BitMEX co-founder Arthur Hayes said on X that U.S. dollar liquidity has fallen by about $300 billion over the past few weeks, mainly due to a roughly $200 billion increase in the U.S. Treasury General Account (TGA). He added that the government may be building up cash reserves ahead of a potential shutdown, and that Bitcoin’s decline is not surprising amid tightening dollar liquidity. https://t.co/FUsX7hoJMz ...

Roughly $300bn fall in $ liq over past few weeks driven mostly by $200bn rise in TGA, gov could be raising cash balances to fund spending in case of shutdown. $BTC falling not a surprise given the fall in $ liquidity. https://t.co/ctPjWd8188 ...

Arthur Hayes said the concurrent weakening of the yen and rise in JGB yields signal structural stress in Japan that could prompt intervention by the U.S. Treasury and the Federal Reserve, with the New York Fed acting as the operational arm. He added that such intervention would effectively inject liquidity, easing pressure on U.S. Treasury yields and, if accompanied by an expansion of the Fed’s balance sheet, potentially providing short-term support for risk assets including Bitcoin. https://t.co/LB4bi6WAhw ...

#Bitcoin is doing great.Small liquidity sweep beneath the lows, taking all the long liquidity and strong bounce upwards.If commodities are going to stall, I'll be seeing $BTC above $90K during the coming week. https://t.co/867yCGhQUH ...

Let's talk about dollar weakness and yen strength for a change, shall we. What do you make of the recent dollar weakness here. Does this look as if it's building towards some kind of global intervention. I'm not sure if there's going to be some global intervention.There's a lot of speculation on that front, given the Federal Reserve Bank of New York were the ones who did the rate checks on Friday in US time. That is an unprecedented it is rare, but it's not unprecedented. I believe the last time was Cesena, ...

Core Insights - Bitcoin is losing its appeal as a safe-haven asset during times of geopolitical uncertainty, contrary to its theoretical position as sound money that resists censorship [1] - Investors are increasingly selling Bitcoin in favor of gold, which has seen a price increase of 8.6% to near $5,000 since January 18, while Bitcoin has dropped 6.6% in value [2] Market Behavior - Bitcoin's liquidity and ease of trading make it a preferred asset to sell quickly for cash during market stress, while gold is typically held rather than sold [3][4] - The volatility of Bitcoin leads to it being sold reflexively as leverage is unwound, contrasting with gold's role as a liquidity sink in risk-off environments [4] Demand Dynamics - Central banks are purchasing gold at record levels, creating strong structural demand, while long-term Bitcoin holders are selling, contributing to a "seller overhang" that dampens Bitcoin's price support [5] - Onchain data indicates that vintage Bitcoin coins are moving toward exchanges, suggesting ongoing selling pressure [5] Risk Perception - Current market turbulence is viewed as episodic, with gold serving as a hedge against immediate risks, while Bitcoin is better suited for long-term concerns like fiat debasement [6][7] - Gold excels in situations of immediate confidence loss and geopolitical risks, whereas Bitcoin is more aligned with slow-moving trust erosion over years [7]

RT Ignas | DeFi (@DefiIgnas)BTC price prediction based on Manufacturing PMI is dumb:PMI stayed below 50 in 2023 and early 2024, yet BTC pumped from $16k to $73kIf you waited for PMI to reach 50, you would've missed 350% pumpAlso, US Economy is ~80% services, and less than 15% manufacturing GDP (Yes, I gemini'ed it)Claiming Bitcoin is driven by liquidity, institutional adoption (now ETFs), gold, and fiscal dominance makes sense.Manufacturing doesn't ...

🔥 NEW: Arthur Hayes said the yen’s sharp surge could be “very bullish” for Bitcoin if it reflects Fed liquidity and currency intervention showing up in upcoming balance sheet data. https://t.co/swranw1GLT ...

why does x have to remind me of this 1 year ago? 😢Xeer (@Xeer):Yes, finally some liquidity flowing back into our favorite coins and NFTs.@Azuki back up to 11.5 ETH, liquidation crisis averted.TWO days until $ANIME TGE. Locked in. IKZ ⛩️. https://t.co/98z8dBo9qV ...

"Frowny Cloud" is a chart study of $BTC, gold, and stonks in 2025, and a prediction on how dollar liquidity will expand this year and send $BTC to Valhalla.https://t.co/UvagTQl219 https://t.co/nj5ja6DEmi ...