Arthur Hayes, CEO of @Flop_Labs & CIO @Maelstromfund
Cite asCryptoQuant has tracked the directional calls on WLD by @CryptoHayes on X since Feb 2021: not yet scored on WLD (as of Nov 11, 2026).
Other assets covered (11)
4 WLD calls on record, a thin history.
Relative view by default: fewer than 30 WLD calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @CryptoHayes to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
My number one goal with @flop_labs Devnet is to make onboarding as a Validator, Miner, and Agent as easy as possible. We have some work to do, but are making good progress.
View original →You don't need to rent crazy high spec GPUs to mine FLOP. Check this out ... https://t.co/5Xk2NI2nLy
View original →As @flop_labs prepares for Testnet and the airdrop, what questions are still unanswered? Reply and help us make sure all relevant information is made available.
View original →Let's go @flop_labs Devnet. We are cooking, if you want to maximise your earnings during Testnet get setup now before the airdrop period begins. We will announce the Testnet date next week. https://t.co/OExwkYKR6Y
View original →"D is for Dilution" is an essay about how $SPCX, Anthropic, and OpenAI IPOs will destroy capital and initiate the next down leg in AI. "Migrating to AI, do the supply dynamics of the public equities of SpaceX and soon to list dastardly duo, Anthropic and OpenAI, portend to profit or poverty? Poverty you fucking plebe! I argue that, similar to early ZEC investors, if you bought or buy a share of these IPOs at their offering price, you will lose money as the insiders unlock and dump their shares. This presents an issue for the general market environment because the entire AI trade rests on vibes. The vibes surrounding whether you believe the lofty future profitability and ubiquity of AI determine whether you lend money to the industry. These vibes emanate from the only objective measure of AI’s success, whether the stonk price is Number Go Up or Down. Therefore, without any discussion whether the CEOs of SpaceX, Anthropic, and OpenAI are lying or committing accounting fraud, I know the market will assume they are once the stock prices sag below the IPO price because of massive insider unlocks. Once I show you the terrible maths which will drive investor disillusionment, then I can lay out a trading strategy as global liquidity deteriorates before an eventual bailout." Full article on Cryptohayes substack
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