🚹 "Arthur Hayes says this BTC dip isn’t random — it’s a warning"

While Nasdaq is flat, Bitcoin is sliding. Hayes calls BTC a “liquidity litmus test” — it reacts to tightening credit faster than stocks. In past cycles (2020, 2022), crypto moved before traditional markets fully priced stress.

His thesis:

‱ AI-driven job disruption → loan defaults rise

‱ Banks take losses

‱ Fed responds with liquidity

‱ More dollars = stronger case for scarce assets

__Short term? He doesn’t rule out $60K if macro tightens further.

__Long term? If liquidity returns, Bitcoin benefits.

"Same pattern, different cycle"

Question is simple:

Has $BTC already priced the stress — or is the real flush still ahead?


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$ERA

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