Hayes Tilts Away From Bitcoin as Credit Crisis Fears Build

A prominent crypto analyst has dissected Arthur Hayes’ latest portfolio reveal, arguing that the BitMEX co-founder is quietly positioning for a credit shock that could rattle risk assets before the next major crypto rally. While Bitcoin slides and traditional markets strain, Hayes has shifted the bulk of his capital into hard assets and “merchants of death” — a move the analyst says most investors are underestimating. Arthur Hayes’ Portfolio: From Crypto Mogul To Hard-Asset Hawk In a recent post cited in the video, Hayes listed his current holdings: “stocks, gold, silver, copper, uranium miners, oil majors, merchants of death,

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