Bitcoin Could Break Records Soon, Says BitMEX’s Arthur Hayes
Arthur Hayes, co-founder of BitMEX, believes Bitcoin is heading toward uncharted territory, driven by a combination of U.S. financial policy shifts, fresh regulation, and geopolitical tensions.
According to Hayes, recent developments in American banking rules—specifically the renewed push for an SLR exemption—could free up liquidity by allowing banks to hold more Treasuries without capital penalties.
At the same time, he points to the newly enacted GENIUS Act, which places stablecoin regulation under a framework that, in his view, hands control of the sector to traditional banks. He sees this as bullish for both the banking sector and crypto infrastructure.
Outside the U.S., Hayes argues that unrest in the Middle East—despite temporary de-escalation—continues to support demand for safe-haven assets like Bitcoin.
Meanwhile, expectations of rate cuts from the Federal Reserve are weakening the dollar, putting pressure on global carry trades and creating what Hayes calls a “painful unwind” that could drive investors toward decentralized alternatives.
In short, Hayes sees Bitcoin as the beneficiary of a brewing global shift in liquidity, regulation, and monetary policy—one that may soon catapult it past previous highs.
Alexander Stefanov
Reporter at Coindoo
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