Arthur Hayes: AI Capex Race Fuels Credit Boom, Bitcoin to $126K
The BitMEX co-founder ties the US-China AI buildout to an accelerating credit cycle he says is engineered to debase the dollar — Bitcoin is just the cleanest expression of the trade.
Crypto market intelligence — price action, technical analysis, ETFs, macro signals, and stablecoin moves.
The BitMEX co-founder ties the US-China AI buildout to an accelerating credit cycle he says is engineered to debase the dollar — Bitcoin is just the cleanest expression of the trade.
The market-structure bill is the closest crypto legislation has come to a floor vote, but the unresolved Trump-conflict provision and a bank-lobby fight over stablecoin yield still stand between it…
Spot CVD up 46% and perps nearly quadruple — yet funding skews short and a strong jobs print still sent BTC from $82K to $79.7K. The floor is firmer; the conviction isn't.
The House Ways and Means Committee is scheduled to hold a closed-door bipartisan briefing on crypto taxation this…
Ten newly created wallets pulled 100 million LAB tokens, valued at approximately $480 million, from Bitget in a 12-hour…
The chart of a meme-coin loss compressed into one hour — half a million dollars of FOMO flow in, one-fifth of it back out, and the catalyst tweet gone.
BitMEX's co-founder ties the call to a structural credit-expansion thesis — AI buildout, war spending, and infrastructure stimulus in both USD and RMB — and says momentum will accelerate once $90K…
Cathie Wood's firm added to its position across three ETFs the same session Circle posted its first quarterly report as a public company — a 15.91% close that puts a clean stamp of institutional…
140M $USDC (≈140M) moved from Unknown Whale 1 to #Aave.
Billionaire investor Ray Dalio has publicly questioned Bitcoin's safe-haven credentials, citing three structural…
The dev had already cashed out roughly $611K in $SOL before the post was scrubbed; 39.52% of supply was concentrated in ten wallets funded by 20 $SOL of seed capital.
The U.S. Senate voted 49-44 to invoke cloture on Kevin Warsh's nomination as Federal Reserve Chair, ending debate and…
Coinbase CEO Brian Armstrong is scheduled to meet with Senate Republicans over lunch on Wednesday, just one day before…
Nvidia CEO Jensen Huang was not invited to join President Trump's delegation of business executives on a China trip, a…
250M $USDC (250M USD) has been minted at the USDC Treasury.
SpaceX, Elon Musk's private aerospace and satellite giant, is projected to trade above a $2 trillion valuation upon its…
The S&P 500 closed at a record 7,412 on Tuesday, marking a fresh all-time high and cementing a decisive risk-on shift…
Members of Congress are set to convene a bipartisan meeting to discuss crypto tax legislation, signaling that digital…
The revenue print is the headline, but the $1.5B in bitcoin sold to retire debt and the halt to large-scale ASIC buys show where management is placing its bets this cycle.
The 173% jump year-over-year was driven by a $224M mark-to-market hit on the bitcoin CleanSpark holds — and management kept steering the story toward AI infrastructure rather than the mining P&L.