Arthur Hayes

$CNY deval is on like donkey kong! https://t.co/64W6GWsOk0

Savage

If not the Fed then the PBOC will give us the yachtzee ingredients. CNY deval = narrative that Chinese capital flight will flow into $BTC. It worked in 2013 , 2015, and can work in 2025. Ignore China at your own peril. https://t.co/LAOeQZEjZt

It ain't over, until Xi / China bends the knee. I don't think that will ever happen, but if it does, they will start by arresting the slide of the #yuan. $USDCNH is approaching 5-yr highs. Xi's major weapon is independent monetary policy which necessitates a weaker yuan. https://t.co/jhByYcsNqw

Been nibbling on $BTC all day, and shall continue. Shitcoins are getting in our strike zone but I think #bitcoin dominance keeps zooming towards 70%. So we are not gorging at the shitcoin supermarket. Remember, money printing is the only answer they have.

Whoopsie 🙃🙃🙃🙃🙃🙃🙃 https://t.co/csc6646TsH

So close fam. Oh what shall I do, if $BTC breaks below $76,500 my credibility will be in tatters ... 😅😅😅😅😅😅 BUY THE FUCKING DIP MOTHER FUCKER! https://t.co/jXlXHAI5NT

I haven't loaded up my TradFi bloomie launchpad in a minute. Going to be interesting to see how US IG and HY CDS open today. https://t.co/w6Ph0z82aR

If ur trying to predict when the Fed caves and goes Brrr, watch the bond vol MOVE Index. As it goes higher anyone doing financed treasury or corp bond trades will be forced to sell by higher margin reqs. These are the two mrkts the Fed will defend to death. >140 yachtzee time! https://t.co/YrtVSMNdl3

A large % of Trump's base don't own lots of financial assets. I think schadenfreude amongst those who don't own stonks vs. those who do, is quite strong and hence Trump can go to the mat with these tariffs confident he is popular with those who matter to him.

Ugly open, get your popcorn ready! https://t.co/OVF0w0WEwj

Volatility is back baby. I fucking love this shit. Going to be a fun week.

Fam, are we repeating Black Monday? SPX futs open at 6am GMT+8. Where does SPX open for Asia morning trading? $BTC hasn't done much over the weekend to tell us which way things will shake out.

THE END: Of US Treasuries and to a lesser extent US stocks as the global reserve asset. Since Nixon took the US off the gold standard in 1971, US treasury debt outstanding grew by 85x. The US had to create the credit dollars necessary for the growth in the world economy. This was good for some Americans and bad for others. Trump was elected on average by those who believe they didn't share in the US "prosperity" of the last 50 years. If the US current account deficit is eliminated, then foreigners do not have dollars to buy bonds and stocks. If foreigners have to juice up their own nations' economies they will sell what they own, US bonds an…

$BTC hodlers need to learn to love tariffs, maybe we finally broke the correlation with Nasdaq, and can move onto the purest form of a fiat liquidity smoke alarm. https://t.co/BrmcNpOuGr

This weekend $BTC faces the Final Boss are you ready fam?

Fuck yeah

Y'all need to be reading and listening to Russell Napier, it's a cheap subscription relative to other macro analysts but his shit is fire, and very timely and relevant given the upcoming changes in the global monetary order.

Some of y'all are running scurred, but I LOVE TARIFFS, some chart porn to understand why. Global imbalances will be corrected, and the pain papered over with printed money, which is good for $BTC. https://t.co/jc5eZ2VIEa The $ is weakening alongside foreigners selling US tech stocks and bringing money home. This is good for $BTC and gold over medium term. https://t.co/XzRcxOaJzT We need #China to ease by allowing domestic credit creation to flow offshore via a weakening $CNY. With a 65% effective tariffed levied, China could respond by allowing $CNY to weaken past 8.00 https://t.co/5h5wmHgj4K We need Fed easing, the 2yr treasury yield dum…

Trump’s tariff formula is further evidence he is laser focused on reversing these imbalances. The problem for treasuries is that without $ exports foreigners can’t buy bonds. The Fed and banking system must step up to ensure a well functioning treasury mrkt, which means Brrrr. https://t.co/doGPAaRfAl

Mrkt no likey "Liberation Day", if $BTC can hold $76.5k btw now and US tax day Apr 15, then we are out of the woods. Don't get chopped up!

In case you missed it, my latest essay dropped yday called "The BBC". I discuss why $BTC is about to zoom higher due to renewed Fed money printing. https://t.co/Lt2cq8HKxx https://t.co/noYVLnLWi0

Thank you @POTUS

Vibes Strong

Some of you will appreciate the irony that CZ and Star are cooperating to gang up on @HyperliquidX . You gotta know ur crypto history to get the joke. There is nothing more that humans like than to support an underdog vs. a perceived unstoppable opponent. $HYPE for the win! https://t.co/pSgYcB9NAK

Are you listening? Establishment economists are putting up QE not QE trial balloons left right and centre. The Fed is covering itself with “justifications” by “smart” academics before they press the Brrr button for realz. https://t.co/KT6sN36mqP

$HYPE can’t handle the $JELLY Let’s stop pretending hyperliquid is decentralised And then stop pretending traders actually give a fuck Bet you $HYPE is back where is started in short order cause degens gonna degen

Dubai Token2049 is going to be lit.

$ETH to $5k before $SOL to $300. Who is with me?

I bet $BTC hits $110k before it retests $76.5k. Y? The Fed is going from QT to QE for treasuries. And tariffs don’t matter cause “transitory inflation”. JAYPOW told me so. I’ll expound on that in my next essay, that’s the TLDR for your TikTok peanut brain. My grammar was a bit off. What I mean is that the price is more likely to hi $110k than $76.5k next. If we hit $110k, then it’s yachtzee time and we ain’t looking back until $250k.