More on Arthur Hayes

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 ·

California Governor Gavin Newsom launched a website criticizing Trump’s presidential pardons, naming crypto figures like CZ, Ross Ulbricht, and Arthur Hayes. Democrats say the moves highlight growing ties between Trump and crypto interests.

California Governor Gavin Newsom launched a website criticizing Trump’s presidential pardons, naming crypto figures like CZ, Ross Ulbricht, and Arthur Hayes. Democrats say the moves highlight growing ties between Trump and crypto interests.

decrypt.co ·

Arthur Hayes Supercharges Crypto Portfolio: Adds $1.4M in ENA, PENDLE, and ETHFI holdings.

Arthur Hayes Supercharges Crypto Portfolio: Adds $1.4M in ENA, PENDLE, and ETHFI holdings.

𝕏/@OnchainLens ·

Snow forecast: Arthur Hayes blames crypto plunge on 'contraction in dollar liquidity', says Bitcoin is the free-market weathervane of global fiat liquidity and trades on the expectation of future fiat supply. Sometimes reality matches expectations, and other times it does not.

Snow forecast: Arthur Hayes blames crypto plunge on 'contraction in dollar liquidity', says Bitcoin is the free-market weathervane of global fiat liquidity and trades on the expectation of future fiat supply. Sometimes reality matches expectations, and other times it does not.

cryptohayes.medium ·

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