Arthur Hayes: AI is draining Bitcoin liquidity, eyes…
share of newly created dollar liquidity, which he believes is a primary reason Bitcoin has failed to break
Arthur Hayes: AI is draining Bitcoin liquidity, eyes…
🩸BEARISH
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45 stories mentioning it. Newest first.
WuBlockchain
OpenAI confidentially files for IPO!
🔥BULLISH
OpenAI confidentially files for IPO!
months. It also signals that OpenAI's leadership believes the current macro and equity environment is hospitable enough
WatcherGuru
200+ crypto orgs push Senate to pass the Clarity Act!
🔥BULLISH
200+ crypto orgs push Senate to pass the Clarity Act!
moves Senate calendars, and it signals the industry believes this legislative window — before the midterm cycle compresses
Bitmine buys 126,971 ETH in its biggest 2026 dip purchase!
🔥BULLISH
Bitmine buys 126,971 ETH in its biggest 2026 dip purchase!
conviction call: "We increased our buying as we believe this pullback in ETH prices does not reflect
CoinDesk
Bitcoin enters stage 3 of the bear market — final leg ahead
🩸BEARISH
Bitcoin enters stage 3 of the bear market — final leg ahead
entered the third and what he believes is the final stage of the current bear market, following
Benjamin Cowen
Glassnode co-founder pins BTC bottom zone at $46K–$54K
🔥BULLISH
Glassnode co-founder pins BTC bottom zone at $46K–$54K
identified a historical cycle valuation zone he believes represents Bitcoin's higher-probability bottom range
Zcash can't rule out ZEC counterfeiting after Orchard…
🩸BEARISH
Zcash can't rule out ZEC counterfeiting after Orchard…
vulnerability in the Orchard shielded pool. The team believes exploitation is unlikely but cannot conclusively rule
Hoskinson warns more Cardano DeFi shutdowns coming in 2026!
🩸BEARISH
Hoskinson warns more Cardano DeFi shutdowns coming in 2026!
parameters — and cannot unilaterally force the changes he believes are necessary. That admission reframes the risk: this
ZEC plunges 50% as Orchard pool vulnerability spooks supply…
🩸BEARISH
ZEC plunges 50% as Orchard pool vulnerability spooks supply…
structure points to a market that believes the supply-integrity overhang is unresolved. ## Market impact The heavy short
Zcash plunges 30% after 4-year undetected bug could have…
🩸BEARISH
Zcash plunges 30% after 4-year undetected bug could have…
exploited before the fix. The firm believes exploitation likely did not occur — the flaw evaded years of expert
Zcash Orchard bug could have minted unlimited counterfeit…
🩸BEARISH
Zcash Orchard bug could have minted unlimited counterfeit…
exploited before the patch was deployed. Shielded Labs believes prior exploitation was unlikely, but cannot rule
Arthur Hayes dumps HYPE and NEAR, warns market peaks before…
🩸BEARISH
Arthur Hayes dumps HYPE and NEAR, warns market peaks before…
confluence of macro and structural catalysts he believes will cap the rally: rising energy prices driven
Bitmine launches preferred stock offering amid $9.2B…
🩸BEARISH
Bitmine launches preferred stock offering amid $9.2B…
core asset. The offering signals that management believes ETH will recover, but it also transfers meaningful downside risk
TheBlock
EdgeX token crashes 71% — exchange offers refunds and $200K…
🩸BEARISH
EdgeX token crashes 71% — exchange offers refunds and $200K…
minutes. The 200,000 USDC bounty suggests EdgeX believes an external actor or internal flaw is responsible
Bloomberg host warns this may be the coldest crypto winter…
🩸BEARISH
Bloomberg host warns this may be the coldest crypto winter…
remaining catalysts to pull in fresh believers. ## Why it matters Weisenthal identifies AI as the sharpest headwind
Polymarket whale drops $26.6K betting MicroStrategy sells…
🔥BULLISH
Polymarket whale drops $26.6K betting MicroStrategy sells…
signals that at least one well-capitalised participant believes there is a non-trivial probability that Strategy liquidates
Lookonchain
Bitcoin's identity crisis is why its price behavior stays…
〽️NEUTRAL
Bitcoin's identity crisis is why its price behavior stays…
pull Bitcoin in different directions simultaneously. "Digital gold" believers accumulate during downturns and expect BTC to hedge inflation
Gnosis Pay exploited via Zodiac module — Gnosis vows to…
🩸BEARISH
Gnosis Pay exploited via Zodiac module — Gnosis vows to…
cover all user losses and said the team believes it can contain the majority of the damage
Digital Chamber pushes Congress to pass Clarity Act now!
🔥BULLISH
Digital Chamber pushes Congress to pass Clarity Act now!
this kind signals that the Digital Chamber believes the current Congress has a viable window
Hyperliquid whale flips long with $30.6M at 40x after $311K…
🔥BULLISH
Hyperliquid whale flips long with $30.6M at 40x after $311K…
immediate high-conviction long flip — suggests the trader believes the local bottom is in and is positioning aggressively
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