Arthur Hayes Predicts $126K BTC: A Masterstroke of Optimism

Hayes, co-founder of BitMEX and current CIO of Maelstrom, frames this crypto resurgence as a grand macro liquidity play, propelled by the trifecta of fiscal folly: AI arms races, military escalations, and the global abandonment of just-in-time supply chains. “The bull market began in earnest when the US attacked Iran on February 28th,” he writes, as if geopolitical chaos is merely a prelude to crypto gains. One might ask how exactly a missile strike catalyzes blockchain adoption, but Hayes, ever the optimist, has already moved on to the next point.




