Arthur Hayes just rotated $13M out of ETH, ENA, and PEPE, now sitting heavy in USDC.
His take is that BTC might revisit $100K as macro pressures mount: weak job growth, credit tightening, tariff tension.
Not FUD. Just facts with foresight.
Sometimes the real alpha is knowing when to chill, not just when to chase pumps.
Would you go risk-off here, or is this still buy-the-dip territory?
