Arthur Hayes: The alt season is coming, and I have increased the position bullish.

On July 11, Arthur Hayes, co-founder of CEX, stated on social media that he was slightly bearish due to TGA's inventory replenishment. But now the sentiment has changed. He pointed out that Bitcoin has broken its historical high with good Trading Volume; Ethereum is also following closely and is expected to outperform, with altcoin season approaching. The market believes that Trump will take unexpected actions regarding tariffs. Maelstrom has increased the position bullish.

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