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.
Every crypto post from the last 24 hours.
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.
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.
A simple five-year comparison making the rounds puts Ethereum's returns in uncomfortable context: $100,000 invested in…
Solana has introduced Falcon, a post-quantum digital signature scheme, following independent research conducted by two…
Tom Lee's Bitmine has added another 112,656 ETH — roughly $260 million — to its staking position, bringing the firm's…
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.
Porvenir's voluntary-pension crypto product lands in a $25 minimum slot, framing Bitcoin as a diversification tool — not a trade — for Latin America's largest pension market.
DeFi United coordination is widening: Compound's 3,000 ETH sits alongside Avalanche Foundation support and Renzo's $10M+ Aave liquidity as the protocol stack absorbs the loss across multiple venues.
Senator Thom Tillis has put the Senate's crypto bill on notice, warning he will vote against it unless the legislation…
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…
The nominee embraced private-sector stablecoins, dismissed a Fed CBDC as bad policy, and praised interest rates as the dominant tool — all while a four-star admiral told Congress Bitcoin is a…
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…