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.