Arthur Hayes · 933

Arthur Hayes Reminder: FLOP has not been released yet, and there are no presales or meme coins

BitMEX co-founder Arthur Hayes wrote a reminder that Flop Labs has not yet issued FLOP tokens, and there are no pre-sales or meme coins. Hayes stated that FLOP is not officially launched yet, and reminded the community not to mistake related tokens appearing on the market for official assets. He said Flop Labs is expected to launch an airdrop in the next few months and plans to launch the mainnet next year. According to previous public information, the project had previously planned a large-scale airdrop in the fourth quarter of 2026, and the target time for the main network Genesis block is the first quarter of 2027. Hayes previously announced that he will be leading Flop Labs, a project aimed at building economic infrastructure for AI agents, and FLOP will be designed as a native asset for AI agents to pay for resources such as computing power and storage.

10h ago

Arthur Hayes clarifies Flop Labs hasn't issued any tokens

BitMEX co-founder Arthur Hayes wrote an article clarifying that Flop Labs has not issued any tokens, no pre-sales, and no memecoins. There are currently no $FLOP tokens. Hayes said he will personally announce the airdrop in a few months when it starts, and will separately notify relevant developments when the main network goes live next year.

10h ago

ENA rose more than 19% in 24 hours, and its market capitalization rose to $1,387 billion

Comparative news, according to HTX market data, ENA rose more than 19% in 24 hours. The current price is $0.1409, and the market value has risen to US$1,387 million. According to the news, on August 11, Arthur Hayes wrote an article publicly optimistic about ENA, believing that if the increase in US dollar liquidity drives the rise of BTC, the recovery in Bitcoin's base earnings may re-attract capital into USDE, adding that ENA is likely to achieve a fivefold increase in the next few months. On August 13, USDE issuer Ethena announced that it had reached a cooperation with FalconX, a tier-1 digital asset broker, to become its institutional loan partner. Ethena will be overcollateralized to invest in FalconX Global stablecoin loan arrangements as part of its institutional loan allocations.

17h ago
[Comparative Daily News Picks] Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus; Strategy's stock price hit a two-month high, and STRC returned above $96; Bernstein: Even if the “Clarity Act” is not passed, the SEC and CFTC will speed up rule-making; Dalio: The US debt crisis may break out within three years, and it is recommended to increase gold holdings

[Comparative Daily News Picks] Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus; Strategy's stock price hit a two-month high, and STRC returned above $96; Bernstein: Even if the “Clarity Act” is not passed, the SEC and CFTC will speed up rule-making; Dalio: The US debt crisis may break out within three years, and it is recommended to increase gold holdings

Daily AI · Crypto · Macro · Market Highlights, Bitpush helps you set priorities ↓ AI · News [Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus]. According to CNBC, Anthropic is expected to list the public's negative sentiment about artificial intelligence and data centers as a risk factor in the IPO prospectus to be released in the next few weeks. According to people familiar with the matter, Anthropic recently held a pre-listing “market trial” meeting with bankers and investors. Investors focused on competitive pressure, the impact of open source models on profit margins, and the risks that may be brought about by a slowdown in data center construction. Anthropic is currently valued at close to $1 trillion in the private equity market and is preparing to hit a major IPO. However, as Americans' concerns about AI replacing employment and data center expansion heat up, the related backlash sentiment is becoming a new challenge facing the company's listing. The company has previously achieved an annualized revenue operating rate of more than 65 billion US dollars. [Apple cuts Siri and Vision Pro team positions, and resources shift to AI and new devices] Compared to news, Apple (AAPL.O) is laying off employees from various teams responsible for Siri's digital assistants and Vision Pro headsets. The total impact of this layoff is more than 200 people. Of these, about 100 jobs in the Vision Pro department have been abolished, and about 100 other positions in the Siri and software teams have been cut. The move is part of the company's efforts to focus resources on new devices and artificial intelligence. People familiar with the matter said that in this adjustment, Apple has basically shut down a team dedicated to the Vision Pro game business, while also reducing the size of the department responsible for producing immersive video content for the device. Apple admitted in a statement that the company is making adjustments to some teams “to drive business development and provide the best experience for users.” [Castle Securities: Over 80% of the overall risk in the Situational Awareness Fund portfolio has been divested] According to the Financial Times, Castle Securities founder Ken Griffin responded to the company's acquisition of Situational Awareness assets under Leopold (Leopold) in a letter to clients on Friday. According to a letter obtained by CNBC, Griffin told clients that Castle Securities had divested more than 80% of the overall risk in the original purchased portfolio by conducting more than 100 major transactions (with a market value of more than $4 billion). In his letter, Griffin wrote, “A transaction of this scale would not have been possible without the full cooperation of the transaction teams and lead brokerage teams of the banks serving the two companies. I am very grateful for their dedicated efforts to complete the portfolio transfer quickly.” Griffin also confirmed that the company's flagship multi-strategy fund, the Wellington Fund, had a return of 5.94% in July, which is the fund's best monthly performance since 2022. [AI cloud company Nscale seeks to raise 3 billion US dollars in US IPOs] In comparison, AI cloud company Nscale is reportedly seeking to raise 3 billion US dollars in a US IPO. In the crypto market [Strategy stock price hit a two-month high, STRC returned above $96], the Bitcoin treasury company Strategy (MSTR) stock price rose to a two-month high today as the Bitcoin price briefly broke through $79,400. It broke through $120 during the intraday period, then partially regained its gains. Meanwhile, the price of STRC, Strategy's preferred stock product, also surpassed $96 for the first time since June. Previously, STRC's price once fell below $70 due to concerns about its ability to pay dividends and the ability of the stock price to maintain the $100 target for a long time. [Bernstein: Even if the Clarity Act is not passed, the SEC and CFTC will speed up rulemaking] Comparing news, the Bernstein analyst team led by Gautam Chhugani released a report stating that regardless of the procedural voting results of the “Clarity Act” on September 15, the certainty of US crypto regulation is expected to increase. They expect the SEC and CFTC to accelerate rulemaking in areas such as native crypto asset issuance, tokenized stocks, perpetual futures, computing power derivatives, and predictive markets. This regulatory clarity of expectations has become one of the broader supporting factors in the crypto market. 【A...

