X @Wendy O
Wendy O·2025-12-19 23:07

Market Opportunity - Arthur Hayes suggests that altcoins, significantly impacted by the ~$19 billion liquidation event in October, now offer an opportunity for investors who maintained capital [1] Monetary Policy Impact - The report indicates that the Federal Reserve's resumption of money-printing via Reserve Management Purchases is expected to increase liquidity and leverage [1] - The analysis suggests that increased liquidity will initially benefit Bitcoin (BTC) and subsequently lead to a recovery in altcoins [1]