Bitcoin’s Bullish Surge: Treasury Liquidity Fuels Rally Toward $100,000

In a recent analysis, Arthur Hayes, co-founder of BitMEX and principal of Maelstrom Capital, highlighted the US Treasury's pivotal role in driving the current bull market for risk assets, with Bitcoin at the forefront. Hayes emphasized that the Treasury's quarterly refunding announcements, rather than Federal Reserve policies, are the key catalysts behind Bitcoin's upward trajectory. During a live-streamed interview, he downplayed the influence of Fed Chair Jerome Powell, stating, "Powell hasn’t really mattered for many years." This perspective underscores a shifting dynamic in macroeconomic liquidity drivers, positioning Bitcoin for a potential surge toward the $100,000 mark. As of July 2025, market participants are advised to monitor Treasury actions closely, as they may hold the key to Bitcoin's continued bullish momentum.

Bitcoin Soars Toward $100,000 As Treasury, Not Fed, Drives Liquidity: Expert

Arthur Hayes, co-founder of BitMEX and principal of Maelstrom Capital, asserts that the US Treasury—not the Federal Reserve—is fueling the current bull market in risk assets, with bitcoin leading the charge. During a live-streamed interview, Hayes advised traders to disregard Fed Chair Jerome Powell and focus instead on the Treasury's quarterly refunding announcements. "Powell hasn’t really mattered for many years," Hayes said, dismissing the Fed's decision to maintain interest rates. "The real show is at the Treasury Department."

Hayes's argument hinges on a liquidity dynamic that prioritizes Treasury actions over Fed policy. This perspective challenges conventional market wisdom, which often overweights the Fed's influence. Bitcoin's rally toward $100,000 reflects this shift, as institutional and retail investors alike recalibrate their strategies around Treasury-driven liquidity.

Bitcoin Solaris Mobile Platform Challenges Traditional Mining Paradigms

Bitcoin mining is undergoing a radical transformation with the launch of Bitcoin Solaris, a mobile-first platform that eliminates the need for expensive, energy-intensive hardware. For years, the sector has been dominated by ASIC miners and GPU rigs, requiring significant capital and technical expertise. Now, smartphone users can participate directly—without the prohibitive costs or environmental impact of traditional mining operations.

The shift comes as the industry grapples with rising electricity demands and centralized mining pools. Bitcoin Solaris' approach could democratize access to block rewards, potentially redistributing mining power away from industrial-scale operations. Early adopters report seamless integration, though questions remain about long-term scalability and security.

Bitcoin Price Breaks Back Above $100,000 Amid Trade Optimism and ETF Inflows

Bitcoin surged past the $100,000 threshold on Thursday, fueled by renewed optimism over U.S.-China trade talks and robust institutional demand. The cryptocurrency reached an intraday high of $100,131 before settling slightly below the milestone. This rally marks a 30% rebound from April's lows, when market sentiment was dampened by tariff tensions.

Trade détente hopes are driving the momentum, with Treasury Secretary Scott Bessent's planned meeting with Chinese officials seen as a potential catalyst for de-escalation. Institutional inflows into Bitcoin ETFs continue to underscore growing mainstream acceptance of digital assets as a legitimate asset class.

Standard Chartered Revises Bitcoin Target Upward, Suggests $120K May Be Conservative

Standard Chartered's head of digital assets, Geoffrey Kendrick, has retracted his earlier $120,000 Bitcoin price projection, conceding the target now appears undervalued. The cryptocurrency's momentum toward $100,000 has prompted the analyst to declare the milestone "very achievable"—with potential for further upside.

Market observers note the bank's revised stance reflects growing institutional confidence in Bitcoin's bull cycle. Kendrick initially forecasted new all-time highs by Q2 2025, but accelerating adoption metrics and ETF inflows have surpassed many traditional finance models.

Bitcoin Nears $100K Milestone Amid Bullish Trade Sentiment

Bitcoin's rally accelerates as the BTC/USD pair approaches the psychologically significant $100,000 level, building on a three-day advance from its May 6 low of $93,352. Market Optimism has been fueled by easing trade tensions, including progress in US-China negotiations and the announcement of a US-UK trade agreement.

The cryptocurrency faces strong resistance at the six-figure threshold, though any pullbacks are expected to be shallow. Technical support now sits at the 61.8% Fibonacci retracement level of the $109,582-$74,389 range, reinforced by the ascending 10-day moving average.

Institutional interest continues to grow as the macroeconomic environment improves, with traders positioning for further gains should trade de-escalation continue. The market appears to be entering a new phase of price discovery above previous all-time highs.

Bitcoin Eyes $100K as Bull Run Gains Momentum

Bitcoin surged past $99,000, signaling the start of a historic bull run. Analysts now predict a potential climb to $150,000 by year-end, fueled by market uncertainty and institutional confidence. Former BitMEX CEO Arthur Hayes likens the current rally to the 2022-2025 cycle, declaring himself 'all in' on BTC.

The crypto market's upward trajectory appears driven by macroeconomic factors and pent-up demand. Hayes suggests monetary policy turbulence in traditional markets is accelerating capital rotation into digital assets. This momentum could spill over into altcoins, though Bitcoin remains the primary beneficiary of institutional flows.