Warning: Arthur Hayes Went Zero Trades in Q1 2026 While $BTC Sits at $75,000
Hayes runs Maelstrom. He made zero trades last quarter. $BTC at $75,000 and he is not entering.
The signal: Fed liquidity has not arrived. AI is wiping out knowledge workers. Credit risk is rising. Hormuz conflict pressures the dollar.
$BTC breakout needs the Fed to print. That is the only trigger Hayes is watching. Until the liquidity arrives, $BTC stays in the no-trade zone.
When the Fed moves, $BTC breaks out.