Bitcoin News
By Sakamoto Nashi
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What Hayes Actually Said About Liquidity. The logic he laid out isn't complicated. When the Treasury injects liquidity into the bond market,…
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Hayes's Own Portfolio Reflects the Bet. It's not just talk. Hayes said he's been putting money to work in Bitcoin and Ethereum, along with…
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Arthur Hayes didn't mince words. The BitMEX co-founder told investors to load up on Bitcoin, gold, and equities after the U.S.
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Hayes's call came fast — basically the moment the Treasury's move hit the wires. Secretary Scott Bessent's team framed the expansion as a way to cap yields that were creeping…
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The logic he laid out isn't complicated. When the Treasury injects liquidity into the bond market, private capital gets squeezed out of fixed income and has to go somewhere.
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The Federal Reserve's decision to hold interest rates steady fits right into that picture. Rates on hold, buybacks expanding — it's a combination Hayes sees as a clear signal of…
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Markets seemed to agree, at least in the short run. The 30-year Treasury yield dropped after the announcement. Bitcoin pushed past $70,000. Stocks ticked up.
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More context: Ray Dalio Urges Investors to Shift to Bitcoin and Gold Amid Looming U.S. Debt Crisis
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He's not alone in that general view. Across the broader crypto and macro space, a growing number of investors have started treating Bitcoin less like a speculative tech bet and…
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The comparison to Japan is worth sitting with. The Bank of Japan's yield curve control, which has been running in various forms for years, pushed Japanese institutional money…
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And the Fed's steady hand on rates means there's no offsetting pressure. No rate hikes to pull capital back into bonds.
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He also pushed back on the idea that traditional asset allocation frameworks still work cleanly in this environment.
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Read also: Retail Traders Show Caution as Bitcoin Dominance Holds Amid Flat Crypto Weekend
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Hayes remains heavily invested in Bitcoin and Ethereum. He added to Ethereum-related positions recently and hasn't signaled any plans to reduce exposure.
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Bitcoin crossed $70,000 following the Treasury announcement.
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