Arthur Hayes: The Bitcoin bull market began after the Iran conflict on February 28; he is bullish on liquidity-driven upside in crypto markets.
Source：
cryptohayes.substack.com
In his latest article, Arthur Hayes stated that the current bull market in the crypto sector officially began following the U.S. military action against Iran on February 28. He believes that expanding AI capital expenditures, increased investment in energy and infrastructure, and monetary easing by both the U.S. Federal Reserve and the People’s Bank of China will drive continued credit expansion for both the U.S. dollar and the Chinese yuan—thus benefiting Bitcoin and other crypto assets. Hayes forecasts that Bitcoin’s return to $126,000 is “all but certain.” Additionally, he noted that, aside from Hyperliquid (HYPE) and Zcash (ZEC), NEAR is also among the tokens he is watching closely.
