#ArthurHayes’LatestSpeech is getting solid attention right now, and for good reason.
In his recent comments at Bitcoin 2026 and in his latest writings, Arthur Hayes doubled down on his bullish outlook. He predicts $BTC could reach $125,000 by the end of 2026, driven mainly by massive liquidity from war spending, continued U.S. banking deregulation, and eventual Fed easing.
He described the current environment as a “no-trade zone” in the short term due to geopolitical tensions and macro uncertainty, but believes the bigger picture remains strongly in Bitcoin’s favor once liquidity returns. Hayes also touched on AI replacing knowledge workers and how that deflationary pressure might eventually force central banks to act.
Whether you agree with his aggressive targets or not, Hayes remains one of the few voices who consistently ties macro liquidity cycles directly to Bitcoin’s long-term path. His views often spark healthy debate in the community.
Always worth listening to, even if you take the price predictions with a grain of salt.
#ArthurHayes #Enformer #bitcoin
