ArthurHayes

#BTC #Write2Earn #ArthurHayes
Arthur Hayes declares bitcoin’s bottom as Trump’s tariff chaos and stealth bond buybacks unleash unstoppable bullish momentum, setting the stage for crypto’s next explosive breakout.

Crypto Will Rally: Hayes Links Trump Tariffs to Bitcoin Boom and Bond Buyback Panic

Arthur Hayes, co-founder of crypto exchange Bitmex and current principal at crypto investment firm Maelstrom, offered a sweeping macroeconomic critique on April 23, likening President Trump’s aggressive trade policies to a reckless maneuver on a dangerous mountain slope. Hayes drew parallels between avalanche forecasting and financial market risk. “I characterize this chain of events as a policymaker pivot from ‘everything is fine’ to ‘everything is fucked, we must do something’, markets surged, and most importantly, bitcoin bottomed.” He continued: “I’m calling the local bottom at $74,500.”

The essay centers around the market chaos triggered by Trump’s tariff announcement, which Hayes said elevated U.S. bond market volatility to crisis levels, forcing a swift reversal. In response, U.S. Treasury Secretary Scott Bessent announced a bond buyback program, a move Hayes interprets as stealth monetary easing. With this context, Hayes emphasized the bullish implications for digital assets: “Using this information, we as bitcoin hodlers and crypto degen investors know that the bottom is in because the next time Trump ramps up the Tariff rhetoric or refuses to reduce tariffs on China, bitcoin will rally in anticipation of the monetary mandarins running the money printing press at max Brrrrr levels to ensure bond market volatility remains muted.” He added:

The next time Trump presses the tariff button — which he will do, to ensure nations respect his authority — he will be able to ask for additional concessions, and bitcoin won’t get crushed alongside certain equities.

“Bitcoin knows that the deflationary policies cannot be sustained for long, given the insane levels of current and future debt the filthy financial system requires to operate,” he noted.

Hayes doubled down on his optimism for bitcoin and the broader crypto market, detailing Maelstrom’s aggressive investment strategy during the recent market downturn.

As you can tell, I’m very bullish.

“At Maelstrom, we have maxed out our crypto exposure. Now it’s all about buying and selling different cryptos to stack sats. The coin purchased in the largest quantity was bitcoin during the dip from $110,000 to $74,500. Bitcoin will continue to lead the way as it is the direct beneficiary of more fiat dollars sloshing about due to future monetary liquidity injections provided to soften the impact of a Chi-Merica divorce,” he detailed.

With global sentiment portraying Trump as recklessly using tariffs, investors holding U.S. stocks and bonds are seeking assets perceived as counter to the establishment, Hayes explained, adding: “Physically, that’s gold. Digitally, that’s bitcoin.” Looking ahead, he predicted a major capital shift within crypto markets:

Once bitcoin breaches $110,000, the previous all-time high, it will likely surge, further increasing dominance. Maybe it just misses $200,000. Then the rotation begins from bitcoin into shitcoins.

The spearheading blockchain and Web3 event Token2049 Dubai will witness an extraordinary group of speakers who come from all spheres of global crypto and financial sectors. At Token2049 Dubai, top industry executives along with institutional thought leaders and renowned voices will lead panel discussions about digital assets, decentralized financial systems, and worldwide regulatory frameworks.
Changpeng Zhao (#CZBİNANCE )—Founder, Binance
The appearance of CZ is generating significant anticipation because he will provide essential insights regarding Binance’s strategic moves while regulatory environments continue to transform.
#RichardTeng —CEO, Binance
The Binance exchange belongs to a new period under the leadership of Richard Teng. People will carefully track his observations regarding compliance practices as well as his approach to business expansion across international markets.
#ArthurHayes —Chief Legal Officer, Maelstrom
With a history of making strong remarks about crypto analysis and financial market behavior, Hayes stands as the co-founder of BitMEX and the current Chief Legal Officer at Maelstrom.
Eric Trump—Executive Vice President, The Trump Organization
Known for his distinctive role in crypto events, Eric Trump will discuss digital assets from both his business and political angles at this venue.
Paolo Ardoino—CEO, Tether
The essential understanding of digital dollar adoption and blockchain-based financial rails comes from Ardoino because of his role as head of Tether’s stablecoin operations.
Robert Mitchnic—Head of Digital Assets, Blackrock
Through his role at BlackRock, the world’s biggest asset management firm, Mitchnick will provide institutional insights into cryptocurrency investment strategies and exchange-traded fund progress.
Christine Moy—Partner, Apollo
As the blockchain lead at JP Morgan and then partner at Apollo Active Capital, Moy provides crucial knowledge about institutional adoption methods for blockchain technologies.
Justin Sun—Founder Tron
Sun frequently steals headlines and will talk about DeFi development, his worldwide blockchain strategy, and the changes to stablecoin.
Token 2049 Dubai is one of the biggest web3 conferences, that connects contemporary financial systems with modern cryptocurrency practices. Attendees, along with worldwide observers, will get in-depth forecasts as well as important announcements that might define the crypto industry’s future path during 2025 and beyond as key speakers present their perspectives.
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Arthur Hayes Says Crypto Will Peak In March Before Correcting
BitMEX co-founder Arthur Hayes predicts Bitcoin and the rest of the crypto market will reach its peak in March this year before undergoing a steep correction.
In a Jan. 7 blog post, Hayes said his prediction is based on how he believes the US dollar liquidity environment will unfold in the first quarter of 2025, as Donald Trump prepares to enter the White House for his second term.
Arthur Hayes Says Other Sources Of Liquidity Will Offset Fed Quantitative Tightening
According to Hayes, US Dollar liquidity will continue to fuel optimism in the crypto market. However, he warned that recent changes in policy from the US Federal Reserve and the Treasury Department will likely influence BTC’s price trajectory in coming months.
Hayes believes the Federal Reserve will continue its quantitative tightening until the middle of the year at a pace of around $60 billion per month. Should this happen, it will reduce the overall liquidity in the financial system, according to the BitMEX founder. Hayes did, however, say that he is not too fazed by the potential strain on liquidity levels towards the middle of the year.
This is because he believes that other sources of liquidity will offset some of the concern. He added that the Treasury will likely inject liquidity into the market, if needed, through its General Treasury Account (TGA) by spending funds rather than issuing debt.
Collectively, Hayes forecasts a $612 billion injection into the US Dollar liquidity markets by the end of March this year.
Trump Bump Phase Could End After Q1 2025
With the possible Dollar liquidity crunch, Hayes believes that the Trump pump buzz will start to fade after the first quarter of 2025. He subsequently anticipates a broader and severe crypto market correction as both fiscal and monetary support start to wane.
There is also the upcoming tax season in mid-April that will likely contribute to the liquidity squeeze and knock investor sentiment, Hayes warned.
#ArthurHayes #analysis #Altcoins #cryptocurrency #Cryptonews

