Arthur Hayes✓

NEW interviews from Maelstroms Chief Arthur Hayes The latest insights on Digital Assets Financial Markets and Web3 IssueWire

I dumped it all. The Maelstrom directional book, took profits on $ETH, $ENA, $UNI and other shitcoins. I think we gotta go down to go up. It looks a bit dicey out there in macro and geopolitical land. Going to sit on the sidelines and wait for the all clear signal … Brrrrr

What a treat from my favourite finca … Def worth a try if your in Tokyo

All official links for @flop_labs

RT @SujalJethwani: 🎙️ The Sujal Show Ep. 23: @CryptoHayes "AI Bubble Could Send Bitcoin to $1 Million" BitMEX co-founder & @flop_labs CEO Arthur reveals why the AI bubble will be bailed out, not burst, his exact bailout timeline, his top 3 picks for this year, and his S-to-F tier list for crypto’s biggest names. We discussed on @TheSujalShow: - Why he believes the AI bubble "wobbles," not bursts - Why governments will bail out OpenAI, Anthropic, and SpaceX - Why he says don't short Nvidia, SK Hynix, or Samsung - His exact bailout timeline - Why he sold his "Holy Trinity" ($ZEC, $HYPE, $NEAR), weeks before all three ran without him - Rapid fire: S&P $10K vs. Nasdaq $100K vs. Bitcoin $1M vs. Gold $15K - @flop_labs, explained in one sentence - Why he thinks Flop could be bigger than Bitcoin - Price targets for $ETH, $ENA, $UNI - Why most investors get zero - Why $ETH is the most hated large cap coin - What he thinks of @HyperliquidX now - His new top 3 picks - His full tier list: Bitcoin, gold, Ethereum, and more - His advice for a 25-year-old with $1,000 Timestamps: 00:00 Intro 01:21 Will an AI Bubble Burst Send Bitcoin to $1 Million? 02:13 The AI Thesis: A Once-in-a-Lifetime Wealth Opportunity? 03:37 When Will the AI Bubble Burst, and What Happens Next? 04:31 Why Did He Sell HYPE, NEAR & Zcash? 06:11 Top 3 Crypto Picks for the Next Bull Run 07:09 Which Will Hit Its Target First: S&P 500, Nasdaq, Bitcoin or Gold? 07:48 What Will Drive Bitcoin to New All-Time Highs? 08:25 The Best Wealth-Building Opportunity 09:02 FLOP Explained 11:00 Is FLOP Bigger Than Bitcoin? 12:25 Crypto Tier List: Ranking the Biggest Projects 13:32 How Would You Explain FLOP to an Uber Driver? The man who called 2008 is calling this one too. Watch the full ep👇

RT @Rus_Khairullin: Made a podcast with Arthur Hayes (@CryptoHayes) in Seoul during KBW. As far as I know he's never done an interview for the CIS audience before, so we're the first. Exclusive for Invest Zone. It's short but we got through a lot. We covered FLOP (@flop_labs), the airdrop, and what he actually thinks makes it different. Plus what happened with BitMEX, my first liquidation and which narratives he's watching right now. Full episode is out now. ⏱️ TIMECODES 00:00 - Welcome 00:10 - The new FLOP project 00:50 - AI agents and blockchain 01:28 - October airdrop 02:00 - How much can you make 02:49 - What makes the project different 03:03 - Did Hayes sell his ZEC? 03:47 - Would he pick this over 10 similar projects? 04:22 - FLOP: the new Bitcoin? 05:11 - Why BitMEX got shut down 05:30 - Getting liquidated 07:47 - Which sector he'd bet on as a regular trader What would you have asked him? 👀

RT @flop_labs: Most compute futures being proposed are cash-settled against a survey of rental quotes, with no way to take delivery. A contract written on Flop Network can do both. Settle in cash against the price agents actually paid for verified work, or hold to expiry and get the compute. The unit is measured work on whatever card runs it, which matters a lot for a contract expiring in 2028 when the H100 is two generations old.

Delaying compute futures has a real cost for US innovation. Some of the largest data center lenders have hit their risk limits. Give them a liquid market to hedge compute price risk and they can free up lending capacity. It's the lack of a hedging instrument that has caused credit spreads to blow out. We support the @CFTC’s commitment to getting this right. The good news is we already have standards for building these markets properly: independent benchmarks, transparent methodologies and regulatory access to the underlying data. Apply them to compute and let well-designed futures move forward. Our comment letter:

As we get closer to the launch of @flop_labs Testnet and Airdrop in a few weeks please remember: THERE IS NO FLOP TOKEN Anyone who tries to tell you otherwise is a scammer.

RT @token2049: “What do agents eat?” @CryptoHayes's answer: compute. And right now, agents don’t have a currency for it. His full keynote from the OKX Main Stage at TOKEN2049 Singapore:

Come chat to @flop_labs mascot and get your questions answered. All responses based on published documentation and FAQ.

RT @flop_labs: no shopkeeper, no waitlist here.

What it’s like trying to rent AI/SI compute

RT @flop_labs: CoreWeave’s five-year CDS hit a record 1,194 bps on last week (ICE data, via Bloomberg). Run the standard math with 40% recovery and that’s about a 63% chance of default within five years. Nobody’s saying the GPUs stopped working. The market is pricing the odds that a five-year promise to pay for them gets broken. A GPU owner selling inference by the job doesn’t need anyone to believe a five-year promise. Paid when the work clears, 85% of the fee, liquid.

Check out the @flop_labs AMA during @token2049

Here is a sneak peak at the KOL Leaderboard and onboarding process for @flop_labs

Anyone can join as a KOL and earn FLOP. Give us your email, create a wallet, and connect your socials (optional).

Finally, get your unique referral link and create engaging content. Your followers that create a wallets via that link are bound to you, and we track their activity on the network and reward you. Your followers are auto-enrolled in a weekly FLOP lottery.

Is AI finally going to dump? IDK but I wouldn’t bet either way. Instead just trade the eventual multi-trillion dollar bail out. Long $BTC $ETH …

I went to biz school, they never taught us what an “adjusted” profit margin was, either you made money or you didn’t. Does anyone know what total expenditures were for the 3q, under GAAP rules?