← Influencer libraryEdition 2026-10-10, preview.
THE LIBRARY

Arthur Hayes

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XThread

Political memecoins … just the beginning Fucking crypto I have no idea of this real Or not debating whether it even matters. Apes gonna ape

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To all you shitcoin founders about to TGE. Work with your market makers and exchange partners to open the market at lower prices. This chart is ugly not cause the project is dogshit but bc the price is too damn high. Bring your users on a wealth generation journey with you. https://t.co/RafHj5cGh7

XPost

Good luck @elonmusk. Is @DOGE prepared to cut healthcare benefits for seniors and veterans, defense spending, and default on debt interest payments? Will any Republicans win re-election if you do that? All these lg expenses are growing faster than the economy. Good luck brah! https://t.co/tZDFvoCQc8

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Be careful what you wish for... "The Genie" is an essay on my idea for how to devalue US treasuries against $BTC, while maintaining the USD as the global reserve ccy. Also why I think the US #Bitcoin reserve is a terrible idea. https://t.co/Dm8UVEHpJ8 https://t.co/jwAsTzLmVR

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Stranger Things: some notes from my macro daddy Felix Zulauf: - US fiscal deficit declining, $ liq -ve - TGA increased even tho debt limit reached weeks ago, $ liq -ve - US banks reducing $ loans to foreigners, $ liq -ve Not pretty

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Judging by the #crypto mrkt reaction to @DavidSacks speech about regulations, I think my essay “The Genie” is going to slap. It’s out tomorrow morning Asia time. Hold on to your butts.

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Show me the money Bessent, QRA update: - Will run down TGA if debt limit is not increased, $ liq +ve - Will refill TGA as target balance is $850bn, $ liq -ve Trump can either fight about the debt limit now or later. On balance nothing surprising, my gut says fade this rally. https://t.co/7unQfWvKaR

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Ok degens, I want to hear some theories as to which crypto trading outfit is a zombie cause they got liquidated on $ETH. I’m hearing some thangs. No idea if true or not. https://t.co/cOqBTcgjAk

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The beatings shall continue until moral improves. The pain stops when a TradFi outfit is on the verge of bankruptcy. Then the Fed reluctantly joins team Trump and prints dat money. And then you better be ready to buy #crypto like you have never bought before.

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To All Shitcoins: To catch or not to catch that is the question? https://t.co/VoVVEqh6v1

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60% of American plebes don’t have $1k of emergency funds. The Fed is “worried” about inflation. So Trump decides to hike energy prices via tariffs? He ain’t a fool, maybe he is trying to trigger a mini financial crisis? It’s def in the maybe column. https://t.co/VEiI9qZZqC

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Edition 2026-10-10, preview.