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#arthurhayes

arthurhayes

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Bullish
🚀 $SYN SPOT ACCUMULATION ALERT — The Hayes Dip Is Here! 📉 {spot}(SYNUSDT) Arthur Hayes dropped $2.2M on $SYN, price pumped 26%, and now the paper hands are shaking out. This is the spot buy zone you've been waiting for. 🔥 🔍 WHY THIS SPOT BUY? • Arthur Hayes-backed Hypercall is challenging Deribit — he called SYN one of the most asymmetric bets since HYPE • Tokenomics are elite: ~88% supply circulating, NO VC unlock overhang, Binance + Kraken listed • Chart structure: Price retracing to key demand after a clean impulse — classic bullish continuation setup 📉 THE PULLBACK IS A GIFT, NOT A WARNING Profit-taking after the Hayes pump is NORMAL. The 1H demand zone at $0.222-$0.228 is where smart spot money accumulates. Stoch RSI cooling. No leverage needed. 🎯 SPOT TRADE PLAN: • Trade Type: SPOT BUY (No leverage. Real assets.) • Accumulation Zone: $0.2220 – $0.2280 • Target 1 (TP1): $0.2450 • Target 2 (TP2): $0.2650 • Invalidation / Cut Loss: $0.2090 💡 SPOT STRATEGY: Buy real spot assets in the zone. Hold for TP1 and TP2. If $0.2090 breaks on 1H close, cut and re-enter lower. Capital protection first, always. 💬 ARE YOU ACCUMULATING $SYN ? What's your target — $0.25? $0.30? Drop it below! 👇 #Crypto #BinanceSquare #SpotTrading #SYN #Altcoins #TechnicalAnalysis #ArthurHayes #Hypercall
🚀 $SYN SPOT ACCUMULATION ALERT — The Hayes Dip Is Here! 📉

Arthur Hayes dropped $2.2M on $SYN , price pumped 26%, and now the paper hands are shaking out. This is the spot buy zone you've been waiting for. 🔥

🔍 WHY THIS SPOT BUY?

• Arthur Hayes-backed Hypercall is challenging Deribit — he called SYN one of the most asymmetric bets since HYPE

• Tokenomics are elite: ~88% supply circulating, NO VC unlock overhang, Binance + Kraken listed

• Chart structure: Price retracing to key demand after a clean impulse — classic bullish continuation setup

📉 THE PULLBACK IS A GIFT, NOT A WARNING

Profit-taking after the Hayes pump is NORMAL. The 1H demand zone at $0.222-$0.228 is where smart spot money accumulates. Stoch RSI cooling. No leverage needed.

🎯 SPOT TRADE PLAN:

• Trade Type: SPOT BUY (No leverage. Real assets.)
• Accumulation Zone: $0.2220 – $0.2280
• Target 1 (TP1): $0.2450
• Target 2 (TP2): $0.2650
• Invalidation / Cut Loss: $0.2090

💡 SPOT STRATEGY:

Buy real spot assets in the zone. Hold for TP1 and TP2. If $0.2090 breaks on 1H close, cut and re-enter lower. Capital protection first, always.

💬 ARE YOU ACCUMULATING $SYN ? What's your target — $0.25? $0.30? Drop it below! 👇

#Crypto #BinanceSquare #SpotTrading #SYN #Altcoins #TechnicalAnalysis #ArthurHayes #Hypercall
Hayes sees a liquidity play in the AI bust Arthur Hayes thinks an AI credit bust might trigger a massive liquidity injection from US authorities, which would be absolute fuel for Bitcoin. #ArthurHayes #MacroLiquidity ‎
Hayes sees a liquidity play in the AI bust

Arthur Hayes thinks an AI credit bust might trigger a massive liquidity injection from US authorities, which would be absolute fuel for Bitcoin.

#ArthurHayes #MacroLiquidity ‎
As Bitcoin blasts past $84,000, Arthur Hayes argues that regulatory clarity was never the catalyst for this massive rally. While the market debates whether the failed CLARITY Act vote or the Fed’s macro moves fueled the surge, Hayes reminds us that liquidity is king. The lesson? Focus on global fiat debasement, not just politics. Where do you see BTC heading next? 👇 #Bitcoin #ArthurHayes #CryptoNews
As Bitcoin blasts past $84,000, Arthur Hayes argues that regulatory clarity was never the catalyst for this massive rally. While the market debates whether the failed CLARITY Act vote or the Fed’s macro moves fueled the surge, Hayes reminds us that liquidity is king.

The lesson? Focus on global fiat debasement, not just politics.

