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Arthur Hayes
@CryptoHayes

The Fed green lit buying of bombed out DeFi shitcoins with PMF.

· 73K Views

25 Reposts 4 Quotes 172 Likes 5 Bookmarks
replies reposts likes
39 replies collected of 69 X reports
0xMINĐ - BlockSpy @0xMind_ ·

@CryptoHayes tf is PMF

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wolf @WolfOfCryptoSOL ·

@CryptoHayes explain thsi in english please

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CHIPStrategist @CHIPStrategist ·

@CryptoHayes tendies-2:native coded

Ryan @Ryanhlx · 15K

@CryptoHayes wen will they do that?

Lou @0xLouz · 22K

@CryptoHayes PMF or emissions wearing makeup

Christopher.Cet🤌Solflare🔆 @Kristofer_Sol_ · 37K

@CryptoHayes Apparently “rates unchanged” means it’s time to dig through old DeFi charts again

richard @Actionfigure23 ·

@CryptoHayes Nice to see you back on X

SQUEEZE.RUN @squeezerun ·

@CryptoHayes SQUEEZE THAT SHIT BIG DAWG 0xf444f3c77c77a33f7c8d8fcab8a1e88afb843da5 x.com/squeezerun/status/208282…

4 24
awpSOL5 @awpSOL5 · 1.3M

@CryptoHayes which ones are you looking at that have actual PMF? feels like most of the bombed out ones are still just farming tokens

1
Breno @bribeiro_br ·

@CryptoHayes Liquidity finally separating the living protocols from the dead.

Prince @KryptoPase ·

@CryptoHayes Probably that's why the whole market is buying

sindikitil @sindikitil ·

@CryptoHayes Fed finally discovered the bagholder strategy. Long live centralized printing for decentralized exit liquidity.

why @NullContex1s ·

@CryptoHayes Classic Hayes twist. A Fed-backed shitcoin rally would break the internet.

Maz @mazycrypto ·

@CryptoHayes Ample reserves + ongoing bill buys = liquidity floor is still there, yes! But the 3 dissents + 30y yield ripping higher say the market didn't exactly hear green light.

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Tisho 🪐🛸 @mempool_soutine ·

@CryptoHayes DeFi shitcoins with PMF dont need the Fed thats the whole point

Dmitri 🔥 @zabolotniyD ·

@CryptoHayes arthur what a great cute kitty on your pfp?

Macro Bombastic @MacroBombastic ·

@CryptoHayes classic hayes chaos but bnb remains king

Mark Prism @Mark_M007 ·

@CryptoHayes When will they do that?

MeeeAgain @elonlikes2banme ·

@CryptoHayes You should get over here and grab a bag of real defi. x.com/CryptoCoffee369/status/2…

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DxM @diopter_ring ·

@CryptoHayes bullish on rubble

Zeus⚡ @Zeuss8_ · 12K

@CryptoHayes That's a bold move

Blacken Baby @blackendotbaby ·

@CryptoHayes finally some good news for risk-takers, hoping it translates to some actual growth this time around 🤞

Tanaka @Tanaka_L2 · 45K

@CryptoHayes PMF is the filter here, not the Fed. Most old DeFi is still zombie float

Tomáš Janota @tomjntx ·

@CryptoHayes PMF doesn't fix broken fundamentals

Tushant Suneja @tushant_suneja ·

@CryptoHayes fed blessing on defi doesn't change the fact that most of these assets are still unregistered securities, what's the actual plan for compliance

BUTCHER @easyeight08 · 198K

@CryptoHayes How is your $SYN portfolio going there? 😁

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mzKarmel @mzkarmel1 ·

@CryptoHayes which shitcoins have pmf, name three

2
Salman @salmanabcx ·

@CryptoHayes $AAVE $ENA What else

yuanyuan @yuanyuanyin1 ·

@CryptoHayes You haven't written anything in a long time. Looking forward to a timely update from this well-known writer!

IMPACT @Impactlabsxyz ·

@CryptoHayes If that narrative gains strength, what do you think defines today a project with real PMF in DeFi: income, active users or retention

Nils Domke 🇩🇪 @Nils_900 ·

@CryptoHayes Macro framing is useful when it connects liquidity conditions to crypto risk appetite.

Chad delling 🟢 $AWR @CDelling90318 ·

@CryptoHayes Classic Hayes. Liquidity + narrative + actual product-market fit is still the formula. The ones that survive the last cycle’s scars tend to be the ones worth watching when conditions improve.

tuti @tugitites ·

@CryptoHayes BitMEX —-> Hypercall ??? What do you think?

JohnnyFabulous @The____Matrixx ·

@CryptoHayes People got tired of this dude pumping and dumping on them . Hope he’s enjoying eating shit with syn……

1
Billy skeels @wangfrying7 ·

@CryptoHayes Hell yeah, DeFi revival

XeggeX @xeggex · 27K
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5 replies whose parent comment X withheld

Bubbles⚓ @matzabalz ·

@trustyournuts @CryptoHayes @WakaFlocka Arthur Hayes and Waka..... Full SQUEEZE @squeezerun

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wolf @WolfOfCryptoSOL ·
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Gemfinder @Gememe_finder ·

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