A potential Fed backstop for Japanese government bonds could inject fresh liquidity into global markets, weakening the yen and dollar and driving investors toward Bitcoin as a hedge, says BitMEX co-founder Arthur Hayes.
Arthur Hayes warned most Layer-1 blockchains outside Ethereum and Solana are ‘headed to zero,’ predicting market consolidation to favor a few resilient networks and wipe out weaker projects.
Arthur Hayes says Bitcoin could hold $80,000 as Fed policy shifts erode the dollar, with rising macro liquidity and investor rotation into crypto seen as a hedge against tightening risks.
A Hyperliquid whale withdrew $122 million in HYPE tokens as Arthur Hayes exited the platform, triggering market jitters and fresh scrutiny over liquidity, governance and token concentration.
Arthur Hayes warns crypto may shift to ‘up only’ mode once the U.S. Treasury General Account hits $850B, saying increased liquidity and easing policy could ignite sustained market rallies.
BitMEX co-founder Arthur Hayes argues the era of easy money persists, saying global liquidity will keep flowing-and with it, Bitcoin’s rally. He flags macro catalysts and risks as BTC navigates policy shifts.
In a historic move, President Trump has pardoned Arthur Hayes, co-founder of BitMEX, alongside three other key employees. This decision underscores a growing acceptance of cryptocurrency and its advocates, potentially reshaping regulatory landscapes for digital assets.