1 month ago
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Key Takeaways:
- Hayes: Bitcoin hits $100K after summer, $125K by end of 2026
- Dollar liquidity improvement is the primary Bitcoin catalyst, not legislation
- Hayes hopes CLARITY Act gets vetoed: “we don’t need it”
- Selling Bitcoin and Ethereum to buy Hyperliquid
- Hyperliquid is the only altcoin Hayes considers worth owning
Bitcoin to $125K and the Macro Case Behind It
Speaking at Bitcoin Vegas in an interview with Cointelegraph, Arthur Hayes said Bitcoin will hit $100,000 after the northern hemispheric summer and reach $125,000 by end of 2026. The driver is not regulation. It is dollar liquidity.
Hayes frames the path to $100K as contingent on the Iran situation not escalating into a broader conflict. He believes markets are already looking past the geopolitical risk, oil price spreads suggest goods are getting through despite political claims to the contrary. The more ...
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