Arthur Hayes Says Fed Could Ease Policy if US-Iran Conflict Escalates
Arthur Hayes argues that prolonged US military engagement with Iran could prompt monetary easing, potentially expanding liquidity and influencing crypto markets.
Arthur Hayes argues that prolonged US military engagement with Iran could prompt monetary easing, potentially expanding liquidity and influencing crypto markets.
Stablecoin reserves on Binance have declined nearly 19% since November, reflecting weaker inflows and broader liquidity tightening across crypto markets.
Bitcoin approached $68,000 during a broad crypto rebound as gold strengthened and geopolitical tensions and macro uncertainty weighed on overall risk appetite.
Arthur Hayes warns Bitcoin’s divergence from the Nasdaq could signal tightening dollar liquidity and an emerging AI-driven credit cycle, though analysts say the timeline for disruption may be overstated.
US spot Bitcoin ETFs recorded $410 million in net outflows as bitcoin slipped below $66,000, reflecting macro-driven pressure and weaker institutional flows.
US spot Bitcoin ETFs attracted $145 million in new inflows as Bitcoin hovered near $70,000, adding to signs that institutional selling pressure is easing.
Bernstein analysts maintained a $150,000 Bitcoin target for 2026, arguing the recent sell-off reflects a confidence shock rather than structural market stress.
Tether has quietly accumulated around 140 tons of gold, positioning itself among the world’s largest non-sovereign bullion holders as it expands beyond stablecoins into physical reserves.
Tom Lee forecasts a potential new Bitcoin high in January and outlines a volatile but constructive outlook for crypto and equities in 2026.
Gold and silver extend their steep year-to-date rally while Bitcoin stalls, as investors hedge the risk of a Federal Reserve policy error and brace for next week’s rate decision.