Arthur Hayes is once again returning to his ambitious stance on the future of Bitcoin. At the Bitcoin 2026 conference, he shared his vision of how market dynamics are changing. In his opinion, we are witnessing a shift toward what he calls inflation during geopolitical tension.

Interestingly, Hayes remains committed to his target price of $125,000 per BTC. His reasoning is based on several factors: rising inflation expectations due to tensions between the US and Iran, as well as increased liquidity inflows through the banking system. Such a scenario, he says, could create conditions for significant growth in the value of digital assets.

This is not the first time market players have discussed the impact of geopolitical instability on cryptocurrencies. Arthur Hayes believes that the current situation is precisely what could provoke investors to reconsider their positions on alternative assets. His forecast is worth keeping in mind for those monitoring the Bitcoin market and long-term trends in the crypto sphere.