Arthur Hayes takes CEO role at Flop Labs ahead of Q4 airdrop
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Arthur Hayes will give a speech at TOKEN2049 in Singapore.
According to Foresight News , BitMEX co-founder Arthur Hayes will give a speech at TOKEN2049 in Singapore on October 7-8.
Cosmos Labs Co-CEO: dYdX's shift to RWA is a rational choice with limited impact on ATOM.
According to Foresight News , Cosmos Labs co-CEO Barry Plunkett tweeted his comments on dYdX's partnership with Robinhood to launch Arcus. dYdX has proven it can run seriously on-chain and drive industry development, but in recent years has faced pressure from new-generation perpetual contract competitors like Hyperliquid and Lighter, the overall decline of DeFi, and Web 2.5 products like Kalshi. He sees dYdX's shift to RWA through its partnership with Robinhood, which has strong distribution capabilities, as a "rational choice." He believes the impact on ATOM is very limited. The dYdX Chain remains a sovereign chain, and its fees, security, and value accumulation contribute very little to ATOM. The ATOM community also did not pay for the migration of dYdX to Cosmos. This further confirms the Cosmos team's assessment: for teams with distribution capabilities and leading products, having an underlying platform is crucial. Cosmos is currently focused on building tokenized deposit solutions for banks.
David Sacks strongly supports Palantir CEO's criticism of AI labs: True enterprise AI security lies in controlling one's own data, models, and computing power.
According to Beating, David Sacks, co-chair of the U.S. President's Council of Advisors on Science and Technology, published an article supporting Palantir CEO Alex Karp's sharp criticism of cutting-edge AI labs, stating that the mainstream media's portrayal of his interview as a "disastrous outburst" precisely demonstrates that Karp hit the nail on the head. Sacks points out that true "AI security" in a corporate environment is not abstract "alignment research" or government-led certification systems, but rather the ability to control one's own data, model weights, and computing power—preventing cutting-edge labs from "absorbing" a company's proprietary knowledge and turning it into the next product. He quotes Karp as saying, "They want to own their means of production, not hand them over to others." Sacks cites the conflict between Figma and Anthropic as a prime example: three days before the release of Claude Design, Anthropic's Chief Product Officer was still a member of Figma's board of directors, and Figma's founder stated that Anthropic "hadn't always been honest with them"; subsequently, Figma's stock price plummeted while Anthropic's valuation soared. He further listed products such as Claude Science, Claude Security, Claude Legal, and Claude Code, pointing out that Anthropic consistently targets vertical sectors originally served by companies that relied on its models, following a consistent pattern: "Observe where value is created first, then jump in." Sacks believes that the perception of open-source models as "dangerous" is not true for companies—retaining choice at the model layer and deciding who can use their core strengths is the real bottom line for corporate security. Previously, Palantir partnered with NVIDIA to deploy Nemotron's open AI models in sovereign environments, serving the US government and critical infrastructure customers, helping organizations train and deploy AI locally while maintaining complete control over data and intellectual property. Palanitir CEO Alex Karp recently gave a scathing interview on CNBC's "Squawk Box," criticizing leading AI model companies as "completely wrong" in their approach to selling AI. Karp emphasized that companies are currently dissatisfied with "cutting-edge labs" like OpenAI and Anthropic, believing they only pursue token maximization, wasting companies' time and money while handing over proprietary value and intellectual property. Karp stated that companies are "angry" and will strive to own their own AI production resources rather than relying on third parties. On June 29th, Palantir partnered with Nvidia to deploy Nvidia Nemotron open AI models in a sovereign environment, primarily serving the US government and critical infrastructure.
Specter, the on-chain detective: Arthur Hayes repeatedly promoted tokens before selling or depositing them into exchanges.
According to Specter, a Odaily intelligence firm, Arthur Hayes promoted HYPE, ZEC, and NEAR, which he called "Holy Trinity," predicting HYPE would reach $150 and publishing a Substack article to promote it. Several days later, Hayes sold all three tokens. He then promoted WLD, stating "This shitcoin is going to the moon"; three days later, he announced "I'm out." Afterward, he promoted CADRs, giving a target price of $4; one day later, a linked wallet deposited 1.9 million CADRs into an exchange. In 2024, Hayes promoted ENA, depositing $8.4 million worth of ENA into a CEX approximately one hour later. Specter reports that Arthur Hayes' BitMine has also been accused of operating an insider trading division, price manipulation, and insider trading. Arthur Hayes is currently promoting SYN.
Arthur Hayes, inventor of perpetual contracts: The AI bubble is most likely to burst in 2028.
On June 26th, Arthur Hayes stated on the "Bonnie Blockchain" podcast that if he had to guess when the AI bubble would burst, he believes the most likely time would be 2028. His reasoning is simple: most of this round of AI debt will be incurred between 2024 and 2026, while GPUs have an actual lifespan of only two years, yet Wall Street depreciates them over six years. Two and a half years later, will the H100 and Blackwell chips bought at high prices still generate sufficient revenue? If by then, Chinese models will perform just as well, running on Huawei chips, at only one-tenth the price, then the entire economic logic of Western data centers will evaporate instantly.
Palantir CEO: Enterprises are dissatisfied with "cutting-edge labs" like OpenAI and Anthropic, which only pursue token maximization.
According to BlockBeats, on July 2nd, Palantir CEO Alex Karp, in an interview with CNBC's "Squawk Box," strongly criticized leading AI model companies, calling the way AI is sold "completely wrong." Karp emphasized that companies are already dissatisfied with "cutting-edge labs" like OpenAI and Anthropic, believing they only pursue token maximization, wasting companies' time and money while handing over proprietary value and IP. Karp stated that companies are "angry" and will commit to owning their own AI production resources rather than relying on third parties. On June 29th, Palantir partnered with Nvidia to deploy Nvidia Nemotron open AI models in sovereign environments, primarily serving the US government and critical infrastructure customers. The collaborative system reportedly integrates Nvidia AI technology with Palantir's AIP, Foundry, Ontology, and Apollo platforms, helping organizations train, customize, and deploy AI locally while maintaining complete control over data, intellectual property, and models.