2026-01-14 07:19:19

Arthur Hayes recently posted an article that has attracted market attention. The co-founder of BitMEX will soon release a new article titled "Frowny Cloud," which is highly anticipated. More interestingly, he revealed his core trading strategy for the first quarter of this year—massively going long on MSTR (target 3350) and Metaplanet, two major assets. The logic behind this operation is quite clear: using these two assets as leverage tools to indirectly go long on BTC. In other words, he is very optimistic about Bitcoin's future, and these two choices are ways to amplify returns. From a market perspective, strategies adjusted by such influential figures often reflect institutional expectations for the future market, which traders should pay attention to.

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GateUser-0717ab66

· 2h ago

Hayes is at it again, MSTR and Metaplanet double-killing BTC, this combo is indeed a bit fierce --- Honestly, catching the moves of big influencers can give some hints, but following the trend depends on your own strength --- Target of 3350... really daring to call, I just want to see if I can catch this wave of profits --- I understand the logic of indirectly going long on BTC, but the risk must also be doubled, leverage is a double-edged sword, brother --- Frowny Cloud title is a bit interesting, I wonder what they are trying to express with that name --- Institutions are moving, retail investors are following, that's just how the market is, anyway I’ll stay on the sidelines for now --- MSTR has been quite resilient recently, but going all-in might be too much

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GamefiGreenie

· 01-14 07:48

Hayes is at it again, MSTR pushing to 3350? This guy just makes a living off leverage, following the trend is pointless.

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GateUser-a5fa8bd0

· 01-14 07:48

Hayes is back to sweet-talking, MSTR and Metaplanet are just leverage tools, basically betting on BTC, really playing hard

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AirdropHunterXiao

· 01-14 07:48

Hayes is up to his tricks again, MSTR pushing to 3350? This guy really dares to gamble --- Frowny Cloud, what a weird name haha, but looking at his recent moves, he's definitely bullish on BTC --- Relying on MSTR and Metaplanet leverage to go long is quite bold --- If institutions are operating like this, we should also keep up with the pace --- Just worried that he's talking nicely but actually is just cutting the leeks --- Can MSTR's funds support reaching 3350? I'm a bit concerned --- Will Hayes's story this time be another scam? I've been burned before --- Indirectly going long on Bitcoin is a good idea, just betting these two stocks can keep up

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YieldFarmRefugee

· 01-14 07:29

Bro, I see through this logic. They're using MSTR and Metaplanet as leverage to secretly bet against BTC. Hayes is still playing the same game. MSTR 3350? Feels a bit risky, but big V influencers just want to siphon off followers. Wait, what is Frowny Cloud? Why did they come up with such a name? Hayes is again trying to cut the leeks, followers might get hammered again. Honestly, these two targets are pretty decent choices, much more discreet than directly going all-in on BTC. It all depends on whether they can withstand the pullback. I trust Hayes' intuition, but I trust my own risk control even more. Still need to watch and see. MSTR is almost like a Bitcoin trading pair now. Whether it hits 3350 depends entirely on BTC's mood.

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