Bitcoin’s Growth Potential Highlighted by Hayes’ Tariff-Proof Thesis

Arthur Hayes, a prominent figure in the cryptocurrency world, has offered a compelling thesis on Bitcoin’s future growth potential, especially in the face of tariff threats. Here’s a closer look at his insights and how they impact the cryptocurrency market.

3 New Crypto Projects Riding Arthur Hayes’ Tariff-Proof Bitcoin Thesis

Arthur Hayes, former BitMEX CEO and current CIO of Maelstrom, believes that the latest tariff threats from President Donald Trump are inconsequential for Bitcoin investors. Hayes argues that Federal Reserve Chair Jerome Powell will view the inflationary effects of tariffs as transitory, leading to continued easy monetary conditions. This environment is ripe for Bitcoin’s growth, as more liquidity in the system often drives interest in risk assets like cryptocurrencies.

Bitcoin May Be Gearing Up for a Fresh Rally

Bitcoin’s Sell-Side Risk Ratio has dropped to 0.086%, a level that historically precedes major rebounds. MVRV momentum may flip bullish if the ratio crosses above its 70-day moving average. These low-risk periods often coincide with investors’ hesitation to sell, reducing overhead. The latest drop in the sell-side risk ratio and a potential bullish crossover in MVRV momentum are bringing Optimism back to the market.

Bitcoin MVRV Ratio Nears Key Signal – Next Major Buying Opportunity Ahead?

Bitcoin is facing intense selling pressure with bears eyeing a move below the critical $80,000 support level. After a brief push to $87,000, hopes for a sustained recovery were dashed when the price failed to reclaim the $90,000 resistance. Momentum has shifted to the bears, dragging the market into deeper uncertainty. Macroeconomic instability, fueled by trade war fears and weakening global sentiment, continues to weigh on financial markets, with the crypto space being among the hardest hit. Risk appetite is fading, and Bitcoin’s failure to hold higher ground has added to the pressure. Despite this, some analysts see a potential buying opportunity on the horizon.

8,000 Inactive Bitcoin ($BTC) Shifted Following Years of Dormancy

The crypto market has recently witnessed a noteworthy whale movement. As per the data from Maartunn, a prominent CryptoQuant analyst, up to 8,000 Bitcoin ($BTC) have been moved after staying dormant for years. The respective $BTC amount was reportedly shifted in just one block, worth approximately $674M. Historically, such long-dormant BTC transfers often signal potential sell pressure.

Gold at Record Highs: A Threat for Bitcoin or a Chance to Reclaim $100k?

Gold hit record highs in Q1, suggesting risk-off sentiment. BTC, however, showed resilience by consolidating NEAR its highs despite gold’s surge. Analysts speculate that if gold forms a local top, capital might shift into risk assets like BTC, potentially pushing its price back to $100k in Q2. Gold’s 70% surge over 16 months has pushed its market cap to $20.75 trillion, now $1.25 trillion above the combined top 10 assets. A Bank of America survey found that 58% of fund managers are overweight gold, while only 3% back BTC, limiting Bitcoin’s appeal as a hedge.