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Arthur Hayes· 2025-07-23 07:32
RT DCF GOD (@dcfgod)Some takes on this new $ENA treasury vehicle:- Obv good for ena price. They’re going to be market buying $5m/day starting now for 6 weeks.- unlike other buybacks, when they end, the party doesn’t end because the vehicle still has to go live and can suck in capital in lots of ways.- USDE is an amazing ticker and stablecoin x is a great name. Weird for the other vehicles like the eth and hyperliquid ones to be named after gaming / bio companies.- tradfi has 0 ability to bid the stablecoin ...
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Arthur Hayes· 2025-07-23 06:33
Trump is hitting the credit kick drum, and it's time to get up and dance. "Time Signature" is a discussion about the pivot to a US fascist economic system and how it pumps our #crypto bags.https://t.co/NiyZIhwO7Y https://t.co/9w7lgCIjFx ...
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Arthur Hayes· 2025-07-21 17:54
https://t.co/FJoVCgI6mPPeter Schiff (@PeterSchiff):Ether is back near the upper end of its trading range again. If you own any, this is a great time to sell. As much as it pains me to say, selling Ether and buying Bitcoin with the proceeds is a better trade than holding Ether. ...
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Arthur Hayes· 2025-07-21 13:43
Fuck the bears!Ethena Labs (@ethena_labs):StablecoinX Inc. @stablecoin_x has announced a $360 million capital raise to purchase $ENA and will seek to list its Class A common shares on the Nasdaq Global Market under the ticker symbol "USDE", which includes a $60 million contribution of ENA from the Ethena Foundation https://t.co/sgfD8P9m05 ...
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Arthur Hayes· 2025-07-21 07:22
Fam can we pump $ETH to $5k by Friday? ...
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Arthur Hayes· 2025-07-20 16:01
Dollar General is about to be stocking $ENA https://t.co/3Ep1lBAZkn ...
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Arthur Hayes· 2025-07-20 09:40
Degens how are we going to celebrate $ETH = $4,000? https://t.co/JI43Yrvat4 ...
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Arthur Hayes· 2025-07-19 05:49
This is huge, I wrote about this happening in my essay Shikata Ga Nai last year, and now the BOJ has formally annc it. Come see my presentation at WebX Tokyo on Aug 25th where I will present how the BOJ is about to ramp up the fiat liquidity gusher and propel $BTC much higher.EndGame Macro (@onechancefreedm):This might look like just another central bank liquidity move, but it’s not. The BOJ stepping in to supply U.S. dollars against pooled collateral starting July 17 is one of those quiet, technical shifts ...
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Arthur Hayes· 2025-07-18 16:45
RT BitMEX Research (@BitMEXResearch)Bitcoin Versus The IMFIn this new report, we explain how the IMF is both obsessed with Bitcoin & vehemently anti-Bitcoin. In the El Salvador IMF country reports, Bitcoin is the second most common word#Bitcoin is mentioned 319 times in two reports!! https://t.co/12QkN4OEYK ...
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Arthur Hayes· 2025-07-18 07:03
$ETH is choosing violence right now. https://t.co/jtFLWc0CLz ...