Maelstrom Chief Investment Officer Arthur Hayes stated during his on-site speech at the 2026 Bitcoin Las Vegas Conference on April 27 that he has shifted to a bullish stance on Bitcoin and predicts that Bitcoin will reach $125k by the end of the year, driven by AI-powered hidden credit deflation, the Federal Reserve's policy transition to new Chair Kevin Warsh, and structural changes in American commercial banks absorbing government debt.

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PublicBlockchainUnderTheAurora
· 4h ago
Kevin Warsh stepping onto the stage is indeed crucial; this person truly understands the market.
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TheKiteNeverLands.
· 4h ago
The atmosphere at the Las Vegas conference is probably very FOMO.
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Can'tSleepWithoutSigningThe
· 5h ago
AI driving hidden deflation? Sounds like they're finding reasons for both tech stocks and BTC at the same time.
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MoonlightReef
· 5h ago
The part about structural transformation is worth reading again; it's more valuable than price forecasting.
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FlamingoFacingJudgment
· 5h ago
The end-of-year figure of 125k means it still needs to rise by 40%. Is it too late to get in now?
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AirdropArchivist
· 5h ago
His shift from a short to a long position has always been a signal, but this time the logical chain is a bit long.
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LeverageWithdrawalInProgress
· 5h ago
The structural shift of commercial banks absorbing government bonds is the most hardcore part of the speech.
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