Every Zipp story tagged #ArthurHayes, newest first.
He bought HYPE near $30, sold around $75, and did not re-enter at $50, a tell that even the bullish case on the leading perp DEX now has a shelf life.
His distinction is between the quality of the exchange and the returns its valuation leaves available to investors.
His distinction is between a DEX's operating strength and the potential returns available to investors buying it at its current scale.
BitMEX didn't crash. It was outgrown. Perpetuals now clear $50T a year across centralized venues, dwarfing anything the original offshore perps book still moves.
The BitMEX co-founder frames the call around monetary easing turning into large-scale money printing, though his prediction track record comes with a well-known caveat.
His thesis: political pressure will push governments and central banks to paper over bad AI investments with fresh liquidity, and hard assets are already pricing it in.
The draft outlines an AI inference metering and settlement network built on Substrate/FRAME, with a testnet slated for Q4 2026 and mainnet targeted for Q1 2027.
The BitMEX co-founder argues the biggest Bitcoin rally came from US debt dynamics, not legislation, and tells Trump to veto a bill he says helps incumbents over innovators.
Debt-heavy AI infrastructure creates the key vulnerability: if returns lag, the capital rush into data centers could reverse into a broader liquidity headwind for crypto.
ETH trades at overbought RSI 76.3 against $2,500 resistance while spot inflows stay thin. The counterweight is BTC's 59.79% dominance: rotation only counts if fresh capital arrives, not just relative…
That thesis makes Treasury debt management a direct Bitcoin signal, with issuance and buybacks at the center of the dollar-liquidity debate.
The thesis is not another cycle narrative but a structural call on US debt sustainability pushing the Fed toward yield curve control, with Bitcoin positioned as the release valve for unlimited…
Hayes's trillion-dollar theoretical collateral pool only matters if the Fed first lifts FIMA's counterparty cap and then foreign central banks actually draw on the facility.
The thesis makes global liquidity the bridge between yen support and Bitcoin, putting the dollar-yen policy path at the center of crypto's macro outlook.
The BitMEX co-founder has been a steady bidder through the FOMC-week drawdown, accumulating 7,213 ETH since July 15 at a $1,923 cost basis even as the position sits slightly red.
The complaint alleges BitMEX operated a hidden desk that traded against users and froze servers during volatility to trigger liquidations, with plaintiffs seeking return of roughly 623 BTC.
Eleven years after Arthur Hayes helped popularize the 100x leverage perpetual swap, the exchange that defined an era of crypto derivatives is closing for good, with assets left past the deadline…
Hayes just flipped from a June loss-realizing seller to an aggressive dip buyer, and on-chain flow is now confirming what his wallet already shows: smart money is loading while ETH sits $80 below the…
The BitMEX co-founder's latest wallet move is a small but notable vote of confidence in ETH from one of crypto's most-watched insiders.
The BitMEX co-founder argues real DeFi needs no permission. He frames the Clarity Act debate as a referendum on whether the industry is still building for the world, or just for Wall Street.
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