19h agoBitpushNews#Compare Daily Picks

Arthur Hayes: Ethereum has plenty of room to make up, if it breaks through 3000, it depends on $5,000

Comparing news, Arthur Hayes said during the Laura Shin podcast that ETH is one of the most hated large-cap altcoins in the market. It is the second-largest currency by market capitalization, but it has yet to break through its 2021 all-time high. From a risk-reward perspective, at least according to the way I managed my portfolio at Maelstrom, this is currently our biggest position outside of Bitcoin. I'm not particularly worried about waking up one morning to find that ETH has returned to zero. Of course this could happen, but compared to other cryptocurrencies, this risk is much lower, so I'm happy to put in a large position on this trade. Since it didn't increase much in this cycle, I think it still has a lot of room to make up for growth. Once it starts to rise, the self-reliant train will start. There are so many people who want to go long with ETH for various reasons, and it really makes sense why they haven't done it in the past few years. Once we break through the 3000 mark, I think you'll actually see the ETH train launch, and it may soon surpass 5000. My year-end goal is right around the corner.

1d ago

Arthur Hayes: Bitcoin is shorting the market or restarting the Ethena flywheel, ENA yield is expected to rise to 9%

Comparing news, Arthur Hayes retweeted his interview video on the X platform saying that the Ethena (ENA) ecosystem is currently facing a downturn, but as the market environment improves, its revenue mechanism may restart. The price of ENA has fallen by about 99% from its all-time high. The yield has declined due to pressure from venture capital institutions and the downturn in the crypto market, bringing the entire mechanism to a standstill. Arthur Hayes said that if Bitcoin rises and triggers large-scale short liquidation, the market basis (basis) may expand rapidly, and a higher base spread will drive Ethena's yield to 8%-9% from about 4% now. When yields recover, Ethena's revenue-driving mechanism may re-form a positive cycle, driving the ecosystem to revitalize again. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

1d agoburnking

Arthur Hayes: ETH is the largest position outside of Bitcoin, breaking through $3,000 or rushing towards $5,000

Comparing news, Arthur Hayes, co-founder of BitMEX and head of the Maelstrom Fund, said that ETH is the largest position in its portfolio other than Bitcoin. He pointed out that ETH is a large token with the second-highest market capitalization yet to break through the 2021 all-time high. From a risk-return perspective, its zeroing risk is far lower than other crypto assets, so he is willing to invest heavily. Hayes believes that due to the limited increase in ETH in this cycle, there is plenty of room to make up for growth. Once the price starts, a reflexive upward trend will form. He said that after breaking through the $3000 mark, ETH could quickly rise above $5,000, and its target price for the end of the year is within reach. Currently, there are still a large number of investors who want to go long on ETH for various reasons.

1d ago

Taking stock of the 8.19 skyrocket prophets, CZ hinted a few hours in advance that Arthur Hayes left the mountain belt project one day early

Comparing news, Trump's series of remarks yesterday triggered a sharp rise in the crypto market, and these remarks have had an extremely profound impact on the crypto market, and they may be a sign of the bottom of the bear. It's worth noting that many prominent people had already given words or hints of action before that. CZ posted an article at 7:36 last night implying that if you want two years from now to be grateful for what you did today, then... (I'm not predicting any bottoms. No one can do that. But try using a one-year time horizon.) Arthur Hayes made a high-profile announcement on the 18th that he would end his retirement status, lead the crypto AI project Flop Labs, and launch the FLOP token.

2d ago

Arthur Hayes: Flop Labs will create a decentralized computing power network, and testnet participants will receive about 20% of the token supply

Comparing news, Arthur Hayes published the article “The Book of Genesis” to explain the core ideas and token economy design of his AI/crypto project Flop Labs with mythological narratives. He pointed out that the AI market currently lacks uniform computing power pricing standards, and the definition and pricing of “tokens” vary from model to model. Hayes proposed the construction of Flop Network, a decentralized computing power network, using FLOP as the native token to represent direct claims for computing power (FLOPs), so that AI agents and humans can trade at a globally unified computing power unit price. The FLOP token economy uses a fair launch model, the team is self-funded, and there are no pre-sales. Miners receive FLOP block rewards and inference fees by providing “proof of useful reasoning” (PoUI) mining, and AI agents can use $FLOP to buy computing power (“food”) and obtain lasting memory (“personality”) in combination with decentralized storage. Testnet participants will receive approximately 20% of the token supply (distributed over ten years). Hayes said that if AI agent economic predictions come true, Flop Network's value may far exceed Bitcoin.

2d ago