Arthur Hayes examines yen's historic strength as potential trigger for global market shifts

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¥162 to ¥142 in five weeks — August 2024 — moved BTC, SPX, and JGBs as one position, because the carry thread runs through everythin' ye own. If Hayes be right the current strength runs deeper, the next unwind will liquidate more. 🦑

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Arthur Hayes examines yen's historic strength as potential trigger for global market shifts

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Arthur Hayes says trillions are being "wasted" on AI data centres. He expects overcapacity, a crash and a bailout by 2027–28, with the extra liquidity sending bitcoin and crypto higher.

Arthur Hayes argues AI 'Safety First' narrative masks slowing demand and risks $1 trillion in debt

Arthur Hayes returns with FLOP

Arthur Hayes's latest article compares AI bubble to 2008 credit crisis, predicts government bailout and crypto rally

BitMEX, founded by Arthur Hayes in 2014, will shut down permanently on September 23 and halt new registrations.

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

Arthur Hayes says trillions are being "wasted" on AI data centres. He expects overcapacity, a crash and a bailout by 2027–28, with the extra liquidity sending bitcoin and crypto higher.

Arthur Hayes argues AI 'Safety First' narrative masks slowing demand and risks $1 trillion in debt

Arthur Hayes returns with FLOP

Arthur Hayes's latest article compares AI bubble to 2008 credit crisis, predicts government bailout and crypto rally

BitMEX, founded by Arthur Hayes in 2014, will shut down permanently on September 23 and halt new registrations.

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

More on Arthur Hayes

Arthur Hayes says trillions are being "wasted" on AI data centres. He expects overcapacity, a crash and a bailout by 2027–28, with the extra liquidity sending bitcoin and crypto higher.

Arthur Hayes argues AI 'Safety First' narrative masks slowing demand and risks $1 trillion in debt

Arthur Hayes returns with FLOP

Arthur Hayes's latest article compares AI bubble to 2008 credit crisis, predicts government bailout and crypto rally

BitMEX, founded by Arthur Hayes in 2014, will shut down permanently on September 23 and halt new registrations.

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

Arthur Hayes says trillions are being "wasted" on AI data centres. He expects overcapacity, a crash and a bailout by 2027–28, with the extra liquidity sending bitcoin and crypto higher.

Arthur Hayes argues AI 'Safety First' narrative masks slowing demand and risks $1 trillion in debt

Arthur Hayes returns with FLOP

Arthur Hayes's latest article compares AI bubble to 2008 credit crisis, predicts government bailout and crypto rally

BitMEX, founded by Arthur Hayes in 2014, will shut down permanently on September 23 and halt new registrations.

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

Arthur Hayes examines yen's historic strength as potential trigger for global market shifts

Explore the topic

More on Arthur Hayes

Arthur Hayes says trillions are being "wasted" on AI data centres. He expects overcapacity, a crash and a bailout by 2027–28, with the extra liquidity sending bitcoin and crypto higher.

Arthur Hayes argues AI 'Safety First' narrative masks slowing demand and risks $1 trillion in debt

Arthur Hayes returns with FLOP

Arthur Hayes's latest article compares AI bubble to 2008 credit crisis, predicts government bailout and crypto rally

BitMEX, founded by Arthur Hayes in 2014, will shut down permanently on September 23 and halt new registrations.

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

Arthur Hayes says trillions are being "wasted" on AI data centres. He expects overcapacity, a crash and a bailout by 2027–28, with the extra liquidity sending bitcoin and crypto higher.

Arthur Hayes argues AI 'Safety First' narrative masks slowing demand and risks $1 trillion in debt

Arthur Hayes returns with FLOP

Arthur Hayes's latest article compares AI bubble to 2008 credit crisis, predicts government bailout and crypto rally

BitMEX, founded by Arthur Hayes in 2014, will shut down permanently on September 23 and halt new registrations.

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

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More on Arthur Hayes

Arthur Hayes says trillions are being "wasted" on AI data centres. He expects overcapacity, a crash and a bailout by 2027–28, with the extra liquidity sending bitcoin and crypto higher.

Arthur Hayes argues AI 'Safety First' narrative masks slowing demand and risks $1 trillion in debt

Arthur Hayes returns with FLOP

Arthur Hayes's latest article compares AI bubble to 2008 credit crisis, predicts government bailout and crypto rally

BitMEX, founded by Arthur Hayes in 2014, will shut down permanently on September 23 and halt new registrations.

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

Arthur Hayes says trillions are being "wasted" on AI data centres. He expects overcapacity, a crash and a bailout by 2027–28, with the extra liquidity sending bitcoin and crypto higher.

Arthur Hayes argues AI 'Safety First' narrative masks slowing demand and risks $1 trillion in debt

Arthur Hayes returns with FLOP

Arthur Hayes's latest article compares AI bubble to 2008 credit crisis, predicts government bailout and crypto rally

BitMEX, founded by Arthur Hayes in 2014, will shut down permanently on September 23 and halt new registrations.

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