Arthur Hayes Predicts $125K BTC by Year-End on War Spending
The BitMEX co-founder ties the call to wartime defense outlays, banking-rule rollbacks, and an estimated $1.3T in fresh lending capacity feeding risk assets.
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The BitMEX co-founder ties the call to wartime defense outlays, banking-rule rollbacks, and an estimated $1.3T in fresh lending capacity feeding risk assets.
A whale transferred 1,139 BTC — worth approximately $87.9 million at time of transaction — from an unidentified wallet…
A single transfer of roughly 109.2 million USDT landed on OKX from an unidentified wallet, according to on-chain data…
Two of the largest corporate treasuries added on the same morning, with Strategy now holding 818,334 BTC and Bitmine crossing 4.98M ETH — both at or near record corporate accumulation paces.
Two wallets tied to the crypto-native trading shop moved $104M of ETH to Binance, Bybit, and OKX in 15 hours — exchange-bound flows of that size almost always signal intent to sell.
Arthur Hayes ties the April 1 ESLR rollback to a multi-year credit wave he expects to overwhelm AI-deflation drags and push Bitcoin off its lows — though he flags a 'Great Depression-style' unwind…
Whales absorbed 270,000 BTC into cold storage over months of extreme fear — the largest accumulation streak since 2013 — while ETH logged its best April since 2021 and BlackRock's ETHA pulled $24M in…
Eight-year veteran splits the hypothetical stake 70/30 across Hyperliquid, Bitensor, and Solana, with Chainlink, SUI, Uniswap, and Propy as moonshots — citing perps volume, token burns, and…
The supply transfer is the largest of the cycle so far — long-term holders, Strategy, and US spot ETFs are all accumulating while new buyers capitulate, and ETF inflows are running 9x new-mine supply.
With $138B in Treasury buybacks YTD, a possible Warsh Fed pivot, and bipartisan Clarity Act momentum, the liquidity setup is shifting toward risk assets — and Bitcoin's price action suggests…
Admiral Paparo's Senate testimony — that INDOPACOM is running a node and treating Bitcoin's protocol as a reusable-proof-of-work asset — reframes BTC as critical infrastructure, not just an asset…
Strategy is now absorbing roughly 2.5 months of mined supply per week via its 11.5% STRC preferred — a bid that, paired with the tariff refund, SEC pivot, and Schwab education rollout, reframes the…
The purchase lands alongside a Tom Lee thesis calling ETH a 25x setup and Bitwise's $1.3M 2035 BTC target — and the chart is coiling while macro real yields are about to flip negative.
The pace has flipped from pilot to rollout — Schwab opens Bitcoin trading to its full client base, Goldman launches a Bitcoin ETF, and the Clarity Act's stablecoin-yield language heads to a final…
The bullish case is no longer a chart — it's arithmetic. One-third of US debt matures within a year, the Treasury must print to roll it over, and Bitcoin's sensitivity to that liquidity implies a…
An unidentified wallet transferred 1,048 BTC — worth roughly $80.5 million at current prices — to Coinbase…
A previously unidentified wallet transferred 2,175 BTC — valued at approximately $167 million — to Coinbase…
The week's most consequential signals aren't price moves — they're X's super-app bet, the Clarity Act losing its Senate window, and sticky inflation closing off the Fed cut that markets had been…
Including stablecoins, dominance has barely budged from its 58–61% range all year; excluding them, BTC share is already near 68% and pressing cycle highs.
Midterm-year pattern, the XLE/oil macro overlap, and a 2018 chart that lines up almost too cleanly: the resistance band is rarely a launch pad, and the analyst behind the channel isn't calling this…