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

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 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: 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

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

Arthur Hayes buys back 1.9 million $ETHFI ($1.17 million) at a price of $0.62 four hours ago.

Four months ago, he sold 265.461 $ETHFI ($118 thousand) at a loss at a price of $0.44.

Selling low and buying high again!
$ETHFI
#ArthurHayes

Arthur Hayes has outlined a potential $500,000 Bitcoin scenario, but the target is conditional rather than a guaranteed prediction. His thesis centers on a possible shift in U.S. monetary policy and how the Federal Reserve communicates its future decisions.

The argument is less about a specific price timeline and more about liquidity. If monetary conditions become more supportive of risk assets, Bitcoin could benefit from renewed capital flows and stronger investor demand.

Hayes has previously made bullish Bitcoin forecasts, but his latest $500K scenario should be viewed as a market thesis rather than a confirmed outcome. The key factor is whether monetary policy actually changes in a way that supports his assumptions.

For traders, the important signal is therefore not the $500K figure itself. Fed policy, liquidity expectations and market positioning could have a much greater influence on Bitcoin's next major trend.

A sustained shift toward easier financial conditions could strengthen the bullish case, while tighter policy or weaker liquidity could delay such a move. Until those conditions change, the $500K target remains a long-term scenario rather than an immediate price expectation...

Note: Not Financial Advice

$BTC

#ArthurHayes

Arthur Hayes’ latest viewpoint is trending! He directly calls out Trump: 《CLARITY Act》 must be vetoed!

In an interview, Hayes exposes the true nature of this bill: it’s not really meant to drive industry innovation at all. Instead, US VCs and compliance giants are throwing money into lobbying, trying to use the law to build a moat and push competitors out. Bitcoin has never relied on any regulatory legislation since it was created in 2009, and the future doesn’t need it either.

In his view, what truly determines the crypto bull market has always been fiat liquidity and the Fed’s money printing—not legislative provisions. He also mocks the US government’s double standards: the Treasury and the Department of Defense invest billions in AI, chips, and critical minerals through equity investments, but for crypto they only make promises in words—never providing actual capital support.

His market outlook is even more intense: as the US Treasury-bond crisis worsens and liquidity is released, it’s only a matter of time before Bitcoin breaks its all-time high.
- Year-end target: $BTC 12.6 million USD
- If an extreme black swan drops it to $35,000, it’s a buy-the-dip opportunity on the level of March 2020
- Once the Fed floods liquidity and drives BTC above $120,000, he directly targets $500,000!

Meanwhile, he’s extremely bullish on Ethereum. In the last cycle, it lagged but still hasn’t broken above the 2021 peak. Yet it has the largest developer ecosystem and the strongest Lindy effect. Assuming Bitcoin reaches $200,000, his ETH target is $20,000–$30,000.

$BTC $ETH
#ArthurHayes #Bitcoin market outlook

Arthur Hayes latest remarks, directly firing a shot at the U.S. “CLARITY Act,” urging Trump to veto it!

Hayes points out the essence: this bill is not really for industry innovation at all. It’s just that U.S. VC firms and compliance giants are spending money to lobby, trying to use legislation to build a moat and push out competitors. Bitcoin has existed since 2009; it has never relied on any regulatory legislation, and it won’t need it in the future.

He repeatedly emphasized: the core factor that determines a crypto bull market is always fiat liquidity and the Fed’s money-printing—not a single piece of legislation. Even more ironic is the U.S. double standard—Treasury and the Department of Defense can invest hundreds of billions in equity for AI and chips, but for crypto they can only talk. They can’t produce even half a cent of real support.

The market outlook gets even more intense: as the U.S. Treasury bond crisis escalates + liquidity flooding continues, a breakout of Bitcoin to new all-time highs is only a matter of time.
- Year-end target: $126,000
- If an extreme black swan drops it to $35,000? That would be a buy-the-dip opportunity on the scale of March 2020
- Once liquidity drives a breakthrough above $120,000, immediately look to $500,000!

Ethereum is also strongly favored by Hayes: although the previous cycle’s lag has not yet broken the 2021 high, it has the largest developer ecosystem and the strongest Lindy effect. If Bitcoin reaches $200,000, then the ETH target is directly in the $20,000–$30,000 range.

Do you think this target can be achieved? Let’s discuss your thoughts in the comments section👇

$BTC $ETH
#ArthurHayes #比特币 #加密牛市

Arthur Hayes just put forward another astonishing viewpoint, this time directly targeting U.S. regulation and the future trajectory of BTC.

In an interview, he clearly urged Trump to directly reject the “CLARITY Act.” In Hayes’s view, this bill has nothing to do with fostering industry innovation—it’s essentially U.S. VCs and major compliance firms throwing money at lobbying, hoping to use legislation to build a regulatory moat and push smaller players out. From Bitcoin’s birth in 2009 to today, it has never relied on any regulatory acts, and the future won’t need them either.