Where do you see BTC heading next? 👇

#Bitcoin #ArthurHayes #CryptoNews
🚨 Arthur Hayes just called **$ENA to $0.50**… And the timeline is already splitting. What’s REAL right now: ✅ BitMEX co-founder **Arthur Hayes** publicly targets **ENA = $0.50** ✅ On-chain he bought ~**25.33M ENA** near **$0.09** ✅ Sitting on roughly **+$3.28M unrealized** (~**+146%**) ✅ $ENA is reacting in the market (Square showing strength) Why this matters 👇 When a big name + big bag + public target hits Square: 👉 retail FOMO rises 👉 liquidity gets hunted 👉 both squeeze and dump risk increase 🐻 Bears: “he’s already up big — distribution incoming” 🐂 Bulls: “smart money narrative + buyback story still open” My take (earn-smart): Don’t blind FOMO. Trade the **level**, not the celebrity. Watch only this: 1) Hold strength after the call 2) Volume confirmation 3) Don’t chase extended candles This is not financial advice — just market structure reading. 📊 Trade: [https://www.binance.com/en/trade/ENA_USDT?type=spot](https://www.binance.com/en/trade/ENA_USDT?type=spot) #ENA #Ethena #ArthurHayes #Crypto $ENA
🚨 Arthur Hayes just called **$ENA to $0.50**…
And the timeline is already splitting.

What’s REAL right now:
✅ BitMEX co-founder **Arthur Hayes** publicly targets **ENA = $0.50**
✅ On-chain he bought ~**25.33M ENA** near **$0.09**
✅ Sitting on roughly **+$3.28M unrealized** (~**+146%**)
✅ $ENA is reacting in the market (Square showing strength)

Why this matters 👇

When a big name + big bag + public target hits Square:
👉 retail FOMO rises
👉 liquidity gets hunted
👉 both squeeze and dump risk increase

🐻 Bears: “he’s already up big — distribution incoming”
🐂 Bulls: “smart money narrative + buyback story still open”

My take (earn-smart):
Don’t blind FOMO.
Trade the **level**, not the celebrity.

Watch only this:
1) Hold strength after the call
2) Volume confirmation
3) Don’t chase extended candles

This is not financial advice — just market structure reading.

📊 Trade: https://www.binance.com/en/trade/ENA_USDT?type=spot

#ENA #Ethena #ArthurHayes #Crypto $ENA
📰 Arthur Hayes has made it plain this time: the U.S. “Clarity Act” may do more harm than good for the crypto industry’s real innovation and for developing products that meet market needs—even possibly a bad thing. 🔥 His reasoning is straightforward too. Since Bitcoin was created in 2009, it has never relied on this piece of legislation, and it won’t need it in the future either. In other words, BTC didn’t get to where it is today by first obtaining regulatory approval before developing. To be honest, Hayes isn’t mainly opposing the rules themselves, but rather the idea of making regulatory legislation a prerequisite for industry development and product innovation. Before a product has even been tested by the market, it’s constrained by a framework; in the end, what gets built may be compliant, but not necessarily something people actually want. 💡 This is also where the “Clarity Act” is most likely to spark debate: clear rules can reduce uncertainty, but if the boundaries are set too rigidly, U.S. crypto teams will face an extra layer of restriction when launching new products. Either way, Hayes’ stance is clear—he trusts market choice more than letting a law decide in advance what can be done. 🤔 If regulatory clarity and product innovation come into conflict, would you support locking the rules down first, or allowing projects to try things out before regulating them? #ArthurHayes #ClarityAct #比特币 #Crypto Regulation
📰 Arthur Hayes has made it plain this time: the U.S. “Clarity Act” may do more harm than good for the crypto industry’s real innovation and for developing products that meet market needs—even possibly a bad thing.

🔥 His reasoning is straightforward too. Since Bitcoin was created in 2009, it has never relied on this piece of legislation, and it won’t need it in the future either. In other words, BTC didn’t get to where it is today by first obtaining regulatory approval before developing.

To be honest, Hayes isn’t mainly opposing the rules themselves, but rather the idea of making regulatory legislation a prerequisite for industry development and product innovation. Before a product has even been tested by the market, it’s constrained by a framework; in the end, what gets built may be compliant, but not necessarily something people actually want.

💡 This is also where the “Clarity Act” is most likely to spark debate: clear rules can reduce uncertainty, but if the boundaries are set too rigidly, U.S. crypto teams will face an extra layer of restriction when launching new products. Either way, Hayes’ stance is clear—he trusts market choice more than letting a law decide in advance what can be done.

🤔 If regulatory clarity and product innovation come into conflict, would you support locking the rules down first, or allowing projects to try things out before regulating them?

