Arthur Hayes

"Long Live the King!" to be published later this week is a chart study of why the 4yr $BTC and #Crypto cycle doesn't apply this time. It was the most common question asked of me during @token2049 , i thot it best to expand on my reasoning via an essay.

@token2049 was lit. The most common q I got asked was "is the 4yr cycle dead?". I believe yes, and I'll publish a chart study next week on why fiat liquidity conditions that led to the end of year peaks in 2013, 2017, & 2021 r not present today.

Stimmies - FUCK YES

Sat next to ⁦@naval⁩ at dinner. He shilled me $ZEC. I aped. All my brokers said I couldn’t trade, so I had to have it. https://t.co/vWTbn2HUNW

A @MaelstromFund portco. LFG can’t wait for the TGE.

Suck on this haters

"Bastille Day" is an essay describing France's exit from the euro and the coming multi-trillion euro ECB bailout. https://t.co/5pX5BvIMNJ https://t.co/xyxaWodh1N

Day 2 fam, LFG. @token2049 https://t.co/P43FrDZVGD

Let’s fuck em up

Morning fam, going to smack some balls to warm up for the main event 10:30am MainStage @token2049 Yachtzee bitches. https://t.co/aLS1dwMRM6

Go get em. Fuck em up! Perps 4 da people.

Should I get back on the $HYPE train fam? https://t.co/kNADDHUzks

#crypto no like the UST 10yr rejection of the Fed cut. https://t.co/N9BVQTIEmc

한국 사랑해요 https://t.co/hyZ55JmrFl

Translation: Buy $ENA https://t.co/zDOYF27rJ0

Next up a US IPO. Bye bye ⁦@circle⁩ https://t.co/tYDehemys4

Happy birthday @ScottiePippen come get some of these stem cells so you can dunk on mofos at 60.

Pretty bad ass

As promised "Four, Seven" discusses the Trump takeover of the Fed and is the corresponding essay to my KBW speech this morning. https://t.co/NV2XQei69d https://t.co/9NKC8uq7An

@IdespiseE Hate hate hate hate hate hate https://t.co/XMrZgUiZNj

This is why we dumped $HYPE today. But don’t worry 126x is still possible 2028 is a long way off.

Does #crypto care that UST 10yr yields are UP since Sept 17th when the Fed cut? https://t.co/eqesp8wIsG

Need to pay my deposit on the new Rari 849 Testarossa

TGA refill almost done - target is $850bn. With this liquidity drain complete, up only can resume. https://t.co/LSVieKX2J8

Real users, spending real money, that goes back to token holders. Yachtzee.

All time $HYPE https://t.co/OO0xrOSM0u

I love it when new narratives start cooking.

With Fed board member Miran now confirmed, the MSM is preparing the world for the Fed's "third mandate" which is essentially yield curve control. LFG! YCC -> $BTC = $1m https://t.co/jlPQZJ0cHm

NEW interviews from Maelstroms Chief Arthur Hayes Access the latest insights on the markets digital assets and Web3 IssueWire https://t.co/r5FDVq29dt

I can't wait for KBW. I'm on at 10:40am next Tue the 23rd. My speech entitled "Four, Seven" will be a discussion for how Trump takes control of the Fed by 1H2026 and begins to ramp up money printing.