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Arthur Hayes Says He Won’t Buy Bitcoin Until a Fed Pivot Signals Fresh Liquidity

He casts liquidity as the decisive driver of Bitcoin’s next move.

Overview

  • The BitMEX co-founder told the Coin Stories podcast he is waiting for renewed money printing before re-entering.
  • He warned Bitcoin could slip below $60,000 with cascading liquidations if macro conditions worsen.
  • He linked a prolonged U.S.–Iran conflict to a higher chance of central-bank balance-sheet expansion.
  • Bitcoin traded near $69,500–$69,926 today, roughly 45% below October’s ~$126,000 peak.
  • Despite near-term caution, he kept a $250,000 long-term target, while analyst Michaël van de Poppe flagged Nasdaq strength as a near-term positive.