Arthur Hayes shared his insights on the current market cycle and his bold predictions for Bitcoin's
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future, suggesting a potential dip before a significant rally.
What Happened: In a podcast with Scott Melker on Feb. 1, Hayes forecasted a short-term pullback to $75,000 before a massive rally to $250,000 by the end of this cycle.
He attributes this potential dip to a liquidity crunch, stating, “Bitcoin has traded ahead of the fundamentals in terms of global liquidity.”
Hayes points to several factors contributing to this situation, including an antagonistic Federal Reserve, a challenging Treasury maturity profile and the looming debt ceiling issue in the United States.
The crypto expert believes that the Trump administration’s economic policies could be a catalyst for future growth.
Hayes explains, “Trump has a choice… he can either have a crisis happen today or… in the near future.”
He suggests that a short-term economic downturn could be politically advantageous for Trump, allowing him to blame it on the previous administration.
Meanwhile, he predicts a crypto market shift toward meme coins and political tokens, noting, "Meme coins are a thing… it's super easy for people to trade."