Person
Cofounder and former CEO of BitMEX, a crypto derivatives exchange; now runs the Maelstrom fund and is a widely followed crypto trader and commentator.
Federal Reserve minutes from September record market contacts blaming heavy AI infrastructure borrowing for part of a 35-basis-point rise in Treasury yields. Crypto buyers counting on a Fed pause may find the relief stops short of a 10-year Treasury paying 5.28%.
Reality
Bitwise's Matt Hougan says the Senate's 49-50 cloture failure will not end the crypto rally, and points to a summer in which prices rose as the odds of passage halved. Only Congress can give the CFTC spot authority.
Perspective Coverage
3 publishersReality
BitMEX is charging verified users $50 a month, or 1% a year if greater, on balances left after it closed its exchange on September 23. Below $60,000 the flat charge sets the rate, so a $1,000 balance loses 60% a year.
Reality
Both trackers measure 90 days, and this rally is seven days old. BlockchainCenter's reading sits at 43 against a threshold of 75, which is a long way from a rotation.
Reality
Arthur Hayes says Flop Labs has issued nothing. The airdrop is dated Q4 2026 and the chain not until 2027, so with no contract address published, every FLOP ticker fails the same test.
Reality