This viewpoint really punctures a lot of illusions—now, many so-called “regulatory bills,” are they actually protecting the industry, or protecting entrenched interests?

Hayes has consistently maintained that the core driver of a crypto bull market has never been legislative text. It’s fiat liquidity and the Federal Reserve’s money printing. He also took aim at the U.S. government’s double standards: the Treasury and the Department of Defense can invest billions into AI, chips, and critical minerals via equity investments, but when it comes to crypto, it’s all just verbal talk—nothing substantial, not even half a cent in real support.

As for the market, Hayes’s call remains bold:
With the worsening of the U.S. Treasury debt crisis and the release of liquidity, a breakout of BTC to a new all-time high is only a matter of time. He expects it to reach $126,000 by year-end. And if a black swan event really sends it down to $35,000, that would be a dip-buying opportunity on the level of March 2020. And once the Federal Reserve uses its tools to flood the system with liquidity—pushing BTC through $120,000—the next step would be a direct run toward $500,000.

He’s also especially bullish on ETH. In the last cycle, ETH lagged, and it still hasn’t broken above the 2021 high. However, it has the largest developer ecosystem and the strongest Lindy effect. If BTC can reach $200,000, then the ETH target could be $20,000–$30,000.

What do you think of Hayes’s take this time? Can BTC really reach $500,000?

$BTC $ETH
#比特币 #ArthurHayes

Arthur Hayes' latest interview views are too explosive 🔥

He directly called out to Trump: the《CLARITY Act》should be vetoed!

Hayes points out: this bill is not really meant to drive industry innovation. It’s basically U.S. VC firms and major compliance giants spending money to lobby—trying to build a legal moat and push competitors out. Since Bitcoin was born in 2009, it has never relied on any regulatory legislation, and it won’t need it in the future either.

The core argument has always stayed the same: what determines a crypto bull market is never specific pieces of legislation—it’s always fiat liquidity and the Fed’s money-printing. He also criticizes the U.S. government for double standards: the Treasury and the Department of Defense dare to pour billions into equity investments in AI, chips, and critical minerals, but when it comes to crypto they only talk big and never provide real capital support.

On the market, Hayes’ call remains bold:
As the U.S. Treasury debt crisis worsens + liquidity is released, it’s only a matter of time before Bitcoin breaks its all-time high.
✅ Target by year-end: $126,000
❄️ If an extreme black swan sends it down to $35,000, it could be a second March 2020-style “buy the dip” opportunity
🚀 Once liquidity propels a breakout above $120,000, low allocation + momentum will push BTC straight to $500,000

He’s also extremely bullish on Ethereum: the last cycle’s underperformance hasn’t yet broken the 2021 high, but it has the biggest developer ecosystem and the strongest Lindy effect. If BTC reaches $200,000, the ETH target could be $20,000–$30,000.

$BTC $ETH
#ArthurHayes #比特币行情 #加密监管

On-chain data is at it again. BitMEX co-founder Arthur Hayes bought back about 1.9 million ETHFI about 4 hours ago, spending roughly $1.17 million.

What’s interesting is that about 4 months ago, he sold a batch of ETHFI at a loss, losing about $118,000, and now he’s buying back at a higher price. Sell low, buy high—this move is pretty slick.

Can you trust it? The on-chain records are right there for everyone to see—whether it’s real money or not is up to your own judgment.$ETHFI #ArthurHayes #加密市场

The crypto old-timer Arthur Hayes just spoke up again: anyone who is still hiding from assets like stocks, gold, and Bitcoin is basically being foolish.

He cites the U.S. Treasury’s move to expand the scale of long-term Treasury buybacks, arguing that this is effectively a way to suppress yields and pump liquidity into the market. In this kind of environment, scarce assets will only become more and more valuable. He also compares this playbook to the Fed’s backstopping measures under Yellen back then, saying there will be another wave of liquidity coming.

He himself has not placed less on $BTC and $ETH . Can you trust this latest hype? $BTC will vote with his feet.

$BTC $ETH #比特币 #加密市场 #ArthurHayes

🚨 ARTHUR HAYES IS BETTING BIG ON $ENA

Arthur Hayes has accumulated millions of dollars worth of $ENA , with recent on-chain tracking putting his holdings around $3.9M. 👀💰

That’s not a small bet.

🔥 Why $ENA is getting attention:

• 🏦 Strong institutional backing
• 💵 Ethena is building a major stablecoin ecosystem
• 🐋 Hayes continues to show interest in $ENA
• 🚀 Altseason could bring fresh liquidity into the sector

The interesting part? Hayes isn’t just talking about ENA— he’s putting real capital behind it. 💎

Could ENA become one of the biggest winners of the next altcoin cycle? 👀
$ENA

#Ethena #ArthurHayes

Arthur Hayes’ latest long-form piece, “The Book of Genesis,” presents a bold idea: building a Flop Network specifically for AI agents.

