Arthur Hayes Foresees Bitcoin’s ’Perfect Storm’ Rally in 2025—Wall Street Left Scrambling

Bitcoin’s price is primed for a historic surge in 2025, according to crypto heavyweight Arthur Hayes. The ex-BitMEX CEO points to a cocktail of macroeconomic factors—halving-driven scarcity, institutional FOMO, and the Fed’s inevitable pivot—as rocket fuel for BTC.

Wall Street’s latecomers, meanwhile, will be left buying the top (as usual).

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Hayes also pointed to recent policy adjustments, such as the Fed reducing its Treasury runoff cap, as initial steps signaling a shift toward easing.

“If my analysis of the Fed’s major pivot from QT to QE for treasuries is correct, then Bitcoin hit a local low of $76,500 last month, and now we begin the ascent to $250,000 by year-end,” he added.

Treasury Buybacks and Hidden Liquidity

QE isn’t the only liquidity lever, Hayes warned. Treasury buybacks—swapping fresh debt for old, stale bonds—are back in fashion as well.

It’s liquidity injection without the political baggage of “stimulus.” Hayes called it a stealth move that quietly props up risk assets like Bitcoin by keeping hedge funds flush.

Add to that the rising U.S. deficit, slumping tax revenue, and political gridlock—and the pressure to keep markets greased is only mounting.

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Hayes pointed to April 2, when Trump’s tariff bluster pushed the MOVE Index to 172—levels that forced intervention in 2022. The message is that we’ve been here before, and the response may look eerily familiar.

Arthur Hayes Bold Predictions for 2025

Hayes’ forecast of $250,000 for Bitcoin hinges on this macroeconomic backdrop of liquidity injections and monetary policy shifts. He has closely observed Bitcoin’s past reactions to similar conditions and is confident of its upside potential.

Beyond Bitcoin, Hayes is optimistic about Ethereum and other major cryptocurrencies benefiting from increased capital inflow.

“Now is the time to accumulate Bitcoin, Ethereum, and other crypto assets,” he told audiences at TOKEN2049, urging bold action in a climate ripe for growth.

Ending his speech, Hayes left audiences with a clear directive: “Take out your phones and buy Bitcoin. You could become rich.”

Key Takeaways

• Arthur Hayes didn’t pull punches in Dubai. At TOKEN2049, the ex-BitMEX chief laid out a straight-shot prediction: Bitcoin at $250K by the end of 2025.
• Hayes pointed to April 2, when Trump’s tariff bluster pushed the MOVE Index to 172—levels that forced intervention in 2022