Arthur Hayes: The Bitcoin narrative shifts to "wartime inflation," target price $125,000
By: rootdata|2026/04/28 10:42:00
0
Share
BitMEX co-founder Arthur Hayes stated at the "Bitcoin 2026" conference that the narrative in the Bitcoin market is shifting from "AI deflation" to "wartime inflation," and reiterated his bullish stance on Bitcoin, with a target price of $125,000.
Hayes believes that the U.S.-Iran war is driving expectations for inflation and credit expansion, while improvements in bank system liquidity will offset the credit contraction caused by AI. He also mentioned that his liquidity indicators bottomed out last November and have been in sync with Bitcoin's movements.
You may also like
Deconstructing 80 mainstream payment institutions and wallets worldwide
A comprehensive analysis of the global top 100 payment companies. Led by Alipay and WeChat, this article provides insights into the business logic and competitive advantages of over 80 top players.
The MiCA Fast Track for Cryptocurrency Licenses: Why OKX and BVNK Choose Malta
Countdown to the EU MiCA Licensing: Why do crypto giants like OKX choose Malta for their "first license"? A deep dive into the CASP license application process, business portfolio logic, and compliance pitfalls guide.
a16z Crypto: Stablecoins are rebuilding the global financial infrastructure
Stablecoins are evolving from cryptocurrency trading tools into a new infrastructure for global finance. They are not only changing cross-border payments but are also driving bank connectivity, corporate finance, foreign exchange liquidity, on-chain credit, and the globalization of the dollar into a...
ENI's RWA ambition: to create an enterprise-level BaaS platform that allows Web2 institutions to "go beyond just asset on-chain."
What are the differences between RWA 1.0 and RWA 2.0?
Morning Report | a16z releases global financial new stack report; Websea's withdrawal channel suspected of running away; Strategy purchased 3,273 bitcoins last week
Overview of Important Market Events on April 27
The most Crypto group of people is becoming the least Crypto
Hong Kong Carnival × Bangkok Money 20/20 Observation Notes
MSTR STRC In-depth Study: The BTC Financing Flywheel Behind the 11.5% Yield
STRC is a well-designed financing tool that transforms fixed income demand into buying pressure for Bitcoin.
Bitcoin ETF News: $824M Weekly Inflows, BTC Hits $79K as Bitcoin 2026 Conference Opens in Las Vegas
Bitcoin ETF news today shows institutions absorbed 19,000 BTC in just 8 trading days as inflows reached $2.43B in April. With Bitcoin Conference Week underway and BTC testing $79K, traders are watching whether supply pressure could trigger the next breakout.
BNB Chain Spring Report: From New Heights in RWA to Leading the AI Agent Economy, a "Structural Leap" is Happening
How to create a full-link growth flywheel of assets, talent, technology, and value feedback?
Who authorized this? The gray area of x402
Is the AI agent market hiding a "gray industry"? Unveiling the Coinbase x402 ecological crisis: unauthorized third parties are profiting massively by scraping APIs, while the original manufacturers gain nothing! Understand the compliance storm and solutions of the proxy agreement in one article.
What is the background of 5(c) Capital, which has both Polymarket and Kalshi CEOs as investors?
When the archrivals start betting together: The real signal behind 5(c) Capital
This Week's Key News Preview | The Federal Reserve Announces Interest Rate Decision; MegaETH Conducts TGE
Highlights of the week from April 27 to May 3.
Lower the expectations for the next bull market of BTC
Senior investors reveal high-level reduction in positions: In-depth analysis of six major risks including obstacles to sovereign entry, MicroStrategy's financing crisis, and the targeting of tokenized gold; expectations for the next bull market may cool down.
Morning News | Aave announces the establishment of a recovery fund; Michael Saylor releases Bitcoin Tracker information; Vietnam plans to launch a pilot project for crypto assets
Overview of Important Market Events on April 26
Crypto ETF Weekly | Last week, the net inflow for Bitcoin spot ETFs in the U.S. was $823 million; the net inflow for Ethereum spot ETFs in the U.S. was $155 million
GSR enters the cryptocurrency ETF market, launching its first multi-asset cryptocurrency ETF.
How to balance risk and return in DeFi yields?
Have these yields ever been reasonable? Have we ever received the compensation we deserve for the risks taken in DeFi, and where should the future spreads be set?
Tom Lee's Ethereum Thesis: Why the Man Who Called the Last Cycle Is Doubling Down on Bitmine
Tom Lee is emerging as one of Ethereum’s most influential supporters. From Fundstrat to Bitmine, his Ethereum thesis combines staking yield, treasury accumulation, and long-term network value. Here is why “Tom Lee Ethereum” has become one of crypto’s most watched narratives.
Naval personally takes the stage: The historic collision between ordinary people and venture capital
Naval personally stepped in as the chairman of the USVC Investment Committee. This SEC-registered fund launched by AngelList attempts to bring top private tech assets like OpenAI, Anthropic, and xAI to the general public with a $500 entry threshold. It is not just a new fund, but a structural experi...
Deconstructing 80 mainstream payment institutions and wallets worldwide
A comprehensive analysis of the global top 100 payment companies. Led by Alipay and WeChat, this article provides insights into the business logic and competitive advantages of over 80 top players.
The MiCA Fast Track for Cryptocurrency Licenses: Why OKX and BVNK Choose Malta
Countdown to the EU MiCA Licensing: Why do crypto giants like OKX choose Malta for their "first license"? A deep dive into the CASP license application process, business portfolio logic, and compliance pitfalls guide.
a16z Crypto: Stablecoins are rebuilding the global financial infrastructure
Stablecoins are evolving from cryptocurrency trading tools into a new infrastructure for global finance. They are not only changing cross-border payments but are also driving bank connectivity, corporate finance, foreign exchange liquidity, on-chain credit, and the globalization of the dollar into a...
ENI's RWA ambition: to create an enterprise-level BaaS platform that allows Web2 institutions to "go beyond just asset on-chain."
What are the differences between RWA 1.0 and RWA 2.0?
Morning Report | a16z releases global financial new stack report; Websea's withdrawal channel suspected of running away; Strategy purchased 3,273 bitcoins last week
Overview of Important Market Events on April 27
The most Crypto group of people is becoming the least Crypto
Hong Kong Carnival × Bangkok Money 20/20 Observation Notes
Contents
Popular coins
Latest Crypto News
Read more
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com