Hilbert Group CIO Russell Thompson said global liquidity could contract by 20% to 25%, creating near-term downside pressure for Bitcoin, while policy action and shifting liquidity conditions may improve the medium-term outlook.
Arthur Hayes, co-founder of Maelstrom Fund, turns bullish, declaring an altcoin supercycle has begun after Bitcoin's breakout above ATH. He warns investors will regret missing the liquidity-driven wave that could send Bitcoin to $1 million and the Nasdaq 100 to 100,000 by 2028.
Arthur Hayes flips bullish, signaling an altcoin supercycle is underway. Maelstrom Fund is aggressively accumulating, with BTC targeting $1 million and Nasdaq 100 reaching 100,000 by 2028.
Arthur Hayes flipped bullish after Bitcoin broke ATH on strong volume, signaling a massive altcoin season. He said Maelstrom Fund is 'backing up the truck' amid expectations Trump may soften tariffs. Hayes reiterated his $1M Bitcoin target by 2028.
Sony is expected to reveal PS Plus Essential games for January 2024 on December 27, with downloads going live on January 2. Extra and Premium additions are likely to be announced on January 10, while eight titles will leave the catalog on January 23.
While the S&P 500 reached a new all-time high, Bitcoin lost the $80,000 support and dropped to $78,759. The divergence highlights Bitcoin's reliance on liquidity rather than cash flows, as AI-driven megacaps absorb investment. Rising PPI lifts rate hike expectations, squeezing Bitcoin further.
The S&P 500 hit a new all-time high, but Bitcoin lost the $80K support and dipped to $78,759. The rally was driven by AI megacaps with earnings and buybacks, while Bitcoin, as a pure liquidity asset, suffered from tightening liquidity, rising PPI, and Fed hike expectations. BTC's correlation with Nasdaq remains high but upside beta has faded. Future depends on inflation and liquidity conditions.
The S&P 500 reached a new all-time high on May 13, but Bitcoin fell below $80K, exposing its vulnerability as a liquidity-dependent asset. The rally, driven by AI revenue and buybacks in megacap tech, bypassed Bitcoin, which suffers from inflation, rate hike expectations, and ETF outflows.
