arthurhayes

Бизнесмен опубликовал эссе под названием Suavemente («Учтивость»), где назвал американских политиков «думающими прежде всего о переизбрании». По словам предпринимателя, сейчас для избирателей важны инфляция и состояние экономики США, а самым наглядным индикатором выступает цена топлива.
«Дорогое топливо гарантирует проблемы на выборах, дешевое — политическую устойчивость. Отсюда прагматичный интерес властей США к нефти Венесуэлы: контроль над стоимостью энергии сдерживает инфляцию и не останавливает печатный станок. Пока нефть под контролем, деньги будут печатать. Итог — расширение долларовой ликвидности и рост биткоина», — объяснил Хейс.
Сооснователь BitMEX считает, что президент США Дональд Трамп ориентируется на изменение стоимости акций, доходности гособлигаций и нефти. Пока акции растут, а нефть дешевая, печатный станок не остановится, и первая криптовалюта сможет выиграть от роста ликвидности — не столько от цены энергии, а от самого расширения денежной массы, развил мысль Хейс. 
Если цена нефти сохранится в районе $60 за баррель до конца года, ничто не помешает США вливать ликвидность на рынки, от поступления которой выиграет не только биткоин, но и другие цифровые активы, предположил криптоэнтузиаст.
Ранее Артур Хейс заявил, что в 2026 году первая криптовалюта может достигнуть $500 000, а крипторынок продемонстрирует устойчивый и длительный бычий тренд.
 #CryptoMarketAnalysis #ArthurHayes

BitMEX co-founder Arthur Hayes has once again sparked debate across the crypto space, arguing that recent geopolitical developments surrounding Venezuela could act as a powerful catalyst for a sharp rise in Bitcoin’s price. According to Hayes, the U.S. intervention and detention of President Nicolás Maduro have created a near-perfect setup for another major crypto rally.
Hayes believes the United States could leverage the situation to effectively seize control of Venezuela’s oil reserves—or at least create the perception that it has done so. In his view, this would help push oil prices lower, keep U.S. inflation in check, and allow the Federal Reserve to continue expanding the money supply.
“As the amount of dollars in circulation keeps rising, the price of Bitcoin and selected cryptocurrencies will surge,” Hayes wrote in his latest blog post.

Monetary Expansion as the Engine of the Next Crypto Rally
While Hayes did not specify an exact price target in his most recent commentary, he previously stated in December that he expects Bitcoin to rally toward $200,000, potentially as early as March. His thesis rests on a combination of aggressive monetary expansion and political incentives.
According to Hayes, the U.S. administration must achieve two goals at the same time:

🔹 continue printing money

🔹 keep inflation low so voters feel financially secure
This combination, he argues, would improve Republican prospects in the 2026 midterm elections and the 2028 presidential race.
“If inflation growth outpaces nominal GDP growth, voters can quickly turn against the ruling party,” Hayes warned.

Oil Prices as the Key Inflation Lever
The second pillar of Hayes’ argument centers on oil. He believes gasoline prices are the most visible and emotionally charged inflation metric for American households.
“In the U.S., you can’t function without a car. Fuel prices directly affect everyday life,” Hayes wrote.

From this perspective, increased pressure on Venezuela makes strategic sense: greater oil supply translates into lower energy prices and reduced inflationary pressure.
Lower inflation would, in turn, give the Federal Reserve more room to inject liquidity into the financial system—historically a favorable backdrop for risk assets such as Bitcoin.

Hayes Is Not Alone in His View
Hayes is not the only market observer linking Venezuela’s situation to Bitcoin’s upside. Digital asset brokerage BlockByte recently echoed a similar outlook, suggesting that falling oil prices could significantly boost Bitcoin’s price trajectory.
From their standpoint, the combination of cheaper energy, loose monetary policy, and heightened geopolitical uncertainty could once again position Bitcoin as an attractive hedge against systemic risk.

Bold Predictions—and Past Misses
Arthur Hayes has built a reputation for making bold and, at times, remarkably accurate market predictions. However, his track record is not flawless.
At the start of 2025, Hayes predicted Bitcoin would reach $200,000 by year-end. Early signs supported his view, as Bitcoin hit new all-time highs following Donald Trump’s inauguration, fueled by optimism that the crypto industry had gained a powerful ally in the White House.
That momentum reversed sharply when Trump launched a global trade war, raising tariffs on major trading partners and injecting uncertainty into financial markets. Bitcoin plunged amid the volatility.
Hayes later revised his year-end target down to $150,000, but Bitcoin ultimately closed the year closer to $87,000.

