Arthur Hayes, co-founder of BitMEX, is sending a clear message to crypto investors: “Buy everything.” His call comes amid rising market stress and new signs of support from the U.S. Federal Reserve.
Fed Signals May Fuel Bitcoin Rally
In a recent post on X , Hayes explained why he believes the time is right to go all-in on risk assets like Bitcoin. He pointed to the surging 10-year U.S. Treasury yield, now above 4.5%, as a key warning sign that could spark intervention from the Federal Reserve.
According to Hayes, if bond market pressures continue, the Fed may be forced to inject liquidity. That kind of stimulus, he says, often leads to an “up only” mode in crypto.
The Fed Hints at Action—But Carefully
Supporting his view, Susan Collins, President of the Boston Fed, recently told the Financial Times that the central bank is ready to act if markets show signs of liquidity strain. However, she made it clear that interest rate cuts won’t be the first response.
“The core interest rate tool… is not the only tool in the toolkit and probably not the best way to address liquidity challenges,” Collins stated.
This suggests the Fed may lean on other strategies—like repo operations or asset purchases—to keep financial systems stable. These tools typically benefit risk-on markets, including crypto.
Tariff Tensions Add Fuel to the Fire
At the same time, macroeconomic uncertainty is rising fast. Former President Trump’s new tariffs—up to 145% on Chinese goods—have sparked a strong reaction from Beijing. In response, China raised tariffs on American imports to as high as 125%.
Though the new U.S. tariff plan is on a temporary 90-day pause, the damage may already be done. These developments have increased the risk of inflation, job losses, and weaker growth. Wall Street is feeling the pressure, with equity markets selling off and U.S. Treasuries flashing warning signs.
Why Hayes Believes It’s Time to Accumulate
For Hayes, these events aren’t a reason to panic—they’re a strategic buying opportunity. His view: as global instability grows, central banks will have no choice but to step in. When that happens, liquidity will flood the system, and Bitcoin could benefit the most.
Crypto investors are already watching closely. If Hayes is right, this could be a turning point for Bitcoin and the broader digital asset market.
Bottom line? Arthur Hayes is betting that the Fed’s next move, coupled with global financial tension, marks a strong Bitcoin buy signal.
