Сигналы
23
#18
Альфа-оценка 98.7
Arthur Hayes
CIO, Maelstrom
Винрейт
47.8%
доходность
+23.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
07 фев
$31.73
+160.0%
Long HYPE — 'Long live $HYPE' continued bullish conviction.
Криптоактивы
Лонг
01 янв
$88749.90
-12.9%
Long BTC — 'Let's stack some sats' bullish accumulation language for new year.
Криптоактивы
Лонг
23 фев
$243.71
+239.5%
Portfolio disclosure — long ZEC as part of his crypto holdings.
Криптоактивы
Лонг
23 фев
$1940.92
+24.3%
Portfolio disclosure — long ETH as part of his crypto holdings.
Криптоактивы
Лонг
23 фев
$481.28
-17.5%
Portfolio disclosure — long gold (incl. physical gold) and gold miners as part of stonks portfolio.
Сырьё
Лонг
14 янв
$0.25
-35.3%
Long ENA — explicit $1 target call with conviction ('Giddy up bitches').
Криптоактивы
Лонг
03 июн
$0.52
-30.7%
Long WLD — 'going to moon ... cause AI'; taunts the bears and tells holders not to mid-curve it. Yachtzee celebration confirms position.
Long WLD — 'going to moon ... cause AI'; taunts the bears and tells holders not to mid-curve it. Yachtzee celebration confirms position.
Криптоактивы
Лонг
12 мая
$1.56
+22.0%
NEAR's integration with shielded Zcash via intents enables anonymous swaps to any crypto. Each transaction pays a fee to the NEAR protocol. If volumes grow, NEAR could become deflationary, driving the price up significantly.
Криптоактивы
Лонг
09 мар
$106.25
+25.0%
"It's not about the big banks. JP Morgan is going to be fine. JP Morgan and City with a government guarantee." When regional banks collapse due to consumer credit defaults, panic will ensue. Depositors and capital will flee to systematically important financial institutions (SIFIs) that have implicit government backing, increasing their market share and deposit base. LONG mega-cap banks as a safe haven and market-share winner during the upcoming regional banking crisis. Broad market contagion drags down all financial equities, or regulators impose stricter capital requirements on SIFIs.
"It's not about the big banks. JP Morgan is going to be fine. JP Morgan and City with a government guarantee." When regional banks collapse due to consumer credit defaults, panic will ensue. Depositors and capital will flee to systematically important financial institutions (SIFIs) that have implicit government backing, increasing their market share and deposit base. LONG mega-cap banks as a safe haven and market-share winner during the upcoming regional banking crisis. Broad market contagion drags down all financial equities, or regulators impose stricter capital requirements on SIFIs.
Банки
Лонг
09 мар
$289.52
+22.8%
"It's not about the big banks. JP Morgan is going to be fine. JP Morgan and City with a government guarantee." When regional banks collapse due to consumer credit defaults, panic will ensue. Depositors and capital will flee to systematically important financial institutions (SIFIs) that have implicit government backing, increasing their market share and deposit base. LONG mega-cap banks as a safe haven and market-share winner during the upcoming regional banking crisis. Broad market contagion drags down all financial equities, or regulators impose stricter capital requirements on SIFIs.
"It's not about the big banks. JP Morgan is going to be fine. JP Morgan and City with a government guarantee." When regional banks collapse due to consumer credit defaults, panic will ensue. Depositors and capital will flee to systematically important financial institutions (SIFIs) that have implicit government backing, increasing their market share and deposit base. LONG mega-cap banks as a safe haven and market-share winner during the upcoming regional banking crisis. Broad market contagion drags down all financial equities, or regulators impose stricter capital requirements on SIFIs.
Банки
Лонг
03 мар
$62.90
+24.2%
Hayes observes, "Block last week firing 40% of the staff... stock pumped 20%." He notes that management is rewarded for replacing humans with AI. As AI tools become proficient, CEOs will aggressively cut "knowledge work" costs to boost margins. The market currently interprets these mass firings as bullish for profitability, incentivizing companies to accelerate this trend. LONG (Play the "AI Efficiency" narrative). Regulatory backlash or operational failure due to over-firing.
Hayes observes, "Block last week firing 40% of the staff... stock pumped 20%." He notes that management is rewarded for replacing humans with AI. As AI tools become proficient, CEOs will aggressively cut "knowledge work" costs to boost margins. The market currently interprets these mass firings as bullish for profitability, incentivizing companies to accelerate this trend. LONG (Play the "AI Efficiency" narrative). Regulatory backlash or operational failure due to over-firing.
Платежи и финтех
Лонг
13 янв
$532.00
-38.7%
Key Q1 degen trade: LONG Metaplanet (3350) as levered play on BTC getting its groove back.
Крипто-казначейства
Лонг
21 авг
$0.59
-1.6%
Maelstrom has increased its Ethereum position and bought Ethena and EtherFi because sentiment is despondent and these are good levels at the turn; Arthur is allocating outside Bitcoin again.
Криптоактивы
Лонг
29 июн
$0.38
-76.5%
Buy SYN as an asymmetric play on the Hyperliquid ecosystem; Hypercall (SYN-owned options DEX) is positioned to challenge Deribit's dominance in crypto options, offering leveraged upside if it gains traction.
Buy SYN as an asymmetric play on the Hyperliquid ecosystem; Hypercall (SYN-owned options DEX) is positioned to challenge Deribit's dominance in crypto options, offering leveraged upside if it gains traction.
Криптоактивы
Шорт
18 июн
$69.52
-43.1%
Hyperliquid — это децентрализованная биржа номер один, лучший бизнес в сфере криптовалют. Solana не хватает нового катализатора роста после того, как утих ажиотаж вокруг мемкоинов, а нарратив об институциональном внедрении исторически не приводил к значительному объему торгов. HYPE превзойдет SOL.
Криптоактивы
Показано 15 из 23 коллов · сортировка по упоминаниям
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У Arthur Hayes на Buzzberg отслеживается 23 торговых идей по 23 тикерам с января 2026. винрейт 48% по 23 оцененным сигналам, средняя доходность +23.3%. #18 в рейтинге Buzzberg Alpha. Чаще всего покрывает: HYPE, BTC, ZEC.
