BitMEX Co-Founder Predicts Bitcoin To Surpass All-Time Highs Due To Policy Shifts

Arthur Hayes, the co-founder of BitMEX, has expressed a bullish outlook on Bitcoin, predicting that the cryptocurrency is poised to break new all-time highs. His optimism is grounded in several key factors, including shifts in U.S. financial policy and advancements in stablecoin regulation. Hayes believes that these developments, coupled with easing tensions in the Middle East, could drive Bitcoin to surpass its previous peak.

Hayes' prediction is rooted in his analysis of the macroeconomic environment and the regulatory landscape. He notes that the passage of stablecoin regulations in the U.S. is a significant step towards legitimizing cryptocurrencies, which could attract more institutional investors. Additionally, the reduction in geopolitical tensions in the Middle East decreases uncertainty and risk, making Bitcoin a more appealing investment option.

The co-founder of BitMEX also emphasizes the macro-sensitive nature of Bitcoin, pointing out that its price movements are influenced by broader economic trends and liquidity cycles. This sensitivity to macroeconomic factors underscores the importance of monitoring global financial policies and geopolitical developments for insights into Bitcoin's future performance.

Hayes' bullish stance on Bitcoin is not unprecedented. He has previously predicted that the cryptocurrency would reach new all-time highs, citing similar factors such as regulatory progress and geopolitical stability. His predictions have garnered attention in the cryptocurrency community, as he is known for his insightful analysis and accurate forecasts.

According to Hayes, recent developments in American banking rules—specifically the renewed push for an SLR exemption—could free up liquidity by allowing banks to hold more Treasuries without capital penalties. At the same time, he points to the newly enacted GENIUS Act, which places stablecoin regulation under a framework that, in his view, hands control of the sector to traditional banks. He sees this as bullish for both the banking sector and crypto infrastructure.

Outside the U.S., Hayes argues that unrest in the Middle East—despite temporary de-escalation—continues to support demand for safe-haven assets like Bitcoin. Meanwhile, expectations of rate cuts from the Federal Reserve are weakening the dollar, putting pressure on global carry trades and creating what Hayes calls a “painful unwind” that could drive investors toward decentralized alternatives.

In short, Hayes sees Bitcoin as the beneficiary of a brewing global shift in liquidity, regulation, and monetary policy—one that may soon catapult it past previous highs. His analysis provides valuable insights into the factors driving Bitcoin's price movements and highlights the importance of monitoring global financial policies and geopolitical developments for investors.