Arthur Hayes Sees Bitcoin Potentially Repricing to $200K-$250K on Liquidity Expansion

Nov 29 2025 bitcoin


Arthur Hayes Bitcoin prediction highlights how macro liquidity shifts and ETF basis trade unwinds could drive Bitcoin to $200,000–$250,000. He attributes October's drop to a $1 trillion liquidity drain, offset by ETF inflows, with rising liquidity post-quantitative tightening set to fuel rapid repricing. October Bitcoin drop tied to $1T liquidity contraction: Federal Reserve tightening removed [...]

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