In a significant market commentary, BitMEX co-founder Arthur Hayes has announced a strategic pause on his Bitcoin purchases, tying his future investment decisions directly to the monetary policy actions of the U.S. Federal Reserve. Hayes, a prominent and often bullish voice in the cryptocurrency space, stated he will withhold deploying further capital until the Fed resumes its quantitative easing (QE) programs. His decision is guided by a proprietary 'Net Liquidity' metric, which he uses to gauge the macroeconomic fuel available for a sustained Bitcoin rally. According to his analysis, current conditions lack the necessary monetary expansion to propel Bitcoin convincingly beyond the $90,000 threshold. This stance from a major industry figure underscores a growing narrative that Bitcoin's next major price movement is intrinsically linked to traditional finance liquidity cycles, marking a pivotal moment where crypto market sentiment is explicitly waiting on central bank signals.

Arthur Hayes Halts Bitcoin Purchases, Awaits Fed Liquidity Expansion

BitMEX co-founder Arthur Hayes has declared a strategic pause on Bitcoin acquisitions, signaling he won't deploy capital until the Federal Reserve resumes quantitative easing. His 'Net Liquidity' metric—which deducts Treasury General Account and Reverse Repo balances from the Fed's balance sheet—indicates insufficient monetary support for Bitcoin's breakout beyond $90,000.

'If I had $1 to invest right now, would I put it into Bitcoin? No,' Hayes stated on CoinStories. He views current price action as a trap for momentum traders, emphasizing that geopolitical tensions alone cannot sustain rallies without fundamental liquidity backing.

The market now watches for Fed policy shifts as Hayes' framework becomes a bellwether for institutional crypto strategies. His stance reflects growing scrutiny of macroeconomic drivers in digital asset valuation.

Large BTC Holders Resume Accumulation Amid Market Volatility

Bitcoin's price resilience at $69,000 underscores its evolving role as a geopolitical hedge. Despite swings between $71,000 and current levels during Iran-US tensions, the asset demonstrates remarkable stability for a market still in its adolescence.

Whale activity signals brewing momentum. Entities holding 1,000-10,000 BTC have re-entered accumulation mode, according to CryptosRUs data. Historical patterns suggest such on-chain behavior often precedes rallies, though market makers may test lower liquidity zones first.

Hayes Adopts Cautious Stance on Bitcoin Amid Macro Uncertainty

BitMEX co-founder Arthur Hayes advocates a wait-and-see approach to Bitcoin accumulation, citing insufficient liquidity conditions for sustainable rallies. His analysis hinges on Federal Reserve policy shifts as the critical catalyst for crypto market reversals.

Current price action—Bitcoin trades 45% below its 2025 peak—reflects tightening global liquidity. Hayes specifically highlights geopolitical tensions as secondary to monetary policy in driving crypto valuations.

The veteran trader's framework suggests institutional capital remains sidelined until central banks reignite dollar liquidity. This contrasts with retail traders chasing meme coins like DOGE, SHIB, and PEPE during market stagnation.

CBI Arrests Darwin Labs Co-Founder in ₹20,000 Crore Bitcoin Scam

The Central Bureau of Investigation (CBI) has made a landmark arrest in one of India's largest financial frauds. Ayush Varshney, co-founder and CTO of Darwin Labs, was apprehended at Mumbai airport while attempting to flee to Colombo. The scam, involving fake Bitcoin investments, defrauded thousands of investors of over ₹20,000 crore.

Darwin Labs served as the technical backbone of the operation, creating tools like the "MCAP" token and a sham Bitcoin mining pool to lure victims. Varshney's arrest follows a prolonged evasion, prompting the CBI to issue a Look Out Circular. The case underscores India's crackdown on crypto-related financial crimes.

Bitwise CIO Predicts Bitcoin Could Surpass $1 Million, Citing Historical Gold ETF Parallels

Bitwise Chief Investment Officer Matt Hougan has joined a growing chorus of crypto bulls who believe Bitcoin's price could eventually exceed $1 million. The prediction comes as analysts draw comparisons between Bitcoin's recent ETF approval and gold's market trajectory after its 2004 ETF launch.

Hougan frames Bitcoin as "digital gold"—a store of value that enables wealth preservation outside traditional financial systems. With the total store-of-value market currently valued at $38 trillion (dominated by gold's $36 trillion share), Bitcoin's $1.4 trillion capitalization represents just 4% of the sector. The CIO notes this ratio mirrors gold's $2.5 trillion valuation when its first ETF launched, suggesting similar growth potential for BTC.

Market dynamics remain fluid, however. Hougan cautions that gold's expansion was fueled by macroeconomic crises—a factor that could similarly accelerate Bitcoin's adoption. The analysis excludes discussion of other cryptocurrencies, focusing exclusively on BTC's institutional investment thesis.

Belarus Tightens Crypto Regulations, Imposes Taxes on P2P and Foreign Trades

Belarus, once a Bitcoin-friendly jurisdiction, is tightening its grip on the cryptocurrency market. The Ministry of Taxes and Duties has clarified that peer-to-peer transactions and trades on foreign platforms are no longer tax-exempt. Crypto holders must declare income from these activities in their annual returns by March.

The shift comes despite Minsk's earlier embrace of digital assets, including the legalization of crypto banking and mining under a 2017 decree. "The cryptocurrency market is constantly evolving," said Andrei Kovalevsky of the tax department, acknowledging the speculative appeal of assets like Bitcoin.

While Belarus maintains a regulated framework for digital tokens, the new measures aim to curb capital outflows and monitor domestic crypto activity more closely. The policy reversal signals a broader trend of governments balancing innovation with fiscal oversight in the digital asset space.