Arthur Hayes
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Arthur Hayes· 2025-10-15 15:14
No CEX on the first date.Hyperliquid (@HyperliquidX):On Hyperliquid, there is no listing fee, no listing department, and no gatekeepers.Spot deployment on Hyperliquid is permissionless. Anyone can deploy a spot asset by paying a gas fee in HYPE. Deployers can choose to receive up to 50% of trading fees on their spot pairs. ...
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Arthur Hayes· 2025-10-15 09:47
RT Medici Network (@NetworkMedici)1/🎙️New special episode is out on Level Up!Captured LIVE on stage at Medici SG 25, @David_Grid & @SeanMFarrell sit down with @CryptoHayes, co-founder of @BitMEX & CIO of @MaelstromFund, for an unfiltered discussion on markets, liquidity, and crypto’s next big cycle.They cover:• Maelstrom’s multi-strategy investment approach• Why liquidity drives everything• Outlook on BTC, ETH, and perps DEXs• Why “number go up” remains the ultimate marketing strategyFull Episode Links & Sn ...
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Arthur Hayes· 2025-10-14 21:45
There you have it, QT is over. Back up the fucking truck and buy everything. https://t.co/kQbpBSOlOU ...
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Arthur Hayes· 2025-10-14 21:40
Welcome to the game serMo Shaikh (@moshaikhs):I can count on one hand the number of crypto VCs with operator experience.Don’t get me wrong, there are a lot of great investors in the space right now. But too many funds write checks and too few help founders actually build. And it's holding the industry back.@neilhar_ ...
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Arthur Hayes· 2025-10-14 03:29
Banksters got the hint led by the Grand Master Jamie Dimon, time to create credit and lend to US industry. More dollars, more $BTC number go up! QE 4 Poor People in action. https://t.co/dBI4fuiDoT ...
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Arthur Hayes· 2025-10-14 03:17
RT Fed (@lord_fed)It was all a misunderstanding on Friday, thanks for playing https://t.co/wiJaoJZokx ...
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Arthur Hayes· 2025-10-14 00:48
RT dream temple (@dreamtemple_)DREAM TEMPLE / ARTHUR HAYESPrinted rebellion. Woven conviction.Fuck Fiat — not just a tee, a thesis.The market speaks, and we answer.@CryptoHayes https://t.co/QiRb7s8qt1 ...
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Arthur Hayes· 2025-10-14 00:14
RT Maurice Andrew (@ShubzyM)yeah we did a cool thing during @WebX_Asiapowered by $hello ...
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Arthur Hayes· 2025-10-13 05:22
So much for property rights. China - first, then your bank account next. $BTC for the win. https://t.co/Qpb632ikxU ...
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Arthur Hayes· 2025-10-13 03:12
Market Analysis of USDe - The analysis indicates that USDe did not depeg during the market volatility, despite claims circulating [1] - The primary venue for USDe, Curve, maintained a tight peg throughout the episode [5] - The incident exposed lessons for the industry regarding market infrastructure [7] Binance-Specific Issues - Binance experienced a flash crash specific to its platform, which could have been prevented with better market structure [5] - Binance's instability during the liquidation event hindered market makers' ability to arbitrage due to API failures and withdrawal/deposit issues [2] - Binance lacked a primary dealer relationship with Ethena, preventing direct minting and redemption on the platform [3] - Binance's poorly implemented oracle and aggressive liquidation mechanisms exacerbated the price decline of USDe [4] - Binance is refunding users liquidated on USDe due to its flawed price assessment, unlike other exchanges [4] Comparison with True Depeg Events - Unlike the USDC depeg in 2023, USDe remained fully collateralized and worth $1 on its primary venue [5][7] - The USDC depeg involved price declines across all venues and halted redemptions, representing a true depeg event [5] Liquidity and Venue Analysis - Curve holds the most liquid venue for USDe, with hundreds of millions of dollars in standing liquidity [2] - Other exchanges, including Binance, have only tens of millions of dollars in liquidity for USDe [2] - USDe experienced varying price fluctuations across different centralized exchanges (CEXs), with Binance showing the most significant depeg [2]