hayes

HAYES: "I dumped it all."

Arthur Hayes just unloaded $26M in crypto, including 8,000 $ETH, and says the market has to go down before it goes up.

What are you doing?

News | Markets
#hayes

Hayes is still selling after making the call

Since yesterday, around $28.81 million in total has been transferred to exchanges
Involving ETH, ENA, UNI, ETHFI, AERO, PENDLE, and ZAMA
Around 14.15 million USDC has been withdrawn back
In this window, another 14 million ENA, worth around $2.73 million, was transferred to Cumberland

Another estimate has around 8,000 ETH, worth about $18.69 million, transferred out
Then around 11.73 million USDC was recovered from Galaxy and Flowdesk
The remaining roughly $6.96 million is still being reconciled

Activity in progress does not mean there's a signal of a second full sell-off
Just verify the on-chain data; don't treat someone else's positions as your own trades
$ETH $ENA $UNI
#Hayes #ENA #ETH #Maelstrom #风险

【Market Update】New developments: Arthur Hayes has expanded his position cuts. Wu Blockchain, citing Ember monitoring, reports that Hayes is bearish on the market outlook and has cut about $26.08 million in holdings, up from the previously reported $22.28 million: 8,000 ETH, 14 million ENA, and 323,000 UNI. He has fully exited his Maelstrom-directed account and will wait for macroeconomic and geopolitical signals to become clearer before re-entering. Will prices fall before rebounding, or is this a permanent exit?
$ETH $ENA $UNI
#Hayes #Maelstrom #PositionCuts
(Source: Wu Blockchain)
⚠️Risk disclaimer: The above is shared for informational purposes only and does not constitute investment advice. Investing involves risk; proceed with caution.

🔥Hayes on the mic: Macroeconomics, the AI bubble, and the future of crypto

A new podcast with Hayes is out, where the guy shares his vision of the global economy, crypto, and AI development. And who are we to blindly trust Hayes?)

Key takeaways:
💸 BTC at $1 million?
Hayes hopes to see BTC hit $1 million. His bet is that governments will keep pumping money into the economy, which could give the crypto market a boost.

🤖 What’s wrong with AI?
The technology itself is great. But the business side of many AI companies is still pretty shaky.
They’re spending more than they earn, and without government support, things could get tough for some of these companies.
So AI may change the world, but that doesn’t mean every AI company’s stock is a good investment.

🪙 Shitcoins aren’t what they used to be
Investors are getting tired of tokens that plunge 90% after launch. Projects with real revenue (ETH, Zcash, and Hyperliquid) will get more attention.

🧠 AI agents—the next trend?
Hayes believes agents will be able to trade, negotiate, and pay for computing on their own. Their economy could grow bigger than the human economy.

In short: more money in the economy, potentially a stronger BTC, and a new economy built around AI. We’ll see if this scenario plays out.
(Not financial advice.)

What do you think: is BTC at $1 million realistic, or is Hayes just hyping it up?) 🤔

#bitcoin #Hayes

Arthur Hayes has published a new article. This time, his target is the logic behind the yen appreciating, and he boldly calls for an expected 5–10x move for $ENA in the next 5–10 years. What’s interesting, though, is that the crypto market is currently in a near "no reaction" state—there’s been no early run-up and no panic selling.

Let’s break down his core thinking simply:

First, he’s betting on yen appreciation, and behind it is likely still his familiar "global macro liquidity flip" playbook. Historically, when the yen strengthens significantly, it’s usually accompanied by the unwinding of carry trades and pressure on risk assets. If the Bank of Japan tightens its pace, the cascading effects from carry trade closures would transmit quickly to U.S. Treasuries and U.S. dollar liquidity, which in turn would suppress sentiment across the entire crypto market.

Second, the 5–10x prediction for ENA feels more like searching for an "anti-drawdown—or even counter-trend" asset in a pessimistic macro environment. Ethena’s thesis is delta-neutral plus an arbitrage synthetic dollar narrative. In essence, it links crypto yield to TradFi interest rates. If dollar liquidity tightens and U.S. Treasury yields weaken, the yield base for USDe could be passively strengthened. So when he bets on ENA, it’s not a bet on the coin’s price by itself—it’s a bet on who benefits structurally after the macro regime shifts.

