#CryptoScamSurge

Arthur Hayes: markets dance to the rhythm of credit, not to the noise of news

In a fresh essay "Time Signature," BitMEX co-founder Arthur Hayes once again reflects on the essence of market growth — not in geopolitics and not in elections, but in the pace of credit expansion. Everything else is noise.

— Markets feed on government guarantees. The more guarantees there are — the more money — the higher the assets.

📈 Hayes's forecasts:

* BTC — $250,000 by the end of 2025 if credit expansion continues.

* ETH — $10,000: DeFi comes alive, institutional investors return.

* USDT/USDC = the anchor of the new system. By 2028, demand for stablecoins in T-bills could reach $9 trillion — this is both funding the deficit and supporting the entire dollar model.

🆘 Risks:

* Inflation and rising prices — for those outside the asset market.

* Geopolitics, regulators, supply chain disruptions — could break the rhythm.

* Trump may heat up the market, but the decisive factor is monetary policy.

"Listen not to the headlines, but to the rhythm of liquidity," writes Hayes.

If rates are low, government guarantees are increasing, and credit flows into the economy — a rally is inevitable. But as soon as the rhythm is disrupted — the pain will be loud.