#ArthurHayes #ClarityAct #比特币 #Crypto Regulation
📰 Arthur Hayes is not focused on some coin suddenly rallying by a certain amount this time, but on the possibility that Japan may start moving overseas assets back to the country. Starting roughly from mid-to-late July, Japan has been asking domestic institutions to reassess their asset allocations—reducing foreign assets and increasing Japanese assets. The GPIF also held an unscheduled meeting in August. The timing itself is already quite unusual. 🔥 Hayes’ view is that once Japanese capital begins to flow back, the yen carry trade could tighten in the opposite direction. Previously, USD/JPY was around 160 to 163, and then it returned to 155 within a single trading day. EUR/JPY also fell by about 3 yen during Asian trading hours. Looking at exchange rates alone isn’t enough, but taken together with these policy moves, it’s definitely easy for the market to connect the dots and speculate that something is behind the scenes. 💡 He also mentioned that the U.S. Treasury proposed increasing the size of Treasury repo by $20 billion, but relative to a bond market of roughly $40 trillion, that number is not that large. What may be truly key is whether the cap on FIMA’s repo facility has been raised—and whether the GPIF has officially adjusted the weightings of domestic versus overseas assets. To be honest, Hayes has also been wrong about specific timing and targets in the past, so you shouldn’t treat his forecasts as trading signals. But his perspective is very straightforward: if Japanese capital flows back, and U.S. dollar liquidity is released again, crypto assets may reflect these kinds of changes earlier than tech stocks. 🤔 Do you think this is more like the beginning of a Japanese capital repatriation cycle, or is the market temporarily stitching several macro signals together? #ArthurHayes #日本资本回流 #宏观流动性 #加密市场
📰 Arthur Hayes is not focused on some coin suddenly rallying by a certain amount this time, but on the possibility that Japan may start moving overseas assets back to the country.

Starting roughly from mid-to-late July, Japan has been asking domestic institutions to reassess their asset allocations—reducing foreign assets and increasing Japanese assets. The GPIF also held an unscheduled meeting in August. The timing itself is already quite unusual.

🔥 Hayes’ view is that once Japanese capital begins to flow back, the yen carry trade could tighten in the opposite direction. Previously, USD/JPY was around 160 to 163, and then it returned to 155 within a single trading day. EUR/JPY also fell by about 3 yen during Asian trading hours. Looking at exchange rates alone isn’t enough, but taken together with these policy moves, it’s definitely easy for the market to connect the dots and speculate that something is behind the scenes.

💡 He also mentioned that the U.S. Treasury proposed increasing the size of Treasury repo by $20 billion, but relative to a bond market of roughly $40 trillion, that number is not that large. What may be truly key is whether the cap on FIMA’s repo facility has been raised—and whether the GPIF has officially adjusted the weightings of domestic versus overseas assets.

To be honest, Hayes has also been wrong about specific timing and targets in the past, so you shouldn’t treat his forecasts as trading signals. But his perspective is very straightforward: if Japanese capital flows back, and U.S. dollar liquidity is released again, crypto assets may reflect these kinds of changes earlier than tech stocks.

🤔 Do you think this is more like the beginning of a Japanese capital repatriation cycle, or is the market temporarily stitching several macro signals together?

#ArthurHayes #日本资本回流 #宏观流动性 #加密市场
ARTHUR HAYES JUST DROPPED THE FLOP WHITEPAPER. 💀 Arthur Hayes has just publicly released FLOP Network v0.5.0, a blockchain designed to measure and handle payments for AI inference. FLOP is built on Substrate/FRAME, using: BABE to create AlephBFT blocks for the Testnet consensus mechanism, scheduled for Q4/2026. Testnet participants can receive token airdrops. Mainnet is targeted for Q1/2027. But there’s one very crypto detail: The whitepaper is still just a draft. Many network parameters and mechanisms haven’t been finalized yet. Arthur Hayes: “Here’s the whitepaper.” Crypto Twitter: “When airdrop?” 💀 Arthur: “Q4.” Crypto Twitter: “Say less.” AI inference now also has its own blockchain to bill the fees. The question is: will FLOP become real infrastructure for AI inference, or just another name in the Q4 airdrop season? #flop #ArthurHayes #AI #crypto #Layer1
ARTHUR HAYES JUST DROPPED THE FLOP WHITEPAPER. 💀

Arthur Hayes has just publicly released FLOP Network v0.5.0, a blockchain designed to measure and handle payments for AI inference.

FLOP is built on Substrate/FRAME, using:
BABE to create AlephBFT blocks for the Testnet consensus mechanism, scheduled for Q4/2026. Testnet participants can receive token airdrops. Mainnet is targeted for Q1/2027.

But there’s one very crypto detail:
The whitepaper is still just a draft.
Many network parameters and mechanisms haven’t been finalized yet.

Arthur Hayes: “Here’s the whitepaper.”
Crypto Twitter: “When airdrop?” 💀
Arthur: “Q4.”
Crypto Twitter: “Say less.”

AI inference now also has its own blockchain to bill the fees.

The question is: will FLOP become real infrastructure for AI inference, or just another name in the Q4 airdrop season?

