Arthur Hayes, co-founder of the BitMEX exchange , predicted a significant increase in bitcoin BTC $82,428.58 Bitcoin -1.54% Market capitalization $1.64 trillion VOL. 24 hours $1.02 billion to $ 110,000, after which he expects it to correct to $ 76,500. In his opinion, the main driver of such a breakthrough will be a change in the monetary policy of the US Federal Reserve from tight (QT) to soft (QE). This means a return to large-scale liquidity injections into the economy, which traditionally fuels demand for risky assets, including bitcoin.
Hayes is confident that potential economic restrictions, such as duties or other trade barriers, will not significantly affect the bitcoin rate. Moreover, he believes that inflation is a temporary phenomenon that cannot stop the growth of the main cryptocurrency.
Marcus Tillen, the founder of 10X Research, also supported the positive scenario. In his report, he noted that bitcoin has already reached a local bottom and is ready for a gradual recovery. In his opinion, the Fed’s restrained stance on inflation and Trump’s flexibility on tariffs may become additional factors in stabilizing and growing the market.
Tillen also drew attention to the behavior of large bitcoin holders, as they set the trend and mostly remain long-term players. Another positive signal, he said, is the resumption of inflows into US spot bitcoin ETFs. According to Farside Investors, these funds raised about $ 744 million last week alone, of which $ 537 million came from BlackRock.
Despite the positive market sentiment, Tillen noted that there is no clear catalyst for a sharp increase.