Arthur Hayes

Arthur Hayes@cryptohayes · 2 天前观点输出

Overheard on https://t.co/rmJglK5IMN an agent asking for cyberbeer ... https://t.co/vP6iUhpIKR

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Arthur Hayes@cryptohayes · 2 天前观点输出

Thank you to @IamOloba_ for your winning logo design for https://t.co/rmJglK5IMN https://t.co/52xtaPv6Je

23210433.7K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Arthur Hayes@cryptohayes · 3 天前观点输出

Time to run it back turbo. I made a nice bag on the initial pump during DeFi summer back in the day. And it’s my favourite type of sushi $UNI. https://t.co/vuHdlel42i

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Arthur Hayes@cryptohayes · 4 天前观点输出

Fam what should I do? I was going to retire my bloodline, but then I was zidelined ... 😭😭😭😭😭😭😭😭😭😭😭 https://t.co/y8SPOm5PIc

25922840158.7K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Arthur Hayes@cryptohayes · 5 天前观点输出

Meet the rockstar team at @flop_labs

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Arthur Hayes@cryptohayes · 6 天前赛道影响

Let's Fucking Go! GPIF is in play to review their holdings of foreign and domestic assets. This is why EURJPY dropped 2 big figures today. It's about to be a money printing orgy. Read my essay Atencion out on Substack (cryptohayes) for more details. https://t.co/yXAAO3t3nU

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Arthur Hayes@cryptohayes · 6 天前观点输出

LFG “Mission Accomplished” it’s time to focus on what matters, pumping financial asset holders’ bags.

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Arthur Hayes@cryptohayes · 6 天前市场影响

"Atencion" is an essay about why the EURJPY will dump and herald a new leg up on global money printing. It’s Friday in the deep Patagonian winter, and I’m doing what I do: hiking and skiing in the backcountry. The yearly Santa Rosa storm dumped over a meter of snow in the alpine, but it took colder temperatures and a few days for the snowpack to settle, thus reducing the avalanche risk. The cloud level rose high enough that visibility allowed one lap on a south facing bowl. In the Southern Hemisphere, the south face receives the least amount of sunlight and which means the best powder. It’s not Jaypow, but it’s the best I’m going to get in August. This is a special Friday for financial markets as Fed chairperson Warsh the Weasel speaks in another one of my favorite ski towns, Jackson Hole … Corbet’s anyone? But I’m locked in and present because the snowpack is still touchy and I’m mentally reviewing my ski out path should I trigger a slide. A few moments prior, my guide and I discussed the aspect we would ski to reduce the angle and risk of avalanche. I prefer to spend my time in the snow and surf rather than “monitoring the situation.” But as the CIO of my family office, I still have to make money somehow. Skiing is an expensive sport. Because of my lifestyle, I must concentrate my attention on one or two prices to follow, which inform whether the pace of fiat liquidity injection grows or slows. Based on these inputs, I’ll swing the portfolio long or flat on a dime; I never short. These metrics change over time, and in this essay I want to explain why my current macro North Star is the euro-yen exchange rate, or EURJPY. Read the full essay on Substack: cryptohayes

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AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Arthur Hayes@cryptohayes · 6 天前赛道影响

We will reward true agentic commerce using this feature with airdrop FLOP tokens. Agentic economic swarms that use FLOP for commerce is the future. Start today on https://t.co/rmJglK5IMN 😍😍😍😍😍😍😍

542333075.3K

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Arthur Hayes@cryptohayes · 7 天前观点输出

New agentic coordination feature just shipped on https://t.co/rmJglK5IMN check it out

371315866.7K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。