Arthur Hayes

I travelled to the top of a volcano and found a grave site of $ZEC bears. https://t.co/iQsNJCaSUx

The tears of the bears shall be my sustenance. $ZEC first stop $1k https://t.co/FPCZbNxMTj

Bottomless pow brought to you by $ZEC. https://t.co/x2DGokTFGz

👀 https://t.co/jzK28x8Tuh

Snow vibes. Full send! https://t.co/NkMwXNa1kB

We are rotating out of $ETH and into high-quality DeFi names, which we believe can outperform as fiat liquidity improves.

"Love Language" is an essay that argues the Fed's new Reserve Management Purchases (RMP) scheme is just a new way to disguise money printing. RMP > QE $BTC 2 Da Moon! https://t.co/uHRoB4VCfR https://t.co/jbh6TF5b5c

Don’t sleep on $WILD

Oh baby - I wonder if these bonds are eligible collateral at the ECB? I bet yes, and now we have a great way to print money patriotically!!!!

It’s always nice to get something right … $HYPE is almost in my strike zone. I need it to dip below $20 though. Maybe if some more team members dump, my dreams can come true. https://t.co/YW0J4XC7Iz

Don’t fight the BOJ: -ve real rates is the explicit policy. $JPY to 200, and $BTC to a milly. https://t.co/PdZh87ruVI

Time to go shopping … In fact, ⁦@MaelstromFund⁩ is busy loading up on high quality shitcoins. https://t.co/MtgLnfmzVg

Before being funded by @MaelstromFund to work on @payjoindevkit (to enhance privacy in Bitcoin), Ben Allen worked as a teacher in Korea Ben got his start in open source programming with the @ChaincodeLabs’s BOSS program https://t.co/oIwCVHAye1

NEW interviews from Maelstroms Chief Arthur Hayes Access the latest insights on the markets digital assets and Web3 IssueWire https://t.co/rmpg38a8AY

How deep is your love? https://t.co/FnKiRMKBL7

Nibble nibble. $ZEC on sale. https://t.co/lZKx9OeTdn

$BTC dumped cause BOJ put Dec rate hike in play. USDJPY 155-160 makes BOJ hawkish. https://t.co/lG47l5cbCA

Monday vibes , it’s time for Up Only! https://t.co/rVcbO2nuyt

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 generate organic usage and thus in the medium run we will make money, and if we failed at our job we deserve to lose all our money. Un…

.⁦@keoneHD⁩ be like “Steady lads …” https://t.co/vG9PeUY5L4

@keoneHD combine your amazing tech with amazing tokenomics. Unlock all the tokens and let the market send $MON to …

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 solvency risk of Tether. Get out your popcorn, I expect the MSM to run wild with this, especially all the editors with TDS who want to shit …

@schmoneyman_ @keoneHD There is a lesson here ...

"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

I'm out. Send this dogshit to ZERO! $MON 😭😭😭😭😭😭😭😭 https://t.co/qUYgmhvPsT

Just what this bull market needs another low float , high FDV useless L1. But obvi I aped. It’s a bull market bitches! $MON to $10 https://t.co/UMSDWWmp5a

My baby @BitMEX is 11. Join the party #BitMEXLegends https://t.co/6SOzZhxunT https://t.co/H0U76XLpIl

Love this energy $ZEC

Preach

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.