Arthur Hayes | Crypto

Arthur Hayes said he dumped his HYPE and NEAR holdings after warning markets may peak before September and AI IPOs could drain liquidity. BitMEX co-founder Arthur Hayes said he dumped his Hyperliquid (HYPE) and Near Protocol (NEAR) token holdings, reversing course after previously assigning aggressive upside targets to both assets. Hayes cited higher energy prices due to the ongoing Middle East conflict, three forthcoming “mega AI IPOs” by the third quarter of 2026 and predictions that US President Donald Trump would turn “anti-AI” to help Republicans win the US midterm elections.  “I think highs in mrkts will happen btw now and September,” wrote Hayes in a Thursday X post, adding that it was “time to take profit.” Read more

NEAR is mirroring a 2023–2024 fractal that preceded a 250% rally, hinting at similar upside in 2026 as privacy coin demand grows. Near Protocol's native token, NEAR, has the potential to grow 20x by 2027, according to Arthur Hayes, co-founder of the crypto derivatives exchange BitMEX. Key takeaways: Speaking on The Rollup podcast, Hayes said NEAR’s bullish case rests on NEAR Intents, a feature that lets AI agents move assets privately across blockchains without dealing with bridges, multiple wallets or fragmented liquidity. Read more

Arthur Hayes, the BitMEX co-founder who now runs Maelstrom, said bitcoin's return to its October high is a "foregone conclusion," and he is taking his fund to maximum risk, with HYPE, ZEC, and NEAR as his top altcoin picks.

All that matters for bitcoin’s value proposition is fiat liquidity, said Arthur Hayes, CIO of Maelstrom, at Consensus Miami 2026.

Arthur Hayes targets $500K–$750K BTC by end-2026 but flags AI deflation as the biggest risk. Bitcoin trades at $72,766 with $76K resistance in focus. Full analysis inside. The post Bitcoin Price Prediction: Arthur Hayes on AI, Oil Price, and War Against Crypto appeared first on Cryptonews.

HYPE technical setup points to an initial breakout toward $50, with growing demand for macro-linked perps adding to the upside case. Hyperliquid (HYPE) may hit $150 by August, according to BitMEX co-founder Arthur Hayes. Key takeaways: CEX volume rotation and demand for macro-linked markets, including oil, are boosting HYPE’s bull case. Read more

In a Cointelegraph interview, Arthur Hayes explains why global markets may not be pricing in a longer war in the Middle East, and what that may mean for energy prices, liquidity and Bitcoin. As geopolitical tensions escalate and global markets face a new wave of uncertainty, one asset has been behaving in an unexpected way: Bitcoin. While the Middle East slides deeper into conflict and energy markets react to potential supply disruptions, the world’s largest cryptocurrency has held up relatively well compared to many traditional assets. For some observers, that resilience raises an important question: Could Bitcoin be signaling something about the macro environment that markets haven’t fully priced in? Read more

Arthur Hayes warns that AI-related job losses will spark a credit crisis, forcing central banks to print money, which will drive Bitcoin to new all-time highs. The divergence between Bitcoin and tech stocks is a warning sign of a potential artificial intelligence-driven credit crisis that could lead to more central bank money printing, says Arthur Hayes.  “Bitcoin is the global fiat liquidity fire alarm. It is the most responsive freely traded asset to the fiat credit supply,” said the crypto entrepreneur in his latest blog post on Wednesday. Hayes went on to caution that the recent divergence between Bitcoin (BTC) and the tech-heavy Nasdaq 100 Index “sounds the alarm that a massive credit destruction event is nigh.” Read more

Arthur Hayes warns Bitcoin's divergence from a flat Nasdaq signals an AI-driven credit crisis, but experts say the timeline is overstretched.

The BitMEX co-founder's latest Substack essay argues the US Fed’s liquidity program mirrors quantitative easing mechanics that favor Bitcoin and other scarce assets. Arthur Hayes, co-founder and former CEO of crypto exchange BitMEX, argued in a Substack essay published Friday that the Federal Reserve’s new “reserve management purchases” (RMP) program is effectively a rebranded form of quantitative easing. Hayes argues that by buying short-term Treasury bills and recycling liquidity through money markets, the Fed is effectively financing government spending while avoiding the political stigma of quantitative easing, even as officials frame the program as a technical liquidity operation. Hayes said policies like RMP expand fiat liquidity and, in his view, favor scarce assets such as Bitcoin, gold and silver. Read more

The BitMEX co-founder's latest Substack essay argues the US Fed’s liquidity program mirrors quantitative easing mechanics that favor Bitcoin and other scarce assets. Arthur Hayes, co-founder and former CEO of crypto exchange BitMEX, argued in a Substack essay published Friday that the Federal Reserve’s new “reserve management purchases” (RMP) program is effectively a rebranded form of quantitative easing. Hayes argues that by buying short-term Treasury bills and recycling liquidity through money markets, the Fed is effectively financing government spending while avoiding the political stigma of quantitative easing, even as officials frame the program as a technical liquidity operation. Hayes said policies like RMP expand fiat liquidity and, in his view, favor scarce assets such as Bitcoin, gold and silver. Read more