#flop #ArthurHayes #AI #crypto #Layer1
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Bullish
Arthur Hayes expects Bitcoin to reach $250–500k with the coming wave of money printing. He believes that would require a real crisis, not just promises. An AI bubble bursting could lead to bailouts similar to what happened in 2008, after which the Federal Reserve prints money, pushing Bitcoin higher. He also views ETH as the most exposed among major alternative coins to rejection, which in his view gives it the best risk-to-reward ratio. He additionally advises watching EUR/JPY as a liquidity indicator. Bitcoin is the fastest horse in the race of fiat currency debasement. Every Hayes article ends with Bitcoin reaching one million dollars, but the macro logic it relies on keeps getting stronger. $BTC #تصعيد $ETH {spot}(ETHUSDT) #arthurhayes {spot}(BTCUSDT) #BTC
Arthur Hayes expects Bitcoin to reach $250–500k with the coming wave of money printing.
He believes that would require a real crisis, not just promises.
An AI bubble bursting could lead to bailouts similar to what happened in 2008, after which the Federal Reserve prints money, pushing Bitcoin higher.
He also views ETH as the most exposed among major alternative coins to rejection, which in his view gives it the best risk-to-reward ratio.
He additionally advises watching EUR/JPY as a liquidity indicator.
Bitcoin is the fastest horse in the race of fiat currency debasement.
Every Hayes article ends with Bitcoin reaching one million dollars, but the macro logic it relies on keeps getting stronger.
$BTC #تصعيد
$ETH
#arthurhayes
#BTC
Arthur Hayes brings new momentum to Flop Labs: the KOL ranking plan is about to launch. The core gameplay isn’t complicated—each KOL receives an exclusive referral link. The system tracks the usage and contributions of the referred users within the FLOP network. Users who create wallets via the link can also take part in periodic FLOP lottery drawings. The plan is open to everyone, and more details will be released later. The key point is that this isn’t just about reposting and driving traffic—it makes promotion effects on-chain and data-driven: KOLs compete based on the real network activity they bring, while users also get lottery incentives. If the subsequent reward rules and anti-bot (anti-sybil/anti-witch) mechanisms are clear enough, cold-start and community spread could be activated quickly; but if the leaderboard only stacks traffic, it could easily turn into a short-term volume-farming game. Next, the focus will be on the real usage threshold, how rewards are distributed, and data transparency. Before the details are finalized, it’s recommended to first observe the link rules and don’t blindly follow the crowd just for the lottery.#FlopLabs #ArthurHayes #Web3
Arthur Hayes brings new momentum to Flop Labs: the KOL ranking plan is about to launch. The core gameplay isn’t complicated—each KOL receives an exclusive referral link. The system tracks the usage and contributions of the referred users within the FLOP network. Users who create wallets via the link can also take part in periodic FLOP lottery drawings. The plan is open to everyone, and more details will be released later.

The key point is that this isn’t just about reposting and driving traffic—it makes promotion effects on-chain and data-driven: KOLs compete based on the real network activity they bring, while users also get lottery incentives. If the subsequent reward rules and anti-bot (anti-sybil/anti-witch) mechanisms are clear enough, cold-start and community spread could be activated quickly; but if the leaderboard only stacks traffic, it could easily turn into a short-term volume-farming game.

Next, the focus will be on the real usage threshold, how rewards are distributed, and data transparency. Before the details are finalized, it’s recommended to first observe the link rules and don’t blindly follow the crowd just for the lottery.#FlopLabs #ArthurHayes #Web3
Article
🚨 Arthur Hayes drops the bomb: AI is just a "boring real estate game"! | Trillions of dollars are sucking up liquidity.. Where is the crypto money going? 💸🤖?! When Arthur Hayes, founder of BitMEX, speaks, everyone should listen, especially when he describes the boom captivating the world as "boring"! In an unexpected statement, Hayes confirmed that AI Data Centers and chips are currently absorbing trillions of dollars in market capital. But the shock lies in his investment view: it’s not about super software, but rather the oldest trade in history.. real estate!🔍

🚨 Arthur Hayes drops the bomb: AI is just a "boring real estate game"!

