Arthur Hayes, co-founder of BitMEX, believes Bitcoin is heading toward uncharted territory, driven by a combination of U.S. financial policy shifts, fresh regulation, and geopolitical tensions.
According to Hayes, recent developments in American banking rules—specifically the renewed push for an SLR exemption—could free up liquidity by allowing banks to hold more Treasuries without capital penalties.
At the same time, he points to the newly enacted GENIUS Act, which places stablecoin regulation under a framework that, in his view, hands control of the sector to traditional banks. He sees this as bullish for both the banking sector and crypto infrastructure.
Outside the U.S., Hayes argues that unrest in the Middle East—despite temporary de-escalation—continues to support demand for safe-haven assets like Bitcoin.
Meanwhile, expectations of rate cuts from the Federal Reserve are weakening the dollar, putting pressure on global carry trades and creating what Hayes calls a “painful unwind” that could drive investors toward decentralized alternatives.
In short, Hayes sees Bitcoin as the beneficiary of a brewing global shift in liquidity, regulation, and monetary policy—one that may soon catapult it past previous highs.
Alexander Stefanov
Reporter at Coindoo
Alex is an experienced finance journalist and a cryptocurrency and blockchain enthusiast. With over 8 years of experience covering the crypto, blockchain and fintech industries, he deeply understands the complex and constantly evolving world of digital assets. His insightful and thought-provoking articles provide readers with a clear picture of the latest developments and trends in the market. His passionate approach allows him to break down complex ideas into accessible and insightful content. Follow up on his content to be up to date with the most important trends and topics.
Source: https://coindoo.com/bitcoin-could-break-records-soon-says-bitmexs-arthur-hayes/