Bitcoin News
By Dan Saada
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Bitcoin as the Fiat Liquidity Fire Alarm. Hayes calls Bitcoin "the global fiat liquidity fire alarm.
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Two Scenarios for Bitcoin's Next Move. Hayes lays out two possible paths from here. In the first, Bitcoin's drop from $126,000 down to…
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What Traders Should Do Right Now. Basically, wait. That's the short version of Hayes's advice. Don't add leveraged exposure.
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Arthur Hayes has a theory. It's bleak, it's specific, and it ends with Bitcoin at $1 million.
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The BitMEX co-founder and chief investment officer of Maelstrom laid out the case in an essay titled "This Is Fine" — a reference that probably lands differently depending on how…
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The math he uses is pretty direct. A hypothetical 20% reduction in U.S. knowledge workers — the kind of jobs AI tools are already starting to eat — would produce roughly $557…
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Hayes calls Bitcoin "the global fiat liquidity fire alarm." It's a loaded phrase, and he backs it up with a specific observation: Bitcoin has already started diverging from the…
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That divergence matters because it shapes his whole trading posture. He's not telling people to buy now. He's telling them to wait.
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The 2008 comparison shows up here too. Hayes draws a parallel between the mortgage crisis and what AI could do to white-collar employment, but he thinks the AI version moves…
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Read also: Michael Terpin Warns Bitcoin Could Shed 30% and Hit $43,500
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Hayes lays out two possible paths from here. In the first, Bitcoin's drop from $126,000 down to the low $60,000s was basically the full correction.
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He doesn't say which one he thinks is more likely. What he does say is that the Fed's response timing is the variable that drives everything.
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Once the Fed does act, Maelstrom's plan is to move excess stablecoins into specific altcoins. Hayes names Zcash and Hyperliquid as the targets.
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Basically, wait. That's the short version of Hayes's advice. Don't add leveraged exposure. Don't chase price moves. Watch the Fed's balance sheet.
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See also: Michael Terpin Sees Bitcoin Dropping to $40K Before the Next Big Bull Run
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