATHs today, this is your best resource to understand the thesis. @defi_monk and I spent an enormous amount of timing detailing the evolution of Hyperliquid and quantifying how big the opportunity could be, potentially reaching $300B+ in the coming years. The job is far from finished.

@orderx @laevitas1 Well, we cleared 60

The OrderX $HYPE Update: 1️⃣ The Systematic Underpricing: The most glaring mispricing in digital assets today. 1W Realized Volatility is vertical near 115%, yet Implied Vol is lagging at 90%. That is a -25 point negative variance risk premium. Option writers are structurally subsidizing your long-vol exposure while the underlying prints back-to-back green candles. 2️⃣ The Short-Term Compression Play: May 29 options are at risk of undergoing a massive volatility crush. Spot is currently stalling at $59.17, hitting a towering institutional positive gamma wall at $60. Dealers are acting as the market's speed limit here—selling every rip and buying every dip, preparing a pristine weekend pin environment. 3️⃣ The Long-Term Expansion Powder Keg: Look at the June 26 quarterly expiry. There is a staggering 601,879 open interest cluster at the $60 Call. If spot clears $60, dealer behavior flips from a brake to an accelerator. Chasing those short deltas inside a structural gamma vacuum will trigger an explosive short covering squeeze targeting $80. The OrderX Verdict: The market has bifurcated into a near-term pin and a long-term rocket ship. Trade the timeline that matches your capital efficiency mandates. What our desk thinks you should do👇 Data: @laevitas1 @DeriveXYZ #HYPE #Options #Trading #Volatility #Gamma #VRP #OrderX

@arkham “We assume no risk for the product itself, Mark”

BITWISE IS BUYING $HYPE Bitwise have announced their ETF addresses. They have bought a total of $19.78M HYPE so far and staked it. They are already up $2.4 Million. Tradfi is coming for your $HYPE.

I think the hype around $HYPE is justified But I genuinely think there is also going to be a crypto broad HYPE effect I.e. the fundamental success of $HYPE will accelerate wall and main street’s attention to crypto in general again Crypto is real business

All time $HYPE is almost here. $150 is much closer than it was. Yachtzee 😘😘😘😘

@CryptoHayes Please don’t jynx this too

Beautiful fat fat fat finger on HYPE/USD Kraken

@x256xx @buyerofponzi

You should block everyone who said $PUMP revenue is real

@WuBlockchain @CryptoHayes Arthur Hayes is an attention whore with ragebait takes

Arthur Hayes: Trump Should Veto the CLARITY Act BitMEX founder Arthur Hayes @CryptoHayes said in a May 13 interview with The Wolf Of All Streets that he hopes Trump vetoes the CLARITY Act. He argued that if Bitcoin and crypto need regulation to survive, they are "not worth a penny." Hayes said banks want to offer crypto products because clients need non-correlated assets to hedge against inflation and fiat debasement, while banks can earn fees from them. But he opposed pushing Bitcoin too far toward "institutionalization," saying it would undermine what crypto has built over the past 15 years.

@FarsideUK What do you think? x.com/chimpcap1tal/s…

Should we add a Hyperliquid ETF flow dashboard?

@IT_Tech_PL @CoinAnk If the signals continue to fail, maybe they aren’t signals

$BTC just flipped bullish for the 4th time in 48h. None of them held. 3 times in 48h. Same result every time. - SuperTrend: 4 bullish flips, 3 bearish flips - neither side holding - Range: 76.01K -> 78.52K, price compressing at 77K - Latest flip at 76.8K (May 19) - already stalling under 77.2K - Volume profile: heavy liquidity cluster overhead at 77.2K -> 78.4K Swept 76.01K. Reclaimed 76.8K. Now testing the same wall that rejected the last two rallies. Every bullish flip = lower high. No close above 77.5K. Sellers are still in charge. ⚠️

@fundstrat This doesn’t make sense If the inverse correlation was stable, you could explain the lower eth price through oil If the inverse correlation is now higher, then you can’t explain it through ‘higher correlation’. You also don’t give any reason for it

🧵 1/ If one is wondering why Ethereum $ETH has been under selling pressure: - to me, rising oil prices is the biggest headwind - ETH inverse correlation to oil is the highest ever

@Scaramucci Unconditional love for a country is pretty silly

My grandparents had an unconditional love of this country. Coal miners, peasant farmers, day workers and I’m sitting here at Bloomberg talking to you about markets and politics. That is the dream. That is the promise of America. So I’m making the bet that we figure this out. Here’s why - the American people can smell a rotting cadaver in their basement. They voted Biden out. Put the Republicans back in. Now they’re turning again. Both parties have negative approval ratings because they know something is deeply wrong even if they can’t always articulate what it is. Cicero said it 2,600 years ago — we are slaves to the law in order to be free. We need someone who can walk up to a microphone and explain that to the American people in plain language. I think those people exist. I think they’d respond to it. I’m betting on it.