🚨 Arthur Hayes Returns With a $125K $BTC Call!
Speaking at Bitcoin Vegas 2026 Arthur Hayes said he has turned more bullish on Bitcoin and now sees $125,000 by year end. His thesis is built on one core idea more liquidity is coming. Hayes linked that view to wartime spending, easier bank balance sheet rules, and a shift in the market narrative from AI driven credit deflation to wartime inflation.
The key points from the speech👇🏻
• Hayes says the enhanced supplementary leverage ratio change that took effect on April 1 can support much more bank lending
• He cited an S&P Global estimate of $1.3T in new lending capacity
• He also pointed to a projected $1.5T U.S. defense budget as another liquidity driver
The message is clear. Hayes is no longer focused on AI credit stress. He is focused on money creation.
And in his view that shift is bullish for Bitcoin.