Third, the market showing no reaction is actually the key point. Often, this is the most hesitation-inducing moment before a trend starts—everyone is waiting for "second confirmation," for a large bullish candle with volume before chasing. But someone of Hayes’ caliber daring to publicly call for a 5x move usually means he’s already taken action with his positions.

My take: Broadly speaking, his logic chain is internally consistent, but the time window for ENA’s 5–10x potential is still a question mark. Short-term volatility could be much harsher. You don’t need to rush into positions intraday; the focus should be on whether the yen and dollar liquidity can hold steady, and whether $BTC can stay above the key level. That’s the real signal for whether Hayes’ scenario can be realized.

#ENA #Hayes #yen appreciation

$250,000 BTC. the whole case runs through one currency pair, and nobody reposting it mentioned which

EUR/JPY at 181.21
Hayes needs 140 or lower by June 2027
that's 29.4% away

the chain isn't vague:
French banks get squeezed
BNP Paribas, Credit Agricole and Societe Generale between them handle roughly a fifth of US repo lending
the repo market starts breaking
the Fed prints to keep it working
then, and only then, the number

so check the smoke alarm. latest Fed balance sheet:
FIMA repo — zero
central bank swap lines — $121 million
reserve-management purchases scheduled this window — none

three readings, all quiet) so I'm sitting on my hands and calling it a position

credit where it's due, he dates things. $10,000 ETH and $0.50 ENA by year-end 2026 can be scored in December. the $250,000 came with no date at all, and that's the one everybody reposted

oh and the summary going around got the small thing wrong. it says $ETH never passed its 2021 high. Binance: 4,956.78 in August 2025 against 4,868.00 in November 2021. if the one checkable line wasn't checked, the rest is a story someone liked

$BTC also has to clear its own October 2025 high of 126,199.63 before any of this matters. it's 37.9% below that today, and that climb needs no French bank at all

anyone else actually watching that yen pair, or is it just me and Hayes😁
#fomcвідстеження #hayes

Bitcoin: Hayes expects a liquidity tsunami in dollars

In an essay published on August 10, the BitMEX co-founder puts forward a bold thesis that is already fueling intense debates within the crypto community. Arthur Hayes, in fact, sees a powerful catalyst in a potential U.S.-Japan operation aimed at supporting the yen. The result: the price of bitcoin could bounce back quite quickly.

Arthur Hayes estimates that U.S. support for the yen could increase dollar liquidity.

The planned mechanism would go through the Fed’s FIMA repo facility.

The scenario is still speculative and depends on raising the $60 billion limit.

Bitcoin would only benefit if that liquidity actually reaches risk assets.

Arthur Hayes links U.S.-Japan currency policy to the price of bitcoin

After a surprising statement in March 2026, Arthur Hayes is once again getting the crypto community talking with a bold thesis. On August 10, the BitMEX co-founder publishes an essay titled “Yen-quake” on Substack. There, he argues that the dollar-yen exchange rate has now become an issue both political and economic.

In this context, the former BitMEX executive favors a specific scenario. Tokyo would deposit part of its U.S. Treasury bonds with the Fed. In return, Japan would receive dollars that it would then sell to buy yen.

This operation would go through the FIMA Repo Facility. The Federal Reserve describes this tool as a temporary source of dollars intended for foreign monetary authorities.

$BTC
$HAYW.US
$FIL
#Hayes

@Ethena Labs #EthenaENA $ENA
DOWN 11 % correction ho Is selling? #Hayes

Hayes is once again instilling faith in the fam, boldly stating that altcoins are tough and logically will never fade away. This vibe feels all too familiar; seasoned traders know that as long as there's liquidity in the global market, retail investors' hopes of cashing in on volatility can't be held back.
Currently, the narrative has shifted from AI to prediction markets, but fundamentally, it's still about capital seeking higher risk-reward exits. Observations indicate that the turnover rate of many mainstream altcoins has surged recently; although short-term selling pressure hasn't fully dissipated, this 'never-die' theory often serves as a psychological boost towards the end of a shakeout. Don't just listen to the big shots calling trades; keep an eye on the on-chain movements of the whales. This round is a classic game of human psychology. Are you all ready to charge forward with Hayes, or are you just chilling in the major coins? #ALTCOINS #CRYPTO #HAYES $BTC $ETH

𝐀𝐑𝐓𝐇𝐔𝐑 𝐇𝐀𝐘𝐄𝐒’ “126𝘅” 𝐓𝐎 𝐇𝐘𝐏𝐄 (𝐇𝐘𝐏𝐄) — 𝐅𝐀𝐂𝐓-𝐂𝐇𝐄𝐂𝐊

🔶 𝐓𝐡𝐞 𝐂𝐥𝐚𝐢𝐦
🔸 At a conference in Tokyo, #BitMEX co-founder Arthur Hayes projected that Hyperliquid’s native token ( $HYPE ) could rally 126× over the next three years.

