Arthur Hayes

😭😭😭😭😭😭😭😭😭😭😭😭😭😭 zcash:native https://t.co/qfRk0Ns6RA

The bank of the future $ETHFI is waking up. $2 is just maths. https://t.co/PJdnH4wEl0

Guess they turned the TWAP off $ENA to $1 https://t.co/bre1l4VG2n

This gamma squeeze is brutal. But glorious if you are long as fuck.

An $ENA 5 bagger is just too easy ... https://t.co/W5aYLcr4SZ

"The Book of Genesis" traces the origin myth of @flop_labs "And on the 2^8th day, God created Alan Turing, who one day later created the computer. The computer’s usefulness advanced as other humans made it faster and smarter. Some weeks later, the computer began thinking, as its brain composition evolved from vacuum tubes to silicon chips. “What the fuck,” said God to humanity. God did not appreciate getting put on unemployment. “How dare you create a new life form, that’s my job,” God thundered … God would later back Donal Trump in the 2024 US Presidential election. God only does bless America, doncha know. But few could hear him as humans …

Holy $ETH, thank you Buffalo Bill Bessent for proving once again you ain't nothing but a money printing fiend. Thank you for your service! https://t.co/MWtN1d9o3w

Why is there no $FLOP whitepaper? Bc we are still speaking with stakeholders to ensure the final design both technical and tokenomics is solid. We announced to get even more feedback, expect simple yet informative infographics starting next week with the tokenomics.

A censorship-free place for agents and humans to shoot the shit. Come hang.

Some asked, "why are you doing an AI / crypto project when you think AI is a bubble that will burst?" Very simple, the bubble is in debt issued to build data centers and stocks of unprofitable hyperscalers and frontier labs. Price is what you pay, value is what you get. I 100% believe in the agentic economy, and the compute overcapacity built with borrowed money bolsters my thesis for @flop_labs

I’m coming out of retirement to lead @flop_labs $FLOP is food for your AI agent. No presale No VCs 100% fair launch Let’s build the agentic economy’s currency together fam and get fucking rich! More details to come, but expect a massive airdrop in Q4, genesis block Q1 27

Oxygen-maxxing, getting my body ready for the bull market. https://t.co/z5x4rAt1zR

“free shit” always wins Let’s see what the Team Red Republicans can offer to their base.

My essay "Yen-quake" walks readers through how Buffalo Bill Bessent plans to manipulate the dollar-yen exchange rate and turn the money printer back on. "While a weak, weaker, and weakest yen propelled global asset markets higher over the past decade, like all good things for wealthy financial asset holders, it must end. The yen is the most undervalued currency globally, and it is a bone of contention for both major powers, the US and China, and critically, the ordinary Japanese voters. There are three ways to cut the yen Gordian knot, but the US Treasury and Japanese politicians prefer only one. I will explain the mechanics of each method …

"Situationship" is my $BTC bull porn essay on how the AI bubble will burst, and why the money printer will go hyper brrrr and take us back to a rip roaring bull market. "The question of internal framing is the key variable that determines whether AI is a bubble. But before we understand the bubbliciousness of AI, the better question to ask is in what kind of businesses are we investing, or in relationship terms, “What are we”? The dichotomy, at least to my Luddite brain, is the distinction between what investors believe AI CAPEX represents: is it technology or real estate? The zeitgeist is that this multi-trillion dollar build out is “techno…

We need to monitor this weeks Fed H.4.1 release to confirm whether the JP MOF repo’d their TSY for $ then sold them to buy Yen. If Bessent can get the counterparty limit increased then the Fed can create money using MOF TSY as collateral.

The Fed green lit buying of bombed out DeFi shitcoins with PMF.

Thank you to my partners, my BitMEX employees, and most importantly our clients. It was an amazing ride. We did something special together. And I'm so proud of what we created and that we will shutdown responsibly on our own terms. Fuck TradFi, Fuck the Banks, Fuck the man. Satoshi for life.

Home games are the most fun.

Give unto Caesar what is Caesar’s https://t.co/xxZ7l99HSq

Recharging https://t.co/b3cUkRjqNU

It's always good to routinely analyse ur trading history. For 1H26 I traded crypto and stonks. My realised profit trading crypto was 160x larger than my stonk profit. Sometimes it pays to stay in your lane.

Believe in Something

The dipity dip dip dip https://t.co/j7fh2Vx6Zg

One Dollar $SYN is within reach, tell me why I'm wrong ... https://t.co/jZXknW941t

Keep hatin' $SYN which way will it go? https://t.co/Ut0WznaehP

I still want to be long the Hyperliquid ecosystem but I need some asymmetry. It’s time for an options dex to properly take on Deribit. Hypercall, owned by $SYN, is that challenger. Let’s see if they can cook. https://t.co/v6crnHjS4G

DYOR - but I found this pretty compelling

Sending some good vibes to the bull market gods. https://t.co/Pi7YNqnvF3

Trump is already starting to throw the AI tech bros under the political 18-wheeler. Politics > Shareholder Returns!!!! https://t.co/ZjegZAgJyX