Bitcoin’s Big Break: Arthur Hayes Predicts Bull Run After Gov’t Shutdown 🚀

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Well, I’ll be darned if the crypto market hasn’t been limpin’ around like a dog with three legs these past few weeks. Bitcoin, the once-mighty king of digital gold, took a tumble below $100,000 on Tuesday. But hold your horses, folks! Arthur Hayes, a trader with more cleverness than a fox in a henhouse, reckons he’s spotted the spark that’ll set the bull run ablaze once more.

According to Hayes, it’s all about the U.S. government finally pullin’ its socks up and endin’ this pesky shutdown. Once they start shovelin’ liquidity back into the financial markets, well, buckle up! Bitcoin’s gonna be hittin’ new highs faster than a jackrabbit on a hot griddle.

How Uncle Sam Keeps the Cash Flowing

In his article, aptly titled “Hallelujah” (because who doesn’t love a bit of divine intervention?), Hayes lays it out plain as day. If the U.S. government keeps the dollar spigot wide open, Bitcoin’s gonna soar to heights that’ll make your head spin faster than a carnival ride. Why? Because governments, bless their hearts, would rather borrow money than raise taxes-ain’t that a peach?

As the new administration keeps borrowin’ like there’s no tomorrow, the Federal Reserve’s balance sheet will balloon faster than a politician’s promises. And all that extra dollar liquidity? Well, it’s gonna send Bitcoin and its crypto cousins shootin’ for the stars.

Hayes, as sharp as a razor, explained how all sorts of folks-money market funds, foreign central banks, those Too Big to Fail banks, and even Relative Value Hedge Funds-will keep buyin’ Treasury bills like they’re goin’ out of style. And as sure as the sun rises, government-issued debt will keep the money supply truckin’ along.

Now, under normal circumstances, all that money would’ve trickled down to the crypto market, keepin’ Bitcoin and its pals perched high and mighty. But thanks to this government shutdown, the whole darn process has hit a snag.

When the Floodgates Open

This shutdown’s been draggin’ on longer than a bad joke, and the Treasury’s been borrowin’ money without spendin’ a dime. Hayes spilled the beans that the Treasury General Account’s sittin’ pretty above its $850 billion target by about $150 billion. That means they’re runnin’ on a negative dollar liquidity balance right now, but when the shutdown ends-oh, baby!-the floodgates will open, and all that extra liquidity will come pourin’ into the markets.

Hayes reckons the market’s gonna be choppier than a stormy sea as long as this shutdown drags on, thanks to the liquidity drain wreakin’ havoc. He predicts that plenty of traders will panic-sell their holdings faster than a cat dodgin’ a bath, but he insists that’d be a mighty foolish move. After all, the “dollar money market plumbing” ain’t often wrong-much like that old mule who always knows the way home.

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2025-11-06 08:56