Bottom Line
Hayes’ latest thesis once again frames Bitcoin as an asset that thrives at the intersection of:
geopolitical tensionexpansionary monetary policypolitical incentives to sustain economic optimism
Whether Bitcoin will ultimately climb toward $200,000 remains uncertain. What is clear, however, is that macroeconomics and geopolitics continue to play a decisive role in shaping crypto market cycles.

#bitcoin , #BTC , #CryptoNews , #ArthurHayes , #CryptoPrediction

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Notice:
,,The information and views presented in this article are intended solely for educational purposes and should not be taken as investment advice in any situation. The content of these pages should not be regarded as financial, investment, or any other form of advice. We caution that investing in cryptocurrencies can be risky and may lead to financial losses.“

$PENDLE hits $2.33 as Boros platform volume explodes and top influencers double down.
What's Happening:
Record Volume: Boros platform hits ATH open interest ($250M+); total notional volume $7B.Smart Money: Arthur Hayes pivots $5.5M into yield plays, including a major PENDLE buy.Institutional: Coinbase Prime sees $3.45M PENDLE inflow, signaling custody accumulation.Price: PENDLE up 6% to $2.33, eyeing $2.50.
Why It Matters:
Pendle owns the "yield trading" category. With interest rates fluctuating and crypto yields spiking, trading the yield itself is the next frontier. Arthur Hayes and Coinbase Prime positioning here validates the thesis.
Technical View:
Bullish momentum is accelerating. $2.30 is now support. The path to $2.60 is clear. Any dip to $2.15 is a buy opportunity for trend followers.
🎯 Key Levels:
Support: $2.22 | Resistance: $2.4524h Range: $2.25 - $2.38
💡 "Yield is the interest rate of the internet. Pendle is the central bank."
What's your take? Drop a 🔥 for bullish, ❄️ for bearish 👇
#Pendle #DeFi #YieldTrading #ArthurHayes #CryptoNews
Disclaimer: This content is for educational purposes only and should not be considered financial advice. Always do your own research (DYOR) before making any investment decisions.

$PENDLE approaches $2.00 as Arthur Hayes and whales pile in, betting on the new "Yield Looping" meta with commercial stablecoins.
What's Happening:
PENDLE trades at $1.91 (+9.5%), showing massive relative strength.Whale Signal: Arthur Hayes bought ~$1M worth of PENDLE, signaling high conviction.New strategies integrating Ethena's USDe allow for "Yield Looping," driving protocol fees to new highs.Analysts eyeing a breakout above $1.95 to trigger a run to ATHs.
Why It Matters:
Pendle isn't just a token; it's a derivative layer for yield itself. As new yield sources (like USDe) emerge, Pendle captures the speculation on them. Hayes' entry confirms that smart money sees this as the next "DeFi Supercycle" driver.
Technical View:
PENDLE is challenging the $1.95 resistance. A daily close above this level is a "blue sky" breakout signal. Support at $1.86 is rock solid.
🎯 Key Levels:
Support: $1.86 | Resistance: $2.0024h Range: $1.91 - $2.07
💡 "Yield is the interest rate of the internet."
What's your take? Drop a 🔥 for bullish, ❄️ for bearish 👇
#Pendle #DeFi #ArthurHayes #YieldFarming #CryptoGems
Disclaimer: This content is for educational purposes only and should not be considered financial advice. Always do your own research (DYOR) before making any investment decisions.

$LDO ticks up to $0.67 as Arthur Hayes and whales accumulate millions, signaling a bottom may be in.
What's Happening:
LDO trades at $0.67 (+0.73%), finding a floor after recent weakness.Whale Alert: Arthur Hayes bought $1M+ LDO, and other whales added 4M tokens last week.Lido Strategy Shift: Ceasing Polygon staking to double down on Ethereum dominance.Dominance remains >30% of all staked ETH, securing its moat.
Why It Matters:
When founders like Hayes and smart money whales start buying a beaten-down blue chip, it's a strong signal. The strategic pivot to focus purely on ETH (the revenue driver) shows maturity in resource allocation.
Technical View:
LDO is building a base at $0.65. Resistance at $0.70 is the key breakout level. Breaking $0.70 could trigger a rapid move to $0.85.
🎯 Key Levels:
Support: $0.65 | Resistance: $0.7024h Range: $0.66 - $0.68
💡 "Follow the smart money wallet labels."
What's your take? Drop a 🔥 for bullish, ❄️ for bearish 👇
#Lido #LDO #Ethereum #WhaleAlert #ArthurHayes
Disclaimer: This content is for educational purposes only and should not be considered financial advice. Always do your own research (DYOR) before making any investment decisions.

