Arthur Hayes
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Arthur Hayes· 2025-11-30 07:30
I think @keoneHD made a valid point that @MaelstromFund past / present portcos that we advise and/or invested have big locked token supplies. My advice to founders is always get to 100% vested for the team and investors asap , ideally immediately.Then one of two things happens:1. The price nukes to close to zero, and stays there if there is no organic demand based on usage.2. Or the price dips and recovers because there is organic usage.I hope we have done our job as investors to only back projects that gen ...
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Arthur Hayes· 2025-11-30 05:30
.@keoneHD be like “Steady lads …” https://t.co/vG9PeUY5L4 ...
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Arthur Hayes· 2025-11-29 23:43
The Tether folks are in the early innings of running a massive interest rate trade. How I read this audit is they think the Fed will cut rates which crushes their interest income. In response, they are buying gold and $BTC that should in theory moon as the price of money falls.A roughly 30% decline in the gold + $BTC position would wipe out their equity, and then USDT would be in theory insolvent. I'm sure some large holders and exchanges will demand a real-time view of their B/S so they can assess the solv ...
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Arthur Hayes· 2025-11-29 23:09
RT Lighter (@Lighter_xyz)Will Black Friday be green or red?Trade these new equity perps at 10X leverage to find out: $AAPL, $AMZN, $MSFT, $GOOGL, $META. https://t.co/bEeDxqiBkw ...
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Arthur Hayes· 2025-11-28 22:10
RT Altcoin Daily (@AltcoinDaily)Eye-opening conversation with crypto veteran @CryptoHayes!-- Bull Market or Bear Market? #crypto-- The Fed Will Print Trillions 😳-- "#Bitcoin to $500k"-- How Much $ETH Do You Need To Become A Millionaire?👉 Watch FULL: https://t.co/kzf4Gt8CgS https://t.co/cF875g1goN ...
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Arthur Hayes· 2025-11-28 01:05
"Adapt or Die" is a discussion of all things perps. History, PMF, and why they will take over all TradFi markets.https://t.co/y2O5hIgSxT https://t.co/b1v0nhZ3l0 ...
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Arthur Hayes· 2025-11-27 09:11
I'm out. Send this dogshit to ZERO!$MON 😭😭😭😭😭😭😭😭 https://t.co/qUYgmhvPsT ...
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Arthur Hayes· 2025-11-25 12:57
Market Sentiment - The market is described as a bull market [1] - There is skepticism about the value of new Layer 1 (L1) blockchain projects with low float and high Fully Diluted Valuation (FDV) [1] - Despite skepticism, there is participation in the market, indicated by "aped" [1] Cryptocurrency Specifics - $MON is predicted to reach $10 [1]
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Arthur Hayes· 2025-11-25 11:16
Company Anniversary - BitMEX 庆祝成立 11 周年 [1] Social Media - 该信息通过社交媒体平台 Twitter (现为 X) 分享 [1]
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Arthur Hayes· 2025-11-25 03:55
Love this energy $ZECJosh Swihart 🛡 (@jswihart):https://t.co/0DMWw4NRai ...