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Arthur Hayes’ ‘Reality test’ maps the next big crypto rotation as the market’s liquidity tide shifts

Arthur Hayes’ ‘Reality test’ maps the next big crypto rotation as the market’s liquidity tide shifts

cryptohayes.substack ¡

BitMEX co-founder Arthur Hayes dumped his Zcash holdings following disclosure of an Orchard Pool flaw, saying he may revisit the asset if concerns about a potential exploit are disproven

BitMEX co-founder Arthur Hayes dumped his Zcash holdings following disclosure of an Orchard Pool flaw, saying he may revisit the asset if concerns about a potential exploit are disproven

Coindesk ¡

Bitcoin’s Biggest Risk Isn’t Iran, It’s AI: Arthur Hayes

Bitcoin’s Biggest Risk Isn’t Iran, It’s AI: Arthur Hayes

Youtube ¡

This is fine: Arthur Hayes's essay on why BTC is predicting an AI-adoption driven financial crisis which will be solved with printed money.

This is fine: Arthur Hayes's essay on why BTC is predicting an AI-adoption driven financial crisis which will be solved with printed money.

cryptohayes.substack ¡

Arthur Hayes theorizes the Fed will print money to stabilize Japanese bond markets, expanding its balance sheet and mechanically lifting bitcoin. Crypto traders should await confirmation via the Fed's H.4.1 report before adding risk.

Arthur Hayes theorizes the Fed will print money to stabilize Japanese bond markets, expanding its balance sheet and mechanically lifting bitcoin. Crypto traders should await confirmation via the Fed's H.4.1 report before adding risk.

cryptohayes.substack ¡

Frowny cloud. This article by Arthur Hayes questioned why Bitcoin struggled in 2025 while assets like gold and the Nasdaq continued to rise. His answer was straightforward: liquidity. Without an expanding supply of dollars, Bitcoin lacks the fuel needed to outperform. Dollar liquidity must expand for that to happen, Hayes said, adding that he expects those conditions to materialize in 2026.

Frowny cloud. This article by Arthur Hayes questioned why Bitcoin struggled in 2025 while assets like gold and the Nasdaq continued to rise. His answer was straightforward: liquidity. Without an expanding supply of dollars, Bitcoin lacks the fuel needed to outperform. Dollar liquidity must expand for that to happen, Hayes said, adding that he expects those conditions to materialize in 2026.

cryptohayes.medium ¡

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