Jay’s Substack

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Underperformance of crypto equities

Markets and election uncertainty

MSTR: Converting index investing into a BTC bid

why i am very bullish crypto over the next 12 months

60,000 - 70,000

Group of fools -- Arthur Hayes

Easy button -- Arthur Hayes

Mayday -- Arthur Hayes

Left curve -- Arthur Hayes

Restaking and LRTs

Heatwave -- Arthur Hayes

Q2 outlook

Robinhood Gold

GetGrass: decentralized bandwidth/data access?

Thoughts on CLSK

Dust on Crust pt 2 -- Arthur Hayes

Robinhood thesis

Parallel Colony

Coinbase Price Targets

Chief Story Officer -- Arthur Hayes

Thy Strength Befits Bitcoin -- Bob Loukas

Points Guard -- Arthur Hayes

Modular blockchains and SaaS companies

Yellen or talkin -- Arthur Hayes

ETF wif hat -- Arthur Hayes

Pudgy Penguins Write-ups

Spot BTC ETF and Visa Transaction Fees

Arthur Hayes Summary Archive

Crypto learnings 2023

Signposts -- Arthur Hayes

Expression -- Arthur Hayes

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