Bitcoin advocate and BitMEX co-founder Arthur Hayes is once again in the spotlight after making a bold prediction about the future of the cryptocurrency market. Hayes believes the current economic conditions, combined with signals from the U.S. Federal Reserve, suggest an ideal time for investors to enter the market.

In a post on April 11, Hayes declared that the global financial system is heading into what he calls “UP ONLY” mode, especially for Bitcoin. He encouraged investors to “buy everything,” citing upcoming liquidity moves by central banks and rising stress in the financial markets as key reasons.

Rising Bond Yields Hint at Fed Action

Hayes pointed to the sharp rise in U.S. Treasury yields—especially the 10-year bond climbing past 4.5%—as an indicator of trouble brewing in the financial system. According to Hayes, such stress in bond markets typically forces central banks to intervene. In this case, he predicts the Federal Reserve will soon inject liquidity to calm market volatility, which would benefit Bitcoin and other crypto assets.

Supporting this view, Boston Fed President Susan Collins recently noted that while markets are still functioning, the Fed is prepared to act if necessary. She emphasized that interest rates aren’t the only tools at the Fed’s disposal, hinting at the potential for alternative methods to stabilize liquidity without cutting rates.

Tensions Between the U.S. and China Fuel Market Uncertainty

In addition to monetary policy signals, Hayes also highlighted growing geopolitical risks. The ongoing trade tensions between the U.S. and China have taken a turn, with the U.S. imposing tariffs of up to 145% on Chinese goods. China has since responded with its own retaliatory tariffs, lifting rates on American imports to as high as 125%.

Although a 90-day pause on the new tariffs has been introduced, the uncertainty has already spooked investors. Wall Street has seen heavy selling, and U.S. Treasury markets are showing signs of strain. These developments have raised concerns about potential inflation, job losses, and slowed economic growth.

In Hayes’ view, this kind of macroeconomic stress, combined with central bank intervention, sets the stage for a powerful rally in crypto markets. He sees Bitcoin as a hedge against these pressures, especially as traditional financial systems face new challenges.

Bitcoin’s Bullish Setup Strengthens

Bitcoin has been holding strong above key support levels and is showing signs of entering a new bullish phase. While short-term volatility remains, Hayes believes the overall direction is now upward—fueled by macro conditions and growing institutional interest.

He has long maintained that Bitcoin performs best during periods of financial instability, when governments are forced to respond with liquidity measures. With inflation risks rising and the Fed poised to act, Hayes says the timing couldn’t be better.

Final Thoughts

Arthur Hayes’ message is clear: the combination of rising bond yields, economic tension, and expected central bank action makes this a strong opportunity for crypto investors. As the global economy teeters between inflation and uncertainty, Hayes sees Bitcoin as one of the safest bets—and he’s doubling down on that belief.

For investors sitting on the sidelines, the question isn’t if Bitcoin will rally—it’s whether they’ll be ready when it does.