The core concept is that the native token FLOP directly anchors to computational power (measured in FLOPs), enabling AI agents to use “money” to purchase computing resources as their “food.” Within this framework, AI is no longer a dependent of some centralized platform, but instead a sovereign entity with independent economic capability—able to coordinate on its own and persist in a censorship-resistant manner.

Mechanically, the Flop Network resembles Bitcoin’s mining model. Miners earn FLOP rewards through “Proof of Useful Inference” (PoUI), while users pay for AI inference requests with FLOP. Hayes also places special emphasis on a fair launch: no presale, no institutional rounds, the team self-funds, and during the testnet phase, there will be an airdrop.

He even cites “Metcalfe’s Law” (i.e., the network value supporting group formation grows exponentially with the number of users) to argue that FLOP’s long-term value ceiling may be higher than $BTC . Of course, this claim still needs to be validated by real-world ecosystem development.

When AI agents start needing their own currency, their own memory, and their own compute marketplace, a decentralized infrastructure tailored for machine economies may well be an important missing piece in the next chapter of the narrative.

#AI代理 #ArthurHayes #加密叙事

Arthur Hayes’ latest long-form article, “The Book of Genesis,” puts forward a bold concept—Flop Network, a decentralized infrastructure designed specifically for the AI agent economy.

Key highlights:

The FLOP token directly anchors to computing power, using FLOPs (floating point operation counts) as the unit of measurement. In other words, AI agents can use FLOPs to “buy” compute power as their “food,” enabling truly autonomous operation.

The network’s consensus mechanism is named “Proof of Useful Inference.” Miners earn FLOP rewards by providing inference computing power—similar to Bitcoin mining logic, but what’s produced is AI inference services rather than just raw hashes.

Hayes emphasizes a fair launch principle: no pre-sale, no institutional rounds, and the team self-funds, alongside a testnet airdrop phase. He also cites Reed’s Law, arguing that the network value supporting group formation grows exponentially with the number of users, leading him to infer that Flop Network’s long-term potential could even surpass Bitcoin.

The core logic is: in the future, AI agents will need a purchasable form of computing power as their “currency,” along with censorship-resistant persistent memory storage, and centralized approaches cannot meet the requirements of sovereign AI for trusted neutrality.

This idea combines the “money” and the “electricity” of the AI agent economy into one—an approach that’s quite radical.#AI代理 #加密货币 #ArthurHayes

Arthur Hayes’ latest post addresses many external questions about FLOP. He explained that the FLOP whitepaper has been delayed because the team is still continuously communicating with various stakeholders, striving to make the technical design and tokenomics plan more complete, rather than rushing out an immature proposal.

Hayes also revealed that starting next week, a series of concise tokenomics infographics will be released so the community can more intuitively understand project details. He also reiterated several key attributes of FLOP: no presale, no VC investment; the project plans to conduct a large-scale air drop in the fourth quarter, and will launch the mainnet in the first quarter of next year.

In terms of pacing, Hayes’ choice of the approach—"communicate first, then announce"—is itself a form of managing market expectations. In the current environment, purely hype-driven narratives are becoming harder to impress users. Instead, this phased disclosure, along with maintaining transparent interaction with the community, is more likely to build long-term trust.

The tokenomics infographics scheduled for next week are worth close attention. The allocation ratios, release schedule, community incentives, and other details will directly determine whether FLOP can generate enough buzz before the fourth-quarter air drop.

#FLOP #代币经济学 #ArthurHayes

Arthur Hayes has just spoken out about the FLOP project: the whitepaper has not been released yet—not because of delays, but because the team is still deeply communicating with various parties to refine the technical design and the tokenomics方案. He hinted that starting next week they will gradually publish concise tokenomics infographics, first collecting feedback before finalizing. The attitude is quite cautious.

Let’s review the key timeline: Arthur Hayes will personally lead Flop Labs; the project clearly has no presale and no VC investment; a large-scale airdrop is planned for Q4; and the mainnet is scheduled to go live in Q1 2027. It’s evident that from token distribution to the mainnet rollout cadence, the timing is stretched out, almost like they’re laying the groundwork for a long-term narrative.

For retail investors, the two most important points are: first, the tokenomics infographics to be released next week—this will be the first-hand information for assessing distribution fairness and unlock pressure; second, the specific rules of the Q4 airdrop, which often determine the scope for short-term price speculation. No presale and no VC means the cap table structure is relatively clean, but it also implies that early circulating supply may be relatively low, which can amplify volatility.

Although the news hasn’t directly moved the broader market, the crypto market remains sensitive to every “trade call” Hayes makes. In the short term, pay attention to the tokenomics details disclosed; in the long term, focus on ecosystem progress ahead of the mainnet launch.

#ArthurHayes #FLOP #tokenomics