Feb 07, 2026

Arthur Hayes Explains How BlackRock IBIT Hedging Shaped Recent Bitcoin Sell-Off

TLDR: Dealer hedging from BlackRock IBIT structured notes amplified Bitcoin price swings at key triggers.  Structured products wit...

Feb 07, 2026

Bitcoin Crash Linked To BlackRock IBIT Hedging, Arthur Hayes Claims

Arthur Hayes, co‑founder of BitMEX, has pointed to hedging tied to BlackRock’s iShares Bitcoin Trust (IBIT) as a major driver behi...

Jan 30, 2026

Arthur Hayes Says $300B Liquidity Drain Is Driving Bitcoin Lower

Arthur Hayes links Bitcoin’s pullback to a $300B contraction in U.S. dollar liquidity rather than crypto-specific factors.The pos...

Jan 28, 2026

Bitcoin Won’t Break Out Until The Fed Steps Into Yen/JGB Chaos: Arthur Hayes

Arthur Hayes says Bitcoin’s next leg higher is less about crypto-specific catalysts and more about whether US policymakers are for...

Jan 26, 2026

Global Liquidity Says Bitcoin Is Extremely Undervalued – Here’s The ‘Real’ Figur...

Crypto pundit Kyle Chassé has pointed to the rising global liquidity to prove that Bitcoin is currently undervalued. His comments...

Jan 15, 2026

Bitcoin Can Hit New Highs in 2026 as Dollar Liquidity Expands, Says Arthur Hayes

Arthur Hayes says Bitcoin’s path to new highs depends on renewed dollar liquidity rather than short-term price momentum.The post...

Jan 06, 2026

Bitcoin Wins As Trump Pumps GDP, Suppresses Oil: Arthur Hayes

Arthur Hayes argues that the US move to seize control of Venezuelan oil is less about geopolitics than electoral math and that the...

Jan 06, 2026

Arthur Hayes' Maelstrom enters 2026 at 'almost maximum risk' betting on altcoins

The fund is betting on a liquidity wave driven by U.S. deficit spending and potential money printing by the Federal Reserve, which...