Arthur Hayes: The Next 14 Days Will Trigger The Most Aggressive Bull Run Ever

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It’s the anniversary of Black Monday, the AI trade just had its ugliest week in a long time, and Bitcoin is coiled tighter than it has been in years. Here’s what crypto traders saw over the weekend before Wall Street even opened, why China’s surprise numbers matter, and where the money could run next.
✅ Black Monday 1987 vs. today: why traders are nervous
✅ What tokenized AI stocks did on crypto exchanges over the weekend
✅ The Nasdaq’s rough week and the earnings that could decide what’s next
✅ Bitcoin’s Bollinger squeeze: one of the tightest in years
✅ China’s growth beat, and why it may delay the big stimulus
✅ How digital dollars took over payments in Nigeria
✅ Zcash, Hyperliquid and Monero shake up the top 10, and Grayscale’s ‘don’t sleep on the classics’ call
✅ Ethereum ETFs’ worst month of 2026
✅ Security warnings, plus the Bitcoin levels to watch ($81K and $86K)