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Arthur Hayes is once again turning bullish across the board. 👀
He believes:
BTC has completed a cyclical bottom near $60,000 this year,
Under the backdrop of a global liquidity re-expansion, returning to $126,000 is just a matter of time.
The core logic is straightforward:
Dollar + RMB continue to print money
Fiat currency continues to expand
BTC will become highly sensitive to liquidity again.
Hayes also mentioned:
Many people missed this round of BTC,
Because in the past two years, tech stocks and gold performed better, leading the market to start questioning the significance of BTC as an "inflation hedge asset."
But the real explosion may have just begun.
Especially once BTC re-breaks $90,000,
A large number of short put option sellers are forced to close their positions,
The market could enter an "explosive acceleration."
And in the altcoin space,
Apart from $HYPE and $ZEC ,
His next key focus is on $NEAR.
The reason is:
"Privacy narrative + Near Intent"
Could bring real positive cash flow to the protocol.
Hayes even directly stated:
The bull market is here.
There will be times to sell,
But not now. 🚀