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Arthur Hayes· 2025-11-03 14:05
Are bankruptcy lawyers dodgy? Fuck yeah.But y were u even in that situation? Bc you ran an exchange that couldnt meet customer withdrawals on demand. If FTX was a bank, ur criticism would be valid. Are you saying FTX was a bank or an exchange?SBF (@SBF_FTX):[SBF says:]This is where the money went. https://t.co/HVRwEw5Z1k https://t.co/O6q77DvmTn ...
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Arthur Hayes· 2025-11-03 09:57
RT Akshat_Maelstrom (@akshat_hk)Crypto VC Funds: How LPs Get RektMy $100K, vaporized into $56K within 4 years (3% mgmt + 30% carry) by this Early-Stage Token FundDuring those 4 years, BTC 2x’d and numerous seed deals did 20-75x. Yet this fund charged fees to erase half of LP capital. [Vintage matters, sure, but vaporizing 50% in any cycle is elite-level underperformance.]Takeaway: Most early-stage crypto funds grew too big for the tiny pond of real winners. LPs deserve better oppties to deploy at scale (emp ...
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Arthur Hayes· 2025-11-03 09:28
RT Arjun Khemani (@arjunkhemani)Source: https://t.co/0UvoFn7pXp ...
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Arthur Hayes· 2025-11-02 08:51
My next essay dropping next week will explore how usage of the Standing Repo Facility is the Fed's new stealth money printing vehicle. When money gets tight (SOFR > Fed Funds), the Fed prints by lending through the SRF. https://t.co/xLxdascjdt ...
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Arthur Hayes· 2025-11-01 15:52
Market Sentiment - The tweet references a paper by @CryptoHayes suggesting France could lead to the downfall of the Euro and the EU [1] - The tweet draws a parallel between the current situation and @CryptoHayes's previous analysis [1]
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Arthur Hayes· 2025-10-31 22:34
It’s Halloween , can some ghouls take this bitch to $500? https://t.co/PSRadMWfJT ...
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Arthur Hayes· 2025-10-31 10:23
Recently when people in #crypto ask how I am, I just say $ZEC. ...
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Arthur Hayes· 2025-10-31 07:47
Let me jinx this...$ZEC to $400 and beyond. Happy Halloween Bitches! https://t.co/SQ95OmlfSJ ...
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Arthur Hayes· 2025-10-30 09:41
BOJ quote of the day:"Due to rising uncertainty in domestic political circumstances, as well global economic weakness as indicated by the Fed's continuing rate cuts, we feel it is best to maintain policy as is with the intention to further propel inflation (unspecified measure therof) to our 2% target"Translation: $BTC to JPY200m ...
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Arthur Hayes· 2025-10-30 07:39
Nothing stops this train.$ZEC to $10k https://t.co/aNpOmm6ooN ...