Arthur Hayes Warns: Bitcoin Faces Turbulence as Geopolitical Storm Clouds Gather
Bitcoin''s bull run hits a crossroads as macro winds shift.
Hayes—never one to mince words—paints a stark picture: Rising global tensions could slam crypto''s liquidity lifeline. When nation-states flex financial muscles, decentralized assets get caught in the crossfire.
Here''s the kicker: Every ''risk-off'' tremor in traditional markets sends shockwaves through crypto. But let''s be real—since when has Bitcoin cared about Wall Street''s playbook?
The irony? While central banks play monetary whack-a-mole, BTC''s code stays ruthlessly predictable. Maybe that''s why hedge funds still can''t decide whether it''s digital gold or a high-beta tech stock.
One thing''s certain: In a world where the Swiss franc gets more volatile than crypto, all bets are off.

Trump’s renewed tariff rhetoric has already spooked traditional markets. Equity futures have dipped in both the U.S. and Europe, the dollar weakened, and investors are rotating into SAFE havens like gold and treasuries. Behind the scenes, Trump’s team is also said to be pursuing bilateral trade deals with countries like India and Japan—moves that could further reshape global trade dynamics.
With economic policy in flux and Bitcoin stuck below key resistance, the market’s next moves may hinge less on technicals and more on geopolitics. Hayes’s message? Stay grounded—because things could get choppy fast.