Ethena (ENA) didn’t let the significant sell-off by Arthur Hayes deter its uptrend. Hayes, after publicly supporting Ethena Labs, unstaked 9 million ENA and sent 7 million ENA ($8.44 million) to Binance today.
He previously withdrew 16.79 million ENA from Binance in late November at $0.666 for an estimated $8.71 million profit (+78%). Hayes currently holds 9.96 million ENA valued at $11.7 million, with 7.94 million tokens staked.
Ethena (ENA) Continues to Outperform the Market Despite Arthur Hayes Sale
Ethena (ENA) continued its upward momentum despite significant selling activity by prominent crypto investor Arthur Hayes.
According to SpotOnChain, Hayes unstaked 9 million ENA tokens and deposited 7 million ENA (worth $8.44 million) to Binance earlier today, even after publicly expressing support for Ethena Labs. This follows his earlier withdrawal of 16.79 million ENA from Binance between November 26 and 28 at an average price of $0.666, totaling $11.19 million.
Currently, Arthur Hayes holds 9.96 million ENA, valued at $11.7 million, with 7.94 million tokens staked. His strategic trades have earned him an estimated profit of $8.71 million, representing a 78% return. Despite these developments, ENA’s price has shown resilience, continuing to rise in the face of selling pressure.
Ethena has been doing great in the last 24 hours, up 8.47%, while major cryptocurrencies such as Bitcoin and Ethereum continue to struggle after a sharp market downturn earlier this week.
Even though it had a strong rebound today, ENA previously experienced a massive 34.62% fall from $1.30 on December 16 to $0.85 by December 20. The token has recovered excellently and is now trading at $1.08. Having a market capitalization of about $3.17 billion, ENA is now the 43rd largest cryptocurrency, showing strength in a highly volatile market.
Ethena ($ENA ) Poised for 85% Surge, Says Analyst
It seems Arthur Hayes didn’t listen recent prediction by crypto analyst and YouTuber Chill Trader. He shared a chart for ENA/USDT that indicated Ethena could surge by 85.34%. He highlighted a bullish Cup-and-Handle pattern, with key support at $0.94, which is currently being tested. If this level holds, the analyst predicts a price target of $2.15, supported by strong momentum from the 200-day Exponential Moving Average (EMA) at $0.63, well below current levels.
For instance, a drop below $0.94 might push it further down to the lower support line of $0.86. Chill Trader added that volume is essential, while strong buying volume is required for a bounce off of support, and high selling volume would show a breakdown.
In addition to the bullish technical signals, recent strategic partnerships add to the case for a potential surge in Ethena’s price. The project has partnered with Donald Trump’s World Liberty Financial (WLFI) and investment giant BlackRock, signaling growing institutional interest.
Ethena’s partnership with WLFI brings the sUSDe stablecoin as collateral to its Aave-backed DeFi platform and is, therefore, getting a lot of attention in the circles of decentralized finance. On the other hand, BlackRock focuses on strategies in risk management for tough markets with returns from treasury investments.
On December 16, they introduced USDtb, a new stablecoin backed by BlackRock’s BUIDL Fund, which was developed in collaboration with tokenization platform Securitize.
The growing buzz surrounding Ethena’s partnerships and the potential influence of a Trump-backed administration has sparked increased interest in ENA, suggesting a promising outlook for the cryptocurrency in the near future.

#ENA #ENApriceSurge #ArthurHayes #CryptoNews $ENA $BTC $ETH