Arthur Hayes
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Arthur Hayes· 2025-10-24 09:44
Taxation Policy - France proposed global taxation for the National Budget of 2026 [1] - French citizens moving to a region with taxes 40% lower than France's will pay taxes on their global income [1] Geopolitical Implications - European countries are potentially implementing similar tax policies [1]
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Arthur Hayes· 2025-10-22 07:00
Translation: let’s print money to hand out to folks to help with food and energy costs. These costs rose because we printed so much money before. This is insanity but whatever: $Yen to 200 and $BTC to $1mm. Yachtzee https://t.co/ngF1sOwBYh ...
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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
Regulatory Landscape - The Fed is proposing a new "limited-access" or "skinny" master account for legally eligible institutions [1] - This would grant direct access to the Fed's payment rails, bypassing reliance on partner banks [1] Potential Impact on Crypto - This move could potentially eliminate Tether's need to rely on traditional finance banks [1] - The Fed's action is viewed by some as opening the door to crypto banking [1]
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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
Cryptocurrency & Blockchain - ZecHub is mentioned, suggesting a focus on the cryptocurrency or blockchain space [1] - The report likely discusses trends, investment opportunities, or risks associated with Zcash (ZEC) or related technologies [1]
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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]