Arthur Hayes' operations are quite confusing to me!

Selling Ethereum to increase positions in the DeFi sector?

In the past two weeks, he sold 1,871 $ETH to increase positions in assets like $PENDLE, $LDO, $ENA, and $ETHFI?

If Ethereum doesn't surge, can these DeFi projects explode? My understanding is that if ETH doesn't surge due to a risk-off market, then these DeFi projects are likely to struggle even more, or even be more fragile.

So, at this time, he's betting on these, unless he believes that Ethereum will have a significant surge, and that the opportunities in Ethereum's DeFi and Restaking yields will be higher, which is why he made the switch.

But who knows?

He always seems to flip the script from time to time!

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