ARTHUR HAYES JUST LAID OUT THE EXACT CATALYST EVERYONE IS WAITING FOR.



Bitcoin won't meaningfully rise until the Fed provides liquidity to plug bank balance sheet holes. Full stop.

He's still long BTC unlevered. Still bullish on HYPE through the Hormuz uncertainty.

Hayes doesn't hedge his takes. When he says liquidity is the only thing that matters, he's telling you the macro setup hasn't clicked yet. But when it does, the move won't be gradual.

Two positions. Both aligned with one thesis. Liquidity returns, crypto rips.
BTC0,09%
HYPE-0,15%
post-image
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin