🚨 ARTHUR HAYES: YEN CRISIS COULD TRIGGER THE NEXT LIQUIDITY WAVE FOR BITCOIN

BitMEX co-founder @CryptoHayes warns that the sharp decline in the Japanese yen and falling JGB prices may be signaling deeper stress in the global fiat system — and a potential policy response from the Fed and U.S. Treasury.

Hayes argues that coordinated intervention, possibly via balance sheet expansion to stabilize Japan’s FX and bond markets, would inject fresh global liquidity — a scenario historically bullish for #Bitcoin and risk assets. While he has trimmed leveraged BTC-linked positions like #Strategy and #Metaplanet for now, he says he will re-enter if this thesis plays out.

In the meantime, his fund Maelstrom continues accumulating #Zcash , holding core #DeFi positions steady, and stands ready to add ENA, ETHFI, PENDLE, and LDO if monetary expansion resumes.