Arthur Hayes “Bitcoin, ‘Only Rising’ Phase Entry…Now Is The Asset Purchase Timing”

Susan Collins Boston Fed President Who Hinted At Fed's Liquidity Supply Expansion (Source: Reuters)

Arthur Hayes, Co-founder Of BitMEX, Diagnosed That The Cryptocurrency Market Including Bitcoin Has Entered Into A Full-fledged Bull Market, Saying That Now Is The "Time To Buy All Assets."

On The 11th (Local Time), Hayes Emphasized On His Social Media X (Formerly Twitter) That "Bitcoin Has Now Entered The 'UP ONLY' Phase" And "Considering The Overall Market Situation, Now Is The Right Time To Invest In All Risk Assets Including Cryptocurrencies."

He Noted That The U.S. 10-year Treasury Yield Recently Surpassed 4.5%. This Typically Reflects Market Concerns About Inflation Or Liquidity Shortages, But Hayes Interpreted It As A Signal Of Early Intervention By The Federal Reserve (Fed). "The Possibility Of Resuming Liquidity Supply Is Increasing."

In Particular, He Weighed In On The Fed's Potential Intervention By Quoting Susan Collins, President Of The Boston Federal Reserve Bank. President Collins Stated, "The Functioning Of The Market Is Currently Stable, But If A Liquidity Crisis Occurs, The Fed Is Ready To Intervene," And "More Direct Liquidity Supply Tools May Be More Appropriate Than Adjusting The Policy Rate."

Regarding This Statement, Hayes Stated That "It's Time For The Central Bank To Move Again" And Predicted That The Fed Will Have No Choice But To Return To A Dovish Policy To Stabilize The Financial Market Amid The Expanding Tariff War And Economic Uncertainty.

He Further Emphasized That "Now Is A Time That Requires Courage Over Fear," And "In This Macro Environment, Assets Including Bitcoin Need To Be Accumulated."

The Market Is Interpreting Hayes's Remarks As Not Just Optimism, But As A Pointing Out Of Potential Changes In Fed Policy And A Turning Point In Global Investment Strategy. In Particular, Amid Complex Variables Such As The Tariff War, Liquidity Tightening Concerns, And Surging Treasury Yields, Bitcoin Is Being Accepted As A Signal That It Can Further Strengthen Its Role As An Alternative Investment.