Archive - Jay’s Substack

why i am very bullish crypto over the next 12 months

Sep 30 •

June 2024

60,000 - 70,000

A reflection on the last 120 days

Jun 27 •

Group of fools -- Arthur Hayes

Jun 7 •

May 2024

Easy button -- Arthur Hayes

China vs. Japan vs. America

May 21 •

Mayday -- Arthur Hayes

Buy in May and go away

May 4 •

April 2024

Left curve -- Arthur Hayes

Why the bull market isn't over (yet)

Apr 24 •

Restaking and LRTs

In between Docker and real estate?

Apr 17 •

Heatwave -- Arthur Hayes

Bearish until May?

Apr 9 •

we've ~been~ BACK

Apr 1 •

March 2024

Bundling and unbundling again

Mar 28 •

GetGrass: decentralized bandwidth/data access?

Trillion dollar market?

Mar 23 •

Thoughts on CLSK

5 weeks out from the halvening

Mar 13 •

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