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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]
X @Arthur Hayes
Arthur Hayes· 2025-11-25 03:55
Love this energy $ZECJosh Swihart 🛡 (@jswihart):https://t.co/0DMWw4NRai ...
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Arthur Hayes· 2025-11-25 03:41
RT Anthony Pompliano 🌪 (@APompliano)Mike Green (@profplum99) and I rarely agree on anything, but this piece he wrote is a must-read for every person in business or finance.One of those things you read and then can't unsee what you learned.https://t.co/aNFSkNQAVW ...
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Arthur Hayes· 2025-11-25 03:30
Preach🉐 Crypto Linn (@crypto_linn):WHY does linn only use @ether_fi 's crypto card?- spend directly from your own vaults- real crypto settlement, not fintech fiat-wrapping- debit + credit in one product (direct stablecoin pay or 4 percent APR crypto-backed credit)- flat 2–3% cashback on everything- cashback https://t.co/FCKlrhBJRX ...
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Arthur Hayes· 2025-11-24 11:55
Ser just some simple maths will tell you the only way $HYPE overcomes the uncertainty is massively growing rev. Even if the team pinky swears to not sell, there is nothing holding them to that. So you have to assume a >0% amount of daily sell pressure. The market is already discounting this bc, P/FDV fell 50% since the price ATH in July.Andy (@andyyy):An open letter to Jeff & the Hyperliquid team about the upcoming unlocks:I want to start by saying the community knows you and the team are going to do what’s ...
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Arthur Hayes· 2025-11-24 11:10
minor improvements in $ liq:- fed qt stops dec 1, this wed will prob be last fall in b/s- us banks increased lending in novwe chop below $90k, maybe one more stab down into low $80k's but i think $80k holds. might start nibbling, but leave the bazooka until the new year ...
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Arthur Hayes· 2025-11-21 13:52
$BTC undershooting decline in $ liq. Bottom is near, but be patient before blowing your load. Wait for US stonks to puke as well. We are playing for more money printing, and for that we need AI tech stocks to crater. https://t.co/ANMQcK1Uto ...