I just finished reading Arthur Hayes's interview with Anthony Pompliano on April 10th, which was quite interesting. He holds more than 90% of his net assets in Bitcoin, and notably, he maintains this stance regardless of market fluctuations. The reason he gives is that his base costs are very low, so there's no need to rush and panic.

The interesting part is that when talking about altcoins, Hayes expressed optimism about Zcash and Hyperliquid. However, when asked about meme coins and waiting for new opportunities, he revealed that he is not currently investing additional fiat into Bitcoin. Instead, he is waiting for a major "money-in" event to happen. It seems he is monitoring macro signals to decide when the right time is to increase his position. This is a rather patient strategy, not rushing but waiting for more optimal conditions.