| Trillions of dollars are sucking up liquidity.. Where is the crypto money going? 💸🤖?!
When Arthur Hayes, founder of BitMEX, speaks, everyone should listen, especially when he describes the boom captivating the world as "boring"! In an unexpected statement, Hayes confirmed that AI Data Centers and chips are currently absorbing trillions of dollars in market capital. But the shock lies in his investment view: it’s not about super software, but rather the oldest trade in history.. real estate!🔍
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Arthur Hayes just republished Maelstrom’s book. Same names. Different timeframe than today’s candle. From the Medium essay Atención. (primary source, not a Square caption): Maelstrom’s preferred cryptos haven’t changed. Bitcoin is the structural long. The speculative end-2026 bets remain Ether at $10,000, Ethena at $0.50, Ether.fi at $2. What that is not: • a 15-minute long on $ENA at 0.150 • a signal that the 95% buyback is live • a valuation model — the essay does not include one Context around the quote: • $ENA ~0.150, range 0.148–0.153 after rejecting 0.1539 • USDe supply ~$4.26B vs the $7.5B buyback gate • One-shot investor unlock still marked for 5 Oct • US spot BTC ETFs: −$237M on 1 Sep, +$101M on 2 Sep Hayes is running a multi-month book. A 10x isolated note is a different product. Are you treating $0.50 as year-end research — or as tonight’s entry? $ENA $ETH $BTC #WriteToEarn #BinanceSquare #ArthurHayes
Arthur Hayes just republished Maelstrom’s book. Same names. Different timeframe than today’s candle.
From the Medium essay Atención. (primary source, not a Square caption):
Maelstrom’s preferred cryptos haven’t changed. Bitcoin is the structural long. The speculative end-2026 bets remain Ether at $10,000, Ethena at $0.50, Ether.fi at $2.
What that is not: • a 15-minute long on $ENA at 0.150
• a signal that the 95% buyback is live
• a valuation model — the essay does not include one
Context around the quote: • $ENA ~0.150, range 0.148–0.153 after rejecting 0.1539
• USDe supply ~$4.26B vs the $7.5B buyback gate
• One-shot investor unlock still marked for 5 Oct
• US spot BTC ETFs: −$237M on 1 Sep, +$101M on 2 Sep
Hayes is running a multi-month book. A 10x isolated note is a different product.
Are you treating $0.50 as year-end research — or as tonight’s entry?
$ENA $ETH $BTC #WriteToEarn #BinanceSquare #ArthurHayes
BTC hovered above 77,000 all morning, and neither bulls nor bears were particularly energetic. But today, there’s a signal worth paying more attention to than the price itself: Arthur Hayes posted a new piece, directly calling for ETH to reach $10,000 by year-end. Hold off on getting overly excited or mocking it. When it comes to a person like Hayes, you have to break down what he’s saying. His core logic isn’t “ETH is technically great” or “the ecosystem is booming.” It’s a whole macro transmission chain: EUR/JPY falls → French banks run into trouble → liquidity tightens in the repo market → the Fed is forced to expand its balance sheet → the crypto market benefits. In plain terms: it’s not that the coin world is proving itself—it’s that the water from outside is starting to rise. Is this logic correct? At this stage, it’s still only a hypothesis. But Hayes’s track record is there for everyone to see: he called for buying the bottom in March 2020, and for escaping the top in 2021. In terms of the big direction, he rarely gets it wrong. So when he speaks, the market is seriously listening. That said, let me remind you: what Hayes said was “ETH to $10,000 by the end of the year,” not “it will pump tomorrow.” There are three months in between—too many things can happen. Geopolitical conflicts, rate-hike expectations, regulatory policies—any one variable could throw off the timing. And besides, from today’s ETH level of 2,400 to 10,000 is a fourfold move. If you hear this news and go all-in immediately, and it drops 30% first on the way up, can you withstand it? Listen to the big guys’ predictions for what they are. Your own position is your responsibility. In a real bull market, the truth is you won’t miss it just because you entered a few days late. But if it’s fake, the moment you rush in, you’re the one picking up the bag. $BTC $ETH #行情分析📈 #ArthurHayes {spot}(BTCUSDT)
BTC hovered above 77,000 all morning, and neither bulls nor bears were particularly energetic. But today, there’s a signal worth paying more attention to than the price itself: Arthur Hayes posted a new piece, directly calling for ETH to reach $10,000 by year-end.

Hold off on getting overly excited or mocking it. When it comes to a person like Hayes, you have to break down what he’s saying.

His core logic isn’t “ETH is technically great” or “the ecosystem is booming.” It’s a whole macro transmission chain: EUR/JPY falls → French banks run into trouble → liquidity tightens in the repo market → the Fed is forced to expand its balance sheet → the crypto market benefits. In plain terms: it’s not that the coin world is proving itself—it’s that the water from outside is starting to rise.

Is this logic correct? At this stage, it’s still only a hypothesis. But Hayes’s track record is there for everyone to see: he called for buying the bottom in March 2020, and for escaping the top in 2021. In terms of the big direction, he rarely gets it wrong. So when he speaks, the market is seriously listening.

That said, let me remind you: what Hayes said was “ETH to $10,000 by the end of the year,” not “it will pump tomorrow.” There are three months in between—too many things can happen. Geopolitical conflicts, rate-hike expectations, regulatory policies—any one variable could throw off the timing.

And besides, from today’s ETH level of 2,400 to 10,000 is a fourfold move. If you hear this news and go all-in immediately, and it drops 30% first on the way up, can you withstand it?

Listen to the big guys’ predictions for what they are. Your own position is your responsibility. In a real bull market, the truth is you won’t miss it just because you entered a few days late. But if it’s fake, the moment you rush in, you’re the one picking up the bag.

