Adam Hayes

Coding my way to survive the #AI takeover. Breathing #Bitcoin since 2014

[Adam Hayes @adamcryptohayes]

Week ending Aug 28:

bitcoin:native ETFs: $924.5M in
$ETH ETFs: $824M in
combined: $1.75B in 7 days

IBIT alone brought $938.3M on the BTC side. ETHA led on ETH.

One speed bump, $201.9M walked out the door on Thursday, snapping a 9-session inflow streak that had stacked $3B+ cumulative

One bad day doesn't erase three billion dollars of bid

August is now the strongest inflow month for spot crypto ETFs in 2026. not close.

[Adam Hayes @adamcryptohayes]

@randgroup Giga send it bro

[Pyth Network 🔮 @PythNetwork]

At some point, “oracle” stopped telling the whole story.

[Rand Group @randgroup]

The short term shakeouts are just noise on the way to the Valhalla

[Adam Hayes @adamcryptohayes]

@randgroup Gen Z recovering best across all income bands is actually a great sign.

[Rand Group @randgroup]

Even gambling there are tiers, boomers are the worst. Debate ended.

[Rand Group @randgroup]

Trades recap from our Discord, one of our bests months LFG 🙌

📍 $TSLA, $SPOT, $AAPL and $NU leading our portfolio

[Adam Hayes @adamcryptohayes]

@randgroup So basically Coinbase Base revenue curve but six months behind lol.

[Rand Group @randgroup]

Robinhood ( $HOOD ) Network Revenue is going parabolic 💥

[Adam Hayes @adamcryptohayes]

@randgroup Called it early, DASH running higher.

[Rand Group @randgroup]

💥 UPDATE: Textbook breakout for $DASH, already +70% profit. Privacy season is ON

📍 More trading setups at: https://t.co/mcwj1wbYGb

[Adam Hayes @adamcryptohayes]

@richardseiler @Aster_DEX @binance @yzilabs @RR2Capital 0.80 breaks, shorts get squeezed.

[Richard Seiler @richardseiler]

The perp dex narrative is running hot 🌶️

Dont overlook the Binance play here with aster-2:native

Clear $0.80c and this goes up quickly

[Adam Hayes @adamcryptohayes]

@randgroup It's crazy how this mirrors early Chainlink before the market figured out what oracle infrastructure was actually worth.

[Rand Group @randgroup]

The oracle narrative undersells what $PYTH is building...

Just in August $2.9M in gross new ARR and overall ARR past $10.4M. Bloomberg charges institutions for price data too 👀

[Adam Hayes @adamcryptohayes]

@randgroup Called it at $750, now we run.

[Rand Group @randgroup]

⚡️ UPDATE: ZEC +30% already and crossing the $1,000 range. Let's go!

[Adam Hayes @adamcryptohayes]

@richardseiler @BlackRock @vaneck_us @Bitwise @ARKInvest @RR2Capital A single session record tells you the decision was made weeks ago upstairs.

[Richard Seiler @richardseiler]

Who exactly writes a $730.8M check into a Bitcoin ETF in a single session

Not your neighbour. Not the guy on CT and not the ETF influencer thread

Allocators with mandates, committees and a very specific view on what fiat is worth over the next decade

👀

[Adam Hayes @adamcryptohayes]

@richardseiler @RobinhoodCrypto @RR2Capital 89% of the fees staying with Robinhood is the real story here 👀

[Richard Seiler @richardseiler]

Ethereum gets less than 1% of Robinhood Chain fees, Robinhood keeps 89%

The sequencer economy was always the endgame, everyone just pretended not to notice while arguing about token models

L2s are fintech rails wearing a decentralisation costume