Here’s what Hayes sold in the past few days as the market’s struggles continue. The former CEO of the now-closed derivatives exchange BitMEX is back in selling mode, with on-chain data showing that he […]
Key Takeaways Trackers have identifed $22.28M in Hayes token sales, led by 6,400 ETH worth about $15.2 million. Wintermute sent Hayes $2.43M in USDC, likely proceeds from UNI and ZAMA sales, per Onchain Lens. Blockscout […]
Key Takeaways Justin Sun said in a recent interview that AI and quantum risks have made him more bearish on bitcoin. Arthur Hayes believes address hygiene and newer signatures can handle quantum risk adequately. Bitcoin […]
Key Takeaways Arthur Hayes told Convergence host Luke Martin on Oct. 16 that AI model companies are “worthless.” The Nasdaq 100 fell 2.5% on Oct. 16 as chip stocks posted their longest losing streak since […]
Key Takeaways Hayes compares 2026 AI fears with three earlier periods of disruption. His separate AI-bust thesis anticipates multitrillion-dollar support. His earlier bitcoin outlook centers on expanded Treasury buybacks. Hayes Sees Bull-Run Potential Beyond AI […]
Key Takeaways Glassnode counts 6.26M BTC with exposed public keys, up from 24.8% of supply in early 2021 to 31.2% now. About 1.79M BTC held by exchanges is exposed, roughly 57% of identified exchange holdings. […]
Hayes leaves room for an AI bull case, arguing stronger demand within a year could make AI infrastructure companies more profitable overall. Arthur Hayes, the former BitMEX CEO and co-founder of crypto investment firm […]
Key Takeaways Arthur Hayes told Crypto Wendy O that Strategy’s edge faded once ETFs gave investors other ways to own BTC. Hayes said he watches ETF inflows over Saylor’s buys after U.S. spot bitcoin ETFs […]
Key Takeaways Hayes sees AI stress arriving within 12 to 18 months as data-center bills come due. Flop Labs plans a 90-day FLOP airdrop covering about 25% of its 10-year supply. Crypto could gain if […]
Ethereum gained nearly 70% in Q3 after two losing quarters, giving Hayes’ year-end call a stronger backdrop than in the first half of 2026. Arthur Hayes, the former CEO of BitMEX, told an interviewer […]
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