$BTC $ETH #行情分析📈 #ArthurHayes
daamla_4:
1
On the lips he shouts 1 million, but in his hands he’s buying ETH—this time again, the “words and deeds don’t match” of big shots in the crypto world has been nailed. Just after delivering some harsh statements, Arthur Hayes—the co-founder of BitMEX—said that with the AI bubble bursting, central banks flooding the market with liquidity, and control over the U.S. Treasury yield curve as a triple boost, Bitcoin could reach $1 million by 2030, with $58,000 being the big bottom of this cycle. Then, he promptly admitted: he is currently buying Ethereum, because “3 to 5x—soon it will come.” Take a look at this logic: is BTC’s tenfold surge over four years a matter of faith, while ETH’s doubling in the short term is “business”? Or is it that he’s calling out trades to the retail crowd, while quietly switching his own positions? Even more striking is his assessment of the long-established derivatives exchange he founded, which was shut down on September 23: “It feels great—we landed the way we wanted—not because we were attacked, but because we wanted to shut it down ourselves.” Head to the comments: how much do you believe in these big shots’ long-term thinking? #比特币 #以太坊 #ArthurHayes
On the lips he shouts 1 million, but in his hands he’s buying ETH—this time again, the “words and deeds don’t match” of big shots in the crypto world has been nailed.

Just after delivering some harsh statements, Arthur Hayes—the co-founder of BitMEX—said that with the AI bubble bursting, central banks flooding the market with liquidity, and control over the U.S. Treasury yield curve as a triple boost, Bitcoin could reach $1 million by 2030, with $58,000 being the big bottom of this cycle.

Then, he promptly admitted: he is currently buying Ethereum, because “3 to 5x—soon it will come.”

Take a look at this logic: is BTC’s tenfold surge over four years a matter of faith, while ETH’s doubling in the short term is “business”? Or is it that he’s calling out trades to the retail crowd, while quietly switching his own positions?

Even more striking is his assessment of the long-established derivatives exchange he founded, which was shut down on September 23: “It feels great—we landed the way we wanted—not because we were attacked, but because we wanted to shut it down ourselves.”

Head to the comments: how much do you believe in these big shots’ long-term thinking? #比特币 #以太坊 #ArthurHayes
Arthur Hayes’ latest post directly points out the core logic behind crypto’s rise: you don’t need any other fancy gimmicks to push cryptocurrencies higher—you only need those politicians who are unable or unwilling to cut spending to keep printing more money. Think about it carefully—this viewpoint really hits the essence. When the supply of fiat currency keeps expanding and purchasing power keeps eroding, crypto assets with a scarcity-like characteristic naturally become the destination for capital. After all, during periods of monetary easing, the value of “hard currency” will only be pushed higher by increasing amounts of liquidity. With global fiscal deficits putting widespread pressure on budgets, it’s difficult for politicians to actually cut spending. Will expectations of continued money printing keep heating up next? Has the crypto market already started pricing in that expectation in advance? $BTC $ETH #ArthurHayes #Cryptocurrency
Arthur Hayes’ latest post directly points out the core logic behind crypto’s rise: you don’t need any other fancy gimmicks to push cryptocurrencies higher—you only need those politicians who are unable or unwilling to cut spending to keep printing more money.

Think about it carefully—this viewpoint really hits the essence. When the supply of fiat currency keeps expanding and purchasing power keeps eroding, crypto assets with a scarcity-like characteristic naturally become the destination for capital. After all, during periods of monetary easing, the value of “hard currency” will only be pushed higher by increasing amounts of liquidity.

With global fiscal deficits putting widespread pressure on budgets, it’s difficult for politicians to actually cut spending. Will expectations of continued money printing keep heating up next? Has the crypto market already started pricing in that expectation in advance?

$BTC $ETH

#ArthurHayes #Cryptocurrency
BitMEX founder Arthur Hayes has just tweeted and clarified the essence of the crypto market rally: to push crypto prices higher, you don’t fundamentally need any other flashy things—you only need politicians who can’t control spending and are unwilling to cut deficits to keep printing money. Think about it carefully—this statement really pierces the window paper. In an environment where global central banks continue to inject liquidity, the purchasing power of fiat currencies keeps eroding, while crypto assets like Bitcoin, thanks to their fixed total supply, naturally become a reservoir to hedge against inflation. Every time politicians open the floodgates and liquidity overflows, funds will naturally flow into the crypto market, driving prices up. Do you agree with Arthur Hayes’s view? Do you think politicians will keep flooding liquidity going forward? #ArthurHayes #加密货币 #macroeconomics
BitMEX founder Arthur Hayes has just tweeted and clarified the essence of the crypto market rally: to push crypto prices higher, you don’t fundamentally need any other flashy things—you only need politicians who can’t control spending and are unwilling to cut deficits to keep printing money.

Think about it carefully—this statement really pierces the window paper. In an environment where global central banks continue to inject liquidity, the purchasing power of fiat currencies keeps eroding, while crypto assets like Bitcoin, thanks to their fixed total supply, naturally become a reservoir to hedge against inflation. Every time politicians open the floodgates and liquidity overflows, funds will naturally flow into the crypto market, driving prices up.

Do you agree with Arthur Hayes’s view? Do you think politicians will keep flooding liquidity going forward?

