Arthur Hayes Lays out Bull Run Conditionals, Bitfinex Issues Warning, and More — Week in Review

Lawmakers push closer to market-structure rules, exchange-traded funds (ETF) flows stall, Arthur Hayes eyes central bank liquidity, Tom Lee flags metals-to- crypto rotation, and banks face $500 billion run risk in this Week in Review. Week in Review Crypto faces a turning point as regulation, liquidity, and capital flows collide. U.S. lawmakers say crypto market … Read more

Arthur Hayes Outlines Conditional Bitcoin Bull Case Tied to Fed Balance Sheet

Bitcoin’s next major move hinges on central bank balance sheets, with Arthur Hayes arguing that liquidity expansion, currency stress and bond market distortions could mechanically lift crypto prices regardless of short-term sentiment. Arthur Hayes Links Bitcoin Upside to Central Bank Balance Sheet Growth Arthur Hayes, co-founder of crypto exchange Bitmex and chief investment officer at … Read more

Arthur Hayes-Backed RIVER Coin Skyrockets 1,200% in Three Weeks

Chain-abstraction stablecoin system River (RIVER) has quietly done more than a 10x since Christmas Day, outperforming the digital asset markets. RIVER Reaches a $3.8 Billion FDV After Suddenly Exploding Into New Year River, launched in September of last year, is a chain abstraction system that is powered by the omni-CDP stablecoin satUSD, which users can … Read more

Arthur Hayes Says Fed Liquidity Shift Could Send Bitcoin Back Above $110K

Bitcoin’s next major move may hinge less on sentiment and more on U.S. dollar flows, as shifting Federal Reserve liquidity conditions set the stage for a potential crypto rebound driven by macro forces. Fed Balance Sheet Reversal May Push Bitcoin Price Higher, Arthur Hayes Says Arthur Hayes outlined a macro-driven outlook for crypto markets tied … Read more

Arthur Hayes Discusses How the Price of Bitcoin and Certain Cryptos Will Skyrocket

A sweeping macro thesis argues geopolitical power plays and election-driven money creation could propel bitcoin during global instability, with Arthur Hayes tying energy politics, liquidity expansion and digital assets into one high-stakes narrative. Arthur Hayes Links Elections, Oil, and Liquidity to Bitcoin’s Path A provocative macro thesis connected geopolitical force, electoral incentives, and monetary expansion … Read more

Privacy Coins and Gold-Backed Tokens Lead 2025’s Altcoin Winners

Arthur Hayes recently argued that the altcoin season never actually stopped; instead, he said it has become “nuanced” and “decoupled.” Market data from much of 2025 supports this view, showing massive gains in certain niches while others stagnated. The Altcoin Disappointment and Hayes’ Counter-Narrative As 2025 draws to a close, bargain-hunting investors are frustrated that … Read more

Arthur Hayes: Tether’s Gold and BTC Hoarding Anticipates Major Interest-Rate Cuts

Arthur Hayes believes Tether, the largest stablecoin issuer, is positioning for upcoming dovish Federal Reserve moves. Hayes pointed to rising gold and bitcoin as evidence, saying these assets would likely rally in a low‑interest‑rate scenario. Arthur Hayes: Tether Prepares For Low Interest Rate Scenario The Facts Arthur Hayes, former CEO of Bitmex, has addressed the … Read more

Why Is Bitcoin Dumping? Arthur Hayes Tracks BOJ Heat Closing in on BTC

Bitcoin’s slide intensified as a strengthening yen squeezed carry trades and triggered swift deleveraging across crypto, revealing how shifting expectations for Japan’s policy path can jolt digital assets, a pattern emphasized by Arthur Hayes. Bitcoin Slides With Rising Yen Costs as Carry Trade Tension Builds Global crypto markets faced renewed turbulence as Bitmex co-founder and … Read more

Arthur Hayes: Crypto Forces TradFi to Adapt or Die With Equity Perps Becoming 2026’s Hottest Play

Crypto-driven perpetual futures are rapidly emerging as the next frontier in global price discovery, reshaping how equities and major indices will trade as traditional exchanges confront an urgent adapt-or-die crossroads. Perpetual Futures’ Rising Influence on Global Markets Bitmex co-founder and Maelstrom CIO Arthur Hayes published on Nov. 27 that traditional exchanges face an “adapt or … Read more

Arthur Hayes Sees Bitcoin Defending $80K as Fed QT End Sparks High-Stakes Flow Pivot

Strengthening dollar flow, stabilizing policy signals and revitalized lending are converging to frame bitcoin’s slide into the low $80,000s as a high-conviction accumulation zone poised to reinforce the market’s next upside phase, Arthur Hayes says. Arthur Hayes Eyes a Clean $80K Hold While Bitcoin Slides Into a High-Conviction Buy Region Crypto sentiment steadied as liquidity … Read more