ARTHUR HAYES SAYS SAYLOR DOESN’T MOVE BITCOIN LIKE HE USED TO
Hayes says Strategy was important when institutions had few clean ways to get BTC exposure
now he watches something else:
“I care more about inflows into ETFs.”
Strategy just bought another 334 BTC for $28.7M
$15.7M of it was funded through MSTR stock sales
Hayes on Saylor:
“he’s gonna have to do more AI generated videos to stay relevant”
solana spent years getting called a memecoin casino
today the foundation dropped an open settlement standard for institutions with input from jpmorgan
asset + cash settle together in seconds or neither moves
pretty funny place for tradfi rails to end up