#ArthurHayes #加密货币 #macroeconomics
Arthur Hayes: The U.S. Treasury’s policies are the key catalyst for Bitcoin’s next leg up, not a Fed rate cut   On August 26, BitMEX co-founder Arthur Hayes said in a post that Bitcoin has entered a new bull market. But the key catalyst to push it higher is not a Federal Reserve rate cut; it is the U.S. Treasury’s liquidity injection strategy. Hayes believes that the newly appointed Treasury Secretary, Scott Bessent, is trying to replicate the path former Treasury Secretary Janet Yellen successfully used to stimulate the market in late 2023. Back then, Yellen increased Treasury bill issuance, guiding funds from the Federal Reserve’s reverse repo facility (RRP) into Treasury bills, injecting roughly $2.4 trillion in liquidity into the market. That huge pool of liquidity directly drove both Bitcoin and the Nasdaq 100 index higher, while also successfully pushing 10-year U.S. Treasury yields away from the dangerous level of 5%.   Now, Bessent is trying to implement a similar approach using the Treasury’s debt management tools. Last week, he announced that the scale of long-term Treasury buybacks would be raised from $2 billion to at least $4 billion;   But Hayes argues that, relative to the roughly $4 trillion stock of outstanding U.S. debt, the current buyback size may be insufficient to have a sustained impact on the market.   However, Hayes found another potential source of liquidity from the Treasury General Account (TGA). As previously reported, Bessent may use funds from this account for additional stock buybacks. The TGA currently holds about $1 trillion. Hayes believes that if the Treasury activates these funds, they could likewise become an important channel for injecting additional liquidity into the market. Hayes also outlined three possible policy paths Bessent might take. First, cutting fiscal spending—but feasibility is very low due to factors tied to the midterm elections; second, emulating the Bank of Japan—once yields break above 5%, buying would be unlimited;   Third, before the market experiences any major turbulence, executing Treasury buybacks on a smaller scale but with higher frequency. In Hayes’s view, this third option has the highest likelihood of being adopted right now. Overall, Hayes believes that if Bessent clearly demonstrates a determination to accelerate liquidity creation, Bitcoin may see a return to the historical cycle pattern of a “bounce from the lows.” #ArthurHayes #比特币
Arthur Hayes: The U.S. Treasury’s policies are the key catalyst for Bitcoin’s next leg up, not a Fed rate cut

On August 26, BitMEX co-founder Arthur Hayes said in a post that Bitcoin has entered a new bull market. But the key catalyst to push it higher is not a Federal Reserve rate cut; it is the U.S. Treasury’s liquidity injection strategy.

Hayes believes that the newly appointed Treasury Secretary, Scott Bessent, is trying to replicate the path former Treasury Secretary Janet Yellen successfully used to stimulate the market in late 2023.

Back then, Yellen increased Treasury bill issuance, guiding funds from the Federal Reserve’s reverse repo facility (RRP) into Treasury bills, injecting roughly $2.4 trillion in liquidity into the market.

That huge pool of liquidity directly drove both Bitcoin and the Nasdaq 100 index higher, while also successfully pushing 10-year U.S. Treasury yields away from the dangerous level of 5%.

Now, Bessent is trying to implement a similar approach using the Treasury’s debt management tools. Last week, he announced that the scale of long-term Treasury buybacks would be raised from $2 billion to at least $4 billion;

But Hayes argues that, relative to the roughly $4 trillion stock of outstanding U.S. debt, the current buyback size may be insufficient to have a sustained impact on the market.

However, Hayes found another potential source of liquidity from the Treasury General Account (TGA). As previously reported, Bessent may use funds from this account for additional stock buybacks.

The TGA currently holds about $1 trillion. Hayes believes that if the Treasury activates these funds, they could likewise become an important channel for injecting additional liquidity into the market.

Hayes also outlined three possible policy paths Bessent might take. First, cutting fiscal spending—but feasibility is very low due to factors tied to the midterm elections; second, emulating the Bank of Japan—once yields break above 5%, buying would be unlimited;

Third, before the market experiences any major turbulence, executing Treasury buybacks on a smaller scale but with higher frequency. In Hayes’s view, this third option has the highest likelihood of being adopted right now.

Overall, Hayes believes that if Bessent clearly demonstrates a determination to accelerate liquidity creation, Bitcoin may see a return to the historical cycle pattern of a “bounce from the lows.”

#ArthurHayes #比特币
Arthur Hayes has released his latest update on the progress of his AI + crypto project Flop Labs. This week, an $FLOP tokenomics infographic is set to be published. Next week, he will also hold an AMA in both X Spaces and YouTube, answering questions specifically related to tokenomics while collecting community feedback to improve the design. A veteran crypto heavyweight is entering the AI space—what different ideas will this time’s tokenomics design bring? Waiting on this week’s infographic—also already queued up for the AMA! $FLOP #加密货币 #ArthurHayes #AI crypto
Arthur Hayes has released his latest update on the progress of his AI + crypto project Flop Labs. This week, an $FLOP tokenomics infographic is set to be published. Next week, he will also hold an AMA in both X Spaces and YouTube, answering questions specifically related to tokenomics while collecting community feedback to improve the design.

A veteran crypto heavyweight is entering the AI space—what different ideas will this time’s tokenomics design bring? Waiting on this week’s infographic—also already queued up for the AMA!

