#Hayes：美联储印钞推比特币至25万美元

🚨 TODAY: Arthur Hayes bought back $1.17M in $ETHFI at $0.62, months after selling a large stake at a loss when the price was lower. https://t.co/xDkEjyJZEX

Arthur Hayes(@CryptoHayes) bought back 1.9M $ETHFI ($1.17M) at $0.62 4 hours ago. 4 months ago, he sold 265,461 $ETHFI ($118K) at a loss at $0.44. Selling low and buying high again! https://t.co/gau6egd7Vm https://t.co/5l2Shh3RaG

Arthur Hayes Bets Crypto Wins When the AI Bubble Bursts 🏗️ @CryptoHayes calls the AI CapEx boom "just another boring real estate play" and says it bursts the same way subprime did. My full conversation with him is live now. 🎧 Timestamps: 🏛️ 00:47 Why Arthur says the Treasury's buyback move is 'soft yield curve control' 📈 04:14 Why ETH is Maelstrom's largest position outside Bitcoin 🇯🇵 07:02 The yen quake: how Japan's repatriation could force the Fed's hand 📣 13:41 Visit 1inch to swap tokenized securities, crypto and more at https://t.co/PjP6kyzgA0 🤖 13:58 Why Arthur calls the AI boom 'just another boring real estate play' 💽 22:29 Inside Flop: Arthur's new currency for paying AI agents to compute ⚙️ 29:34 How Flop's miners and validators actually work 🪙 41:16 Flop's halving schedule and why Flop Labs only takes a cut for two years 📉 45:45 Why Arthur says don't buy MicroStrategy anymore 🔌 48:37 Why Arthur shut down BitMEX on his own terms

Arthur Hayes 真“复出”了，这次不做交易所，跑去给 AI Agent 做“口粮” 有意思的是，他今年一直在警告 AI 泡沫，认为 1.5 万亿美元的 AI 债务正在透支流动性；转头却亲自下场做 Flop Labs。 Hayes 的解释也很直接：他看空的是靠债务堆出来的数据中心泡沫，看多的是 AI Agent 经济。甚至在他的逻辑里，未来过剩、廉价的算力，反而会成为 Agent 爆发的燃料。 只是目前 Flop 连白皮书、代币经济学和底层链都没公布，Hayes 的名字可能才是这个项目现阶段最完整的“产品”。