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

Arthur Hayes

1,009 items collected · Read the accuracy record ↗

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XPost

Yo brah, you coming to my Token pawty? @blknoiz06 I better see you roll up with @IGGYAZALEA.

XPost

Closed my $BTC short, made 3% profit, enough to cover my food and bar tab for KBW. With Bad Gurl Yellen watching mrkts and releasing a weekend statement, if stuff continues to puke next week $BTC *MIGHT* rise anticipating more $ liq.

XPost

Bad Gurl Yellen is watching, if markets go down more she will definitely pump up the jam by printing more money. https://t.co/L81vc07as9

XPost

"Boom Times ... Delayed" is an essay on my thots on y Fed rate cuts won't initially lead to a pump in #crypto assets. https://t.co/lt9ilAkZ0K https://t.co/okpTky0YWl

XQuote

See what happens when tradfi muppets have fees to earn? They become motivated acolytes of our Lord Satoshi.

XPost

My theory on why Fed rate cuts aren't going to plan. Since JAYPOW annc Sept rate cut at J-Hole, $BTC down 10%, y? I thot rate cuts were good for risk assets. RRP pays 5.3% no T-bill under 1-yr maturity pays more. MMF will move money from T-bill -> RRP which is $ liq -ve. Since J-Hole, RRP up $120bn. IMO this will continue as long as T-bill rates < RRP. I will discuss this and a few other thots on Fed rate cut ramifications at my KBW keynote tomorrow.

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Edition 2026-10-10, preview.