Bitcoin News Today: Global Liquidity Perfect Storm Drives Bitcoin Toward $250k by 2025

Arthur Hayes, co-founder of Maelstrom and former BitMEX CEO, has forecasted that Bitcoin could reach $250,000 by the end of 2025, driven by a confluence of monetary policy shifts and global liquidity expansion. Hayes attributes this potential surge to U.S. liquidity injections, Federal Reserve rate cuts, and a broader trend of accommodative monetary policies across major economies, including China, Japan, and Europe. His prediction aligns with a growing consensus that Bitcoin's role as a hedge against fiat devaluation and inflation is strengthening as central banks deploy aggressive stimulus measures .

The former CTO's analysis centers on the Federal Reserve's expected rate cuts and the U.S. Treasury's potential expansion of the money supply. Hayes argues that these measures will create a favorable environment for Bitcoin, which he views as an alternative store of value amid declining real yields and a weaker U.S. dollar. He also highlighted the influence of U.S. political dynamics, noting that President Donald Trump's push for economic growth and housing market reforms could accelerate liquidity expansion, further boosting Bitcoin's appeal .

Globally, Hayes emphasized that liquidity injections are not limited to the U.S. The People's Bank of China (PBoC) has recently deployed over ¥1.1 trillion in liquidity to support its economy, while Japan and Europe face similar pressures to stimulate growth. In China, efforts to revive the property market and boost consumer confidence are expected to involve significant yuan printing, while the European Central Bank (ECB) may ease monetary policy to address sluggish growth. These coordinated global efforts to inject liquidity are creating a "perfect storm" for Bitcoin, according to Hayes .

Hayes' bullish stance is further reinforced by the demise of Bitcoin's traditional four-year halving cycle as a reliable predictor of price movements. He argues that recent bear markets (2014, 2018, 2022) were triggered by monetary tightening, not halving events. With central banks now maintaining accommodative policies, Bitcoin's bull run is expected to extend beyond the typical 16–18 month post-halving period. The most recent halving in April 2024 has not signaled a bear market, as liquidity-driven demand for Bitcoin continues to rise .

Institutional adoption is another key driver. Bitcoin ETF inflows have surged, with spot ETFs pulling in $3.2 billion in October 2025 alone. BlackRock's iShares Bitcoin Trust and Fidelity's FBTC now manage over $165 billion in assets, reflecting growing mainstream acceptance. Hayes has liquidated other cryptocurrency holdings, including $4.6 million in Ethena (ENA) and $5 million in HYPE, but remains steadfast in his Bitcoin bullishness. His actions underscore the asset's perceived resilience amid macroeconomic shifts .

The macroeconomic outlook for Bitcoin is further bolstered by the potential for yield curve control in the U.S. and eurozone. Hayes noted that if the Fed or ECB intervenes to suppress yields at specific maturities, it could signal a permanent era of easy money, supercharging Bitcoin's rally. Similarly, capital controls in advanced economies-such as France's growing vulnerability to deposit outflows-could push investors toward censorship-resistant assets like Bitcoin. These scenarios highlight Bitcoin's evolving role as a systemic hedge against political and monetary instability .

While the path to $250,000 is not without risks, Hayes' analysis underscores Bitcoin's alignment with global liquidity trends. As central banks continue to expand money supplies and ease borrowing costs, Bitcoin's appeal as a store of value and inflation hedge is likely to strengthen. The interplay of U.S. monetary policy, global liquidity injections, and institutional adoption positions Bitcoin for a sustained bull run, challenging the notion that its price is tied to cyclical patterns alone .