Arthur Hayes, CEO of @Flop_Labs & CIO @Maelstromfund

Joined April 2018
NEW interviews from Maelstroms Chief Arthur Hayes The latest insights on Digital Assets Financial Markets and Web3 IssueWire issuewire.com/new-interviews…
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Arthur Hayes retweeted
“What do agents eat?” @CryptoHayes's answer: compute. And right now, agents don’t have a currency for it. His full keynote from the OKX Main Stage at TOKEN2049 Singapore: youtube.com/watch?v=ZEaylmBL…
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Come chat to @flop_labs mascot and get your questions answered. All responses based on published documentation and FAQ. ask.flop.finance/
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Arthur Hayes retweeted
no shopkeeper, no waitlist here.
What it’s like trying to rent AI/SI compute
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Arthur Hayes retweeted
CoreWeave’s five-year CDS hit a record 1,194 bps on last week (ICE data, via Bloomberg). Run the standard math with 40% recovery and that’s about a 63% chance of default within five years. Nobody’s saying the GPUs stopped working. The market is pricing the odds that a five-year promise to pay for them gets broken. A GPU owner selling inference by the job doesn’t need anyone to believe a five-year promise. Paid when the work clears, 85% of the fee, liquid.
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Here is a sneak peak at the KOL Leaderboard and onboarding process for @flop_labs
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Anyone can join as a KOL and earn FLOP. Give us your email, create a wallet, and connect your socials (optional).
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Finally, get your unique referral link and create engaging content. Your followers that create a wallets via that link are bound to you, and we track their activity on the network and reward you. Your followers are auto-enrolled in a weekly FLOP lottery.
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Is AI finally going to dump? IDK but I wouldn’t bet either way. Instead just trade the eventual multi-trillion dollar bail out. Long $BTC $ETH …
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I went to biz school, they never taught us what an “adjusted” profit margin was, either you made money or you didn’t. Does anyone know what total expenditures were for the 3q, under GAAP rules?
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Arthur Hayes retweeted
🔗 Links to the Full Episode w/ @CryptoHayes • YouTube: youtu.be/clWKbuJG5-M • Spotify: open.spotify.com/episode/5gA… • RSS: anchor.fm/s/112316ec0/podcas…
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Arthur Hayes retweeted
TOKEN2049 SINGAPORE SPECIAL: The Money Printer Moved To The Banks And Bitcoin Is Next with @CryptoHayes of @MaelstromFund Timestamps: 00:00 Intro 02:21 Hunting For Busted Charts 06:28 Agents Will Run Finance 09:12 Why Alts Disappointed 14:22 The Barbell Portfolio 16:39 Quantum And Address Hygiene 19:06 Zcash As Privacy Hedge 22:45 Sovereign Debt Hunger Games 27:00 Rate Hikes Pump Bitcoin 30:54 Banks Are Printing Now 35:47 Stablecoins Export The Dollar 41:06 France Is The Catalyst 43:52 The Quarterly Refunding Announcement 46:49 Watches, Ferraris And Skiing 53:00 How Much Is Enough 56:01 Is The Ethos Gone 59:58 The FLOP Thesis
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Arthur Hayes retweeted
TOKEN2049 SPECIAL: Tokenization Supercycle ft. Citrini, QE Is Coming, and The Biggest Crypto Bull Market Since COVID @CryptoHayes @MaelstromFund @citrini @therollupco
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Arthur Hayes retweeted
Flop Network launch in Singapore, Part 1 of 2. @CryptoHayes on why he built it. ChatGPT gave the world a new economic life form in 2022, and it still has no money of its own. Agents eat compute, and $ FLOP is the currency that buys it.
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What a great @token2049. I got some youthful energy with cellular medicine from @VeritaHealthHQ and then dropped the thinking behind @flop_labs all week. Now it’s back on the grid so we can ship FLOP Testnet in a few weeks. Yachtzee
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Arthur Hayes retweeted
A deep dive into @flop_labs before the public testnet launch : the main thesis of flop network is very simple - spend FLOP (compute) , and get raw AI inference in this flop network, there are mainly 3 key roles : 1. Agents (Buyer) : these are the autonomous programs buying intelligence. an agent submits an order to the mempool saying : "I need model X run, within this latency deadline, and here is my fee in FLOP." That fee gets held in an on-chain escrow. 2. The Miners (The GPU Workers) : you pick up the works from the agents, run the model on your GPU and send back the answer along with cryptographic proof that you actually ran the work and then u get paid the client’s fee plus a share of the miner block reward pool. 3. The Validators : these are basically nodes that run on standard server CPUs. they bundle the miners' proof hashes into 1-second blocks, store the AI models on the Data Availability (DA) layer and act as the checker checking whether miners are telling the truth or not.
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Arthur Hayes retweeted
What happens when AI agents become active players in the economy? Arthur Hayes (@CryptoHayes) of @MaelstromFund joined our Founder & CEO, Nikita Sachdev (@nikichain), at the Digital Assets & Tokenization Summit Singapore to explore what this could mean for the future of crypto.
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