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RE: ArcHive: Arthur Hayes — Creator Content Thread (Volume 1)

in First Context • 2 days ago

[I just dumped my entire $HYPE and $NEAR position, I will explain why in my essay "Reality Test" dropping next Tuesday.

TLDR:

  • Higher energy prices due to Iran war and inventory restocking
  • 3 Mega A](~~~ embed:2062411523243536428) twitter metadata:Q3J5cHRvSGF5ZXN8fGh0dHBzOi8vdHdpdHRlci5jb20vQ3J5cHRvSGF5ZXMvc3RhdHVzLzIwNjI0MTE1MjMyNDM1MzY0MjgpfA== ~~~

Platform: Twitter · Published: Jun 4, 2026, 05:49 AM UTC

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2 days ago in First Context by
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