Arthur Hayes Makes Shocking Bitcoin Prediction For Year-End
The post Arthur Hayes Makes Shocking Bitcoin Prediction For Year-End appeared on BitcoinEthereumNews.com.
Arthur Hayes is standing by his prediction that Bitcoin could reach $200,000–$250,000 by the end of 2025, despite the October–November crash and lingering market fear. Speaking on the Milk Road Show on November 26, he said the recent drop to $80,000 marked the cycle bottom and argued that global dollar liquidity has turned a corner. “I’m going to stick with it,” Hayes said when asked if his $200,000–$250,000 target still holds with only weeks left in the year. “If I’m wrong it doesn’t matter… I’m long, I’m still happy either way.” Sponsored Sponsored Hayes Calls $80,000 the Bottom After Liquidity Shock Hayes framed the entire move from Bitcoin’s $125,000 high down to $80,000 as a liquidity-driven reset, not the start of a new bear market. He said his Bloomberg-based US dollar liquidity index showed about $1 trillion drained from dollar money markets between July and now. This came from the US Treasury refilling its account and the Federal Reserve continuing quantitative tightening. People think Bitcoin runs on halving cycles. Wrong. It runs on liquidity, politics and the US business cycle. Which hasn’t even started yet. 2026 is where the fireworks starts:– QT ending – The US Midterm election– Booming economy and stock market for reelection purposes-… pic.twitter.com/aiyOOlODm1 — Quinten | 048.eth (@QuintenFrancois) November 28, 2025 According to Hayes, Bitcoin ignored that liquidity drain for months because ETF inflows and Digital Asset Treasury (DAT) issuances masked the damage. Once those flows flipped, he said, Bitcoin “fell down to where it should have been based on the dollar liquidity situation.” Sponsored Sponsored ETF “Institutional Bid” Was Just a Basis Trade Hayes argued that the widely celebrated ETF bid was badly misunderstood by retail traders. The largest holders of BlackRock’s IBIT ETF are firms like Brevan Howard, Goldman Sachs, Millennium, Jane Street and…
Filed under: News - @ November 29, 2025 2:11 am