đ¨ Arthur Hayes Predicts Bitcoin Dip to $90K â But Says Bank Stablecoins Will Fuel Next Crypto Supercycle
Crypto pioneer Arthur Hayes warns Bitcoin may see a short-term pullback before a massive institutional-fueled rallyâwith bank-issued stablecoins acting as the catalyst.
Hayesâ Key Predictions:
đťÂ Short-Term BTC Dip:
Bitcoin could retrace to $90,000 (from current ~$109K) due to tightening liquidity.
Blames US Treasury refilling its cash reserves (TGA), reducing market risk appetite.
Expects recovery post-Jackson Hole Symposium (August).
đ Next Boom: Bank Stablecoins Enter Crypto
JPMorgan, Citi, and others may soon issue regulated USD-backed stablecoins (thanks to GENIUS Act).
Unlike USDT/USDC, these will seamlessly bridge TradFi & DeFi, unlocking trillions in liquidity.
Hayes estimates $6.8T+ could flow into crypto if banks convert even 40% of US deposits into stablecoin-backed Treasuries.
Why This Matters:
â
 Institutional Onramp: Banks using blockchain for settlements = more capital entering crypto.
â
 Shadow QE Effect: Stablecoin-driven Treasury demand could indirectly pump liquidity into BTC/altcoins.
â
 Long-Term Bullish: Short-term dip = buying opportunity before the next parabolic phase.
đ Market Snapshot (July 2025):
BTC:Â $109,602 (+1.95% 24h)
Total Crypto Market Cap:Â $2.17T
đĄ Hayesâ Bottom Line:
"This isnât a bear marketâitâs a liquidity reset. Once banks start minting stablecoins, the floodgates open."
#Bitcoin #ArthurHayes #Banking #DeFi
(Source: BitMEX Blog, GENIUS Act)
đĽ Pro Tip: Watch for regulated stablecoin newsâit could be the next mega-trend in crypto!
(Like/Retweet if you agree!)