Crypto veteran and BitMEX co-founder Arthur Hayes has once again stirred debate across the market. Over the past two weeks, he has significantly reduced his exposure to Ethereum and effectively placed an all-in bet on the decentralized finance (DeFi) sector.
According to on-chain data, Hayes sold a total of 1,871 ETH, worth approximately $5.53 million, and immediately reallocated the proceeds into a selected basket of DeFi projects.

Where Hayes Moved the Capital
Using the proceeds from selling Ethereum, Hayes built a highly concentrated DeFi position:
🔹 Nearly 1 million PENDLE tokens (≈ $1.75 million)

🔹 2.3 million LDO tokens (≈ $1.29 million)

🔹 6.05 million ENA tokens (≈ $1.24 million)

🔹 491,000 ETHFI tokens (≈ $343,000)
This was not an isolated move. Hayes recently also transferred ETH worth roughly $2 million (around 682 ETH) to Binance, reinforcing the view that he is gradually scaling back his long-held ETH position.

Portfolio Composition Has Changed Dramatically
Hayes didn’t stop at selling ETH. He also withdrew an additional $2.52 million from exchanges, reallocating those funds into DeFi assets. As a result, more than 60% of his current portfolio is now made up of DeFi tokens and stablecoins, while Ethereum plays a much smaller role.
His largest exposure is now PENDLE, which alone accounts for nearly half of the total allocation. Notably, PENDLE, LDO, and ETHFI are all still trading in downtrends, suggesting Hayes is not chasing a short-term pump, but instead positioning for a longer-term structural rebound in DeFi.

Mixed Market Reaction
Hayes’ move triggered mixed reactions across the crypto community. Some users on X praised him for bold capital rotation and timing. Others warned that Ethereum’s ongoing inability to reclaim the $3,000 level could continue to weigh on the broader DeFi sector.
One comment summed up market sentiment succinctly:

“Rotating into DeFi makes sense given delays in ETH upgrades — but those yields always come at a cost.”

Ethereum Strength Lies Beyond Price Action
Despite weaker price performance, Ethereum’s underlying fundamentals remain strong. According to analytics data, 8.7 million smart contracts were deployed in Q4, highlighting sustained developer activity.
The network also processed 2.2 million transactions in a single day, setting a new weekly record — all while transaction fees remained far below the extreme levels seen in 2022, when gas fees exceeded $200.
Analysts attribute this growth to:

🔹 Tokenization of real-world assets (RWA)

🔹 Expansion of stablecoin usage

🔹 Maturing Layer-1 infrastructure
Some researchers now argue that Ethereum is “quietly becoming a global settlement layer,” even as competition intensifies from chains like Solana and Avalanche.

Two Major Ethereum Upgrades in 2025
Ethereum underwent two key upgrades this year:
🔹 Pectra (May) — improvements to validators, expanded staking capabilities, and groundwork for future scalability

🔹 Fusaka — increased the gas limit to 60 million, improving throughput, efficiency, and data handling
More than 50% of validators also supported further gas limit increases in February, which should enhance long-term network capacity.

What This Means Going Forward
Arthur Hayes is clearly not abandoning Ethereum as a technology, but rather reallocating capital toward areas he believes offer higher asymmetric upside — namely DeFi. His move could signal the early stages of a broader capital rotation, or simply represent a high-conviction bet that pays off in the next market cycle.
One thing is clear: DeFi is back in focus — and when someone like Hayes commits this aggressively, the market pays attention.

#ArthurHayes , #Ethereum , #CryptoAdoption , #ETH , #defi

Stay one step ahead – follow our profile and stay informed about everything important in the world of cryptocurrencies!
Notice:
,,The information and views presented in this article are intended solely for educational purposes and should not be taken as investment advice in any situation. The content of these pages should not be regarded as financial, investment, or any other form of advice. We caution that investing in cryptocurrencies can be risky and may lead to financial losses.“