🐳 Money Notes:
“Arthur Hayes: Equity dilution at AI giants could pressure stock prices, weigh on Bitcoin in the short term, but benefit it in the long term as central banks step in to bail them out.”
When news breaks, I ask three questions about money:
1. Which way are the big orders leaning?
2. Is trading volume for $BTC (24h: $1.6 billion) continuing to grow?
3. Are large holders making unusually large transfers to exchanges?
Only when all three point in the same direction has the news been validated by the flow of funds; otherwise, it’s probably just a passing fad.
The more a story floods your feed, the more worth it it is to wait and see what the money does.
“Arthur Hayes: Equity dilution at AI giants could pressure stock prices, weigh on Bitcoin in the short term, but benefit it in the long term as central banks step in to bail them out.”
When news breaks, I ask three questions about money:
1. Which way are the big orders leaning?
2. Is trading volume for $BTC (24h: $1.6 billion) continuing to grow?
3. Are large holders making unusually large transfers to exchanges?
Only when all three point in the same direction has the news been validated by the flow of funds; otherwise, it’s probably just a passing fad.
The more a story floods your feed, the more worth it it is to wait and see what the money does.
