Arthur Hayes
BitMEX联合创始人
468Followers60Articles
Arthur Hayes: AI's Debt, Insurance's Landmine, Bitcoin's Fuel
Anthropic and OpenAI are slowing AI development in the name of safety, but behind it lies the brutal economic reality of collapsing compute demand. Trillions of dollars in AI debt are teetering, and the U.S. insurance industry faces an insolvency crisis. Whether the government prints money for a bailout or purchases compute power, Bitcoin will be the ultimate winner.
Arthur Hayes
Arthur Hayes：一场日元“地震”正在酝酿，流动性海啸将引爆比特币与黄金
日元走强将迫使美联储通过FIMA回购便利悄悄印钞，全球美元流动性再泛滥，比特币和黄金首当其冲大涨。他已重仓比特币、黄金、金矿股，并看好以太坊和ENA的超跌反弹机会。
Arthur Hayes
Arthur Hayes：AI是一场地产泡沫，破裂后将把比特币推向百万美元
当算力建设增速放缓，信贷危机将爆发，对标 2008 年次贷危机。
Arthur Hayes
Arthur Hayes's emergency liquidation: When the AI ​​bubble collides with high oil prices, can Bitcoin escape death?
Arthur Hayes analyzes the AI ​​bubble and the oil price game, predicts that Bitcoin will fall first and then rise, and interprets the impact of Trump's war and the Federal Reserve's policies on the crypto market.
Arthur Hayes
Arthur Hayes' latest long article: Forget war and inflation, the AI ​​bubble is the biggest opportunity.
The bull market is here, I'm buying blindly. Before the masses wake up, before the AI ​​bubble bursts.
Arthur Hayes
Arthur Hayes: I refuse to trade in the "dead zone"; currently, I'm only bullish on gold and HYPE.
BitMEX founder Arthur Hayes provides an in-depth analysis of the two major risks: AI deflation and a war with Iran. He predicts that Bitcoin will initially fall before rising, ultimately outperforming mainstream assets. He focuses on key turning points in geopolitics and financial markets.
Arthur Hayes
Interview with Arthur Hayes: AI is causing deflation, oil prices foreshadow war, and 90% of assets are still in Bitcoin.
Former BitMEX founder Arthur Hayes shared his unique insights on the Iran war, AI deflation, gold, and Bitcoin, revealing that 90% of his assets are still in Bitcoin, while also expressing optimism about the future potential of Hyperliquid and Zcash.
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Arthur Hayes: Why did I liquidate all my other altcoins and heavily invest in HYPE to push it to $150?
Understand the underlying logic behind Arthur Hayes' bullish view on HYPE in one article.
Arthur Hayes
Arthur Hayes: The US has fought 40 years of Middle East wars and lowered interest rates every time; don't expect an exception this time.
From the Gulf War in 1990 to the War on Terror in 2001, the Federal Reserve chose to cut interest rates after every US-led Middle East war.
Arthur Hayes
Arthur Hayes: $10 Trillion Enters the Game, US Stablecoin Conspiracy and DeFi Big Opportunities
The total amount of US dollar stablecoins will reach at least $10 trillion in 2028, and the global adoption of US dollar stablecoins will drive the long-term growth of DeFi applications, especially Ethena, Ether.fi and Hyperliquid.
Arthur Hayes
Arthur Hayes' latest prediction: Trump's fascist economy will ignite the crypto bull market, and Bitcoin will reach $250,000 by the end of the year!
Uncovering the secret waltz between Trump’s “fascist economy” and the crypto bull market
Arthur Hayes
Arthur Hayes: A $10 trillion liquidity flood is coming, and Bitcoin will soar like a rocket
Stop sitting on the sidelines, waiting for Powell to “bless” the bull market.
Arthur Hayes
Arthur Hayes' new article: Bitcoin will replace the US dollar as the world's reserve currency
The U.S. dollar will continue to serve as the pricing currency for global trade, but the reserve asset will be replaced by Bitcoin.
Arthur Hayes
Arthur Hayes' latest crypto market prediction: Overall bullish, but I will sell off at the end of March
Of course, anything can happen, but overall I am bullish.
Arthur Hayes
Arthur Hayes blog post: Meme coins are very popular, but VC coins are ignored. How can project owners raise funds?
Has the death knell of VC coins sounded?
Arthur Hayes
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