🔶 𝐖𝐡𝐲 𝐇𝐞 𝐢𝐬 𝐛𝐮𝐥𝐥𝐢𝐬𝐡
• Hayes tied his forecast to DEX growth—anticipating stablecoin volume will propel Hyperliquid’s annual fees from $1.2B to $258B by 2028.
• Hyperliquid already dominates with 75%+ decentralized perpetuals market share.
• Key metrics like open interest ($15B+), wallet equity ($31B), and weekend DEX volume (~$1.56B) are at record levels.

🔶 𝐑𝐢𝐬𝐤 𝐂𝐨𝐧𝐬𝐢𝐝𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬
• This is an extremely bullish speculation, not a guarantee.
• #HYPE must first sustain performance, navigate market cycles, and maintain protocol security.
• Even with strong DeFi trends, 126× is highly ambitious.

🔶 𝐒𝐡𝐨𝐫𝐭 𝐑𝐞𝐚𝐥𝐢𝐭𝐲 𝐒𝐧𝐢𝐩𝐩𝐞𝐭
• Following #Hayes ' remarks, HYPE spiked ~4%, trading near $45.64, with resistance levels around $47–$50.

Bottom Line:

Hayes threw fuel on Hyperliquid’s fire with a bold 126× upside prediction, rooted in aggressive fee-growth assumptions and #DEX dominance. It’s headline-grabbing—but inherently speculative, not investment advice.

Arthur Hayes: “Bò” thị trường Crypto mới chỉ bắt đầu

Arthur Hayes, đồng sáng lập sàn giao dịch #BitMEX , nhận định rằng chu kỳ tăng trưởng hiện tại của thị trường crypto mới chỉ ở giai đoạn khởi đầu và có thể kéo dài tới năm 2026. Lý do chính cho nhận định này là làn sóng in tiền toàn cầu vẫn đang tiếp diễn và chưa có dấu hiệu chững lại.

Bitcoin: "Con ngựa chiến" chống lạm phát

#Hayes cho rằng trong bối cảnh lạm phát gia tăng, Bitcoin mới là "con ngựa chiến" thực sự trong cuộc đua chống lại sự mất giá của tiền tệ, vượt trội so với các tài sản truyền thống như vàng, chứng khoán hay bất động sản. Ông nhấn mạnh rằng giá trị của Bitcoin nằm ở sức bật dài hạn, chứ không phải ở việc đạt đỉnh mọi lúc.

Niềm tin vào dòng tiền mới

Hayes gửi một thông điệp quan trọng đến các nhà đầu tư: không nên kỳ vọng Bitcoin sẽ liên tục đạt đỉnh mọi tuần. Thay vào đó, hãy nhìn vào bức tranh lớn hơn. Theo ông, dòng tiền mới từ các nhà đầu tư tổ chức và cá nhân vẫn đang chờ đợi cơ hội để đổ vào thị trường, tạo ra động lực tăng trưởng bền vững. Nhận định của Hayes củng cố niềm tin rằng thị trường crypto còn rất nhiều tiềm năng để phát triển và thu hút thêm dòng vốn trong tương lai. #anhbacong

Universal Truth🫰🪎 $LAB $TON
🔥 BULLISH: “The more money that is printed in the U.S. or the world, the more value $BTC will have.” 🗣️ Micheal Hayes‼️
#USAndIranTradeShotInTheStraitOfHormuz #BTC #Hayes

🚀 Arthur #Hayes is looking for $250 million for a new fund.

📈 According to Bloomberg, the family office of BitMEX co-founder Arthur Hayes - Maelstrom, is looking for $250 million for its debut private equity fund.

➡️ Unlike the previous strategy, the fund will not buy startup tokens, but plans to invest $40 to $75 million in the share capital of crypto companies.

The maximum goal is $1 billion, which Maelstrom plans to attract by September 2026.
#CryptoNewss #BitMEX #breakingnews #Write2Earn $BTC $ETH $BNB

why Is @Ethena Labs pushing back? ho Is selling #hayes ?