$FLOP #加密货币 #ArthurHayes #AI crypto
ARTHUR HAYES PREPARES $FLOP TOKENOMICS REVEAL AS CATALYST WINDOW OPENS! ⚡ 📢 Arthur Hayes just signaled a major milestone for Flop Labs with the upcoming $FLOP tokenomics infographic dropping this week. Smart money knows that early architectural details often set the stage for explosive sentiment shifts before public markets catch on. 💡 A live community AMA next week will refine the economic blueprint before finalization. ⚡ When heavyweight industry figures open the floor for tokenomics feedback, it usually marks the start of a well-calculated narrative expansion designed to build momentum. 📊 Are you positioning ahead of this structure drop or waiting to digest the official blueprint during the AMA? 🤔 ⚠️ Not financial advice. Always manage your risk. 🛡️ 🏷️ #FLOP #ArthurHayes #Tokenomics #Crypto 🔥 💎
ARTHUR HAYES PREPARES $FLOP TOKENOMICS REVEAL AS CATALYST WINDOW OPENS! ⚡ 📢

Arthur Hayes just signaled a major milestone for Flop Labs with the upcoming $FLOP tokenomics infographic dropping this week. Smart money knows that early architectural details often set the stage for explosive sentiment shifts before public markets catch on. 💡

A live community AMA next week will refine the economic blueprint before finalization. ⚡ When heavyweight industry figures open the floor for tokenomics feedback, it usually marks the start of a well-calculated narrative expansion designed to build momentum. 📊

Are you positioning ahead of this structure drop or waiting to digest the official blueprint during the AMA? 🤔

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #FLOP #ArthurHayes #Tokenomics #Crypto

🔥 💎
BitMEX founder Arthur Hayes’ latest post shares his most recent observations on the current market—definitely worth every trader’s attention. Hayes said that recently, over-the-counter trading brokers have started reaching out to him, asking about borrowing dollars. This signal is actually quite interesting: in an environment where interest rates have been lackluster for some time, basis trading hardly ever came up, but now the situation is starting to change. He believes that while overall interest rates are still relatively low, basis trading has begun to recover, and within this trend, Ethena ($ENA) will gain a unique advantage. In terms of its business model, Ethena relies on basis-earnings to support the yield of its products. As basis trading activity heats up again, ENA’s fundamentals will receive substantial support. Hayes also directly pointed out that ENA still has plenty of room to rise, and this view is worth keeping a close watch on. $ENA #加密货币 #ArthurHayes #DeFi
BitMEX founder Arthur Hayes’ latest post shares his most recent observations on the current market—definitely worth every trader’s attention.

Hayes said that recently, over-the-counter trading brokers have started reaching out to him, asking about borrowing dollars. This signal is actually quite interesting: in an environment where interest rates have been lackluster for some time, basis trading hardly ever came up, but now the situation is starting to change.

He believes that while overall interest rates are still relatively low, basis trading has begun to recover, and within this trend, Ethena ($ENA ) will gain a unique advantage.

In terms of its business model, Ethena relies on basis-earnings to support the yield of its products. As basis trading activity heats up again, ENA’s fundamentals will receive substantial support.

Hayes also directly pointed out that ENA still has plenty of room to rise, and this view is worth keeping a close watch on.

$ENA
#加密货币 #ArthurHayes #DeFi
BitMEX founder Arthur Hayes just posted on X, sharing his latest market observations. Here are the key points that all DeFi investors should pay attention to: Recently, over-the-counter trading brokers have started proactively reaching out to him to ask about borrowing USD. Hayes believes that, overall, market interest rates are still relatively low, but basis trading has begun to show signs of recovery. And during this round of basis-trading recovery, Ethena ($ENA) will gain a unique competitive advantage thanks to its mechanism design. Hayes clearly stated that ENA still has a lot of room to rise in the future. A recovery in basis trading often means improved market activity, and institutions begin to return and position themselves again. As the leading project in the decentralized dollar sector, Ethena should indeed benefit directly from this trend. Do you hold $ENA? What’s your take on the opportunities brought by this basis-trading recovery? $ENA #ArthurHayes #cryptocurrency
BitMEX founder Arthur Hayes just posted on X, sharing his latest market observations. Here are the key points that all DeFi investors should pay attention to:

Recently, over-the-counter trading brokers have started proactively reaching out to him to ask about borrowing USD. Hayes believes that, overall, market interest rates are still relatively low, but basis trading has begun to show signs of recovery.

And during this round of basis-trading recovery, Ethena ($ENA ) will gain a unique competitive advantage thanks to its mechanism design. Hayes clearly stated that ENA still has a lot of room to rise in the future.

A recovery in basis trading often means improved market activity, and institutions begin to return and position themselves again. As the leading project in the decentralized dollar sector, Ethena should indeed benefit directly from this trend.

Do you hold $ENA ? What’s your take on the opportunities brought by this basis-trading recovery?

$ENA #ArthurHayes #cryptocurrency
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