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Arthur Hayes· 2025-10-21 14:47
Market Trends - HYPE multiple compression is a risk in the decentralized perpetual exchange (perp dex) landscape [1] - The perp dex landscape is becoming more competitive [1] Financial Performance - Annual revenue is almost back to all-time high (ATH) [1] - Market participants are not willing to pay as much for future uncertain revenues [1]
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Arthur Hayes· 2025-10-21 14:41
Imagine if Tether didn’t need to rely on a shitty TradFi bank for its existence. The Fed is quickly moving to destroy commercial banking in the US. This is Trump’s revenge for debanking his family.CryptosRus (@CryptosR_Us):🚨FED OPENS DOOR TO CRYPTO BANKING🇺🇸Governor Chris Waller announces the central bank is proposing a new “limited-access” or “skinny” master account that would give legally eligible institutions direct access to the Fed’s payment rails - without relying on partner banks.This https://t.co/iI ...
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Arthur Hayes· 2025-10-17 18:58
Here is the ☕️ on our new buyout fund.Akshat_Maelstrom (@akshat_hk):Maelstrom Equity Fund I, L.P.* is out of the bagLet's dive in -* @CryptoHayes' debut external fund, the first control-buyout PE fund ever to specialize solely on the crypto industry. Targets = profitable, off-chain 'picks and shovels'.Why we are building this:- Problem 1: https://t.co/K5E2wWbUqF ...
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Arthur Hayes· 2025-10-17 16:44
RT ZecHub (@ZecHub)https://t.co/COUhKyLIeX ...
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Arthur Hayes· 2025-10-17 14:21
RT Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat)I understand why markets are “wary”- 🇺🇸 - 🇨🇳 tensions- major deleveraging last week- “cockroach” fears on private credit- October is month we tend to see 💥But…- sentiment is negative (AAII) = contrarian good- only 22% fund managers beating benchmark = chaseBTFD = our take@fs_insight @FundstratCap @BitMNRTickers: $GRNY $BMNR ...
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Arthur Hayes· 2025-10-17 13:18
Market Trend & Investment Opportunity - Bitcoin is potentially on sale, presenting a buying opportunity [1] - A potential US regional banking crisis could lead to a bailout, similar to 2023 [1] - The industry should prepare a shopping list with available capital in anticipation of a bailout scenario [1]
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Arthur Hayes· 2025-10-16 17:07
Market Sentiment - The tweet expresses a negative sentiment towards the Federal Reserve Chairman Jerome Powell (JAYPOW), suggesting a need for a "bailout" [1] - The language used is highly derogatory and critical [1] Potential Economic Concerns - The call for a "bailout" implies potential financial distress or instability within a specific sector or the broader economy [1]
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Arthur Hayes· 2025-10-16 12:17
RT Luke Gromen (@LukeGromen)Really important chart from @Econimica (who is a great follow.)QT never happened in 10+yr USTs post-2022 https://t.co/CiY5lzfIyo ...
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Arthur Hayes· 2025-10-16 08:18
RT Chairman Bowdre (@ChairmanBowdre)Before @BitMEX existed, over coffee at the Cupping Room in Sheung Wan, Hong Kong @CryptoHayes and I made our first transaction.Vote 🗳️ https://t.co/rXgQbP1mbfCoffee with Arthur, the arbiter of arbitrage. I took Bitcoin. Missed BitMEX. Lesson: hedge history. ☕💱 #CryptoWisdom #ArthurHayes”☝🏽🧐Wisdom lies in all that cross the finish line. ☕💱 #CryptoPhilosophy #ArthurHayes #HongKong #DigitalPioneers” ...
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Arthur Hayes· 2025-10-15 22:00
RT Milk Road (@MilkRoadDaily)The Crypto Bull Run No One Is Ready For w/ @CryptoHayes$250K $BTC by year-end? Arthur still believes it.Why? The Fed just admitted QT is ending.Liquidity is coming back fast.QE is around the corner. This is just getting started.Tune in to know more⏱ TIME POINTS ⏱00:00 – Intro02:23 – Arthur on the Crash05:24 – Why the Crypto Market Collapsed12:02 – What Liquidations Say About Alts14:36 – How to Prep for Black Swan Events16:05 – Nexo16:38 – Figure Markets17:13 – Arthur’s Macro Bul ...