Arthur Hayes says Monad’s token structure makes it vulnerable to a brutal selloff, while predicting money printing will fuel the next major crypto rally. Crypto veteran Arthur Hayes has issued a warning over Monad, saying the recently launched layer-1 blockchain could plunge as much as 99% and end up as another failed experiment driven by venture capital hype rather than real adoption. Speaking on Altcoin Daily, the former BitMEX chief described the project as “another high FDV, low-float VC coin,” arguing that its token structure alone puts retail traders at risk. FDV stands for Fully Diluted Value, which is the market value of a crypto project if all its tokens were already in circulation. According to Hayes, projects with a large gap between FDV and circulating supply often experience early price spikes, followed by deep selloffs once insider tokens unlock. “It’s going to be another bear chain,” Hayes said, adding that while every new coin gets an initial pump, that does not mean it will develop a lasting ...

Arthur Hayes predicts equity perps on crypto exchanges will overtake CME-style futures and hollow out legacy stock markets.

Arthur Hayes today urged Zcash holders to pull coins from exchanges and move them into shielded addresses. The former BitMEX CEO also disclosed that ZEC is now his second-largest position after Bitcoin. He framed the trade around reducing exchange balances and leaning into Zcash’s shielded pools, which slows how quickly coins recycle back into order […] The post Arthur Hayes’ ‘Withdraw and Shield’ Zcash War Cry Could Make ZEC’s Next Move Its Wildest Yet appeared first on CryptoSlate.

Zcash (ZEC) soared more than 400% over the past month, climbing above $700 before easing to $548 amid a rally in privacy-focused cryptocurrencies. BitMEX co-founder Arthur Hayes has revealed that Zcash (ZEC) is now the second-largest holding in his family office Maelstrom, trailing only Bitcoin (BTC). “Due to the rapid ascent in price, ZEC is now the 2nd largest *LIQUID* holding in MaelstromFund portfolio behind BTC,” he wrote in a Friday post on X. The disclosure comes amid a sharp rally in Zcash, which has climbed from a low of $137 to over $730 in the past month, representing an increase of more than 400%.   Read more

Zcash (ZEC) soared more than 400% over the past month, climbing above $700 before easing to $548 amid a rally in privacy-focused cryptocurrencies. BitMEX co-founder Arthur Hayes has revealed that Zcash (ZEC) is now the second-largest holding in his family office Maelstrom, trailing only Bitcoin (BTC). “Due to the rapid ascent in price, ZEC is now the 2nd largest *LIQUID* holding in MaelstromFund portfolio behind BTC,” he wrote in a Friday post on X. The disclosure comes amid a sharp rally in Zcash, which has climbed from a low of $137 to over $730 in the past month, representing an increase of more than 400%.   Read more

Zcash rallied 490% in the last 30 days and also crossed the $5 billion market capitalization threshold for the first time on Sunday. Privacy-focused cryptocurrency Zcash has surged 30% in the last 24 hours after crypto entrepreneur Arthur Hayes predicted the token would eventually reach $10,000.  Zcash rallied from $272 to a peak of $355 in the hours after Hayes’s “vibe check” post on X on Sunday with the bullish prediction, outperforming all other top 50 tokens by market capitalization over the same time frame. This isn’t the first time Hayes’ predictions have been linked to a token’s rise. At the August WebX 2025 conference in Tokyo, he stated that Hyperliquid’s HYPE token could increase 126 times over the next three years, which resulted in a 4% spike for HYPE. Read more

Federal Reserve Governor Christopher Waller proposed a new payment account on Oct. 21 that would grant stablecoin issuers and crypto firms direct access to Fed payment rails without full master account privileges. The announcement at the Fed’s inaugural Payments Innovation Conference marked a reversal from the central bank’s guarded stance toward digital asset firms. Waller […] The post Fed opens a narrow payments door to stablecoin issuers, Arthur Hayes warns of bank fallout appeared first on CryptoSlate.

Hayes previously predicted that Bitcoin’s price would soar to $250,000 when the Bank of Japan pivoted to quantitative easing measures. Japan’s new Prime Minister, Sanae Takaichi, announced a package of economic stimulus measures on Tuesday to ease the impact of inflation on households. The move, some crypto observers said, may drive more capital into Bitcoin. The stimulus measures include subsidies for electricity and gas charges, as well as regional grants to ease price pressure and encourage small to medium-sized businesses to raise wages. BitMEX co-founder Arthur Hayes viewed the development as a precursor to more fiat money printing by Japan’s central bank, which may catalyze Bitcoin’s (BTC) rise to $1 million. Read more

Arthur Hayes has pursued a $250M raise for Maelstrom’s first equity fund to acquire profitable off-chain crypto firms via SPVs with institutional backing. The move has come as crypto M&A has hit $10B in Q3 2025, with deals like Coinbase–Deribit and Ripple–Hidden Road. The post Arthur Hayes’ Family Office Targets $250M Fund to Back Mid-Sized Crypto Firms: Report appeared first on Cryptonews.