With Bitcoin value slowly inching greater to $107,500, BitMEX Co-founder Arthur Hayes has shared three key explanation why a brand new BTC all-time excessive is inevitable. Ex- JP Morgan dealer Hayes predicts a confluence of things that might set off this rally, such because the US Treasury engaged on SLR exemption, crypto regulatory improvement with GENIUS Stablecoin Act, and the drop in geopolitical tensions following the Iran-Israel ceasefire, earlier this week.
Why is Arthur Super Bullish on Bitcoin
Popular analyst Arthur Hayes believes that the Bitcoin all-time high is coming sooner slightly than later, and he cites three key explanation why that is completely inevitable. He famous a number of liquidity boosting measures, simply on the time when US President Donald Trump is in search of a substitute for Fed Chair Jerome Powell, who has been agency on holding rates of interest greater, citing sticky inflationary circumstances.
1. US Treasury To Soon Announce SLR Exemption
Arthur Hayes cited that the US Treasury is contemplating the complement leverage ratio (SLR) by as much as 1.5% for a few of the largest lenders within the nation. The Treasury had first applied these measures again through the COVID-19 pandemic, ushering an enormous liquidity for the worldwide market.
Certain regulators are pushing for a everlasting exemption, whereas others suggest exploring different avenues for aid. Loosening of the SLR would result in extra liquidity pump into the market, triggering the risk-on sentiment out there. Hayes believes that these measures might set off the subsequent main crypto bull run, with Bitcoin hitting contemporary all-time highs.
The street to the an exemption of treasuries from US financial institution SLR has begun. pic.twitter.com/pYQcWNKCOT
— Arthur Hayes (@CryptoHayes) June 18, 2025
2. Hayes Bullish on GENIUS Stablecoin Act to Help US Banks
With the GENIUS Stablecoin Act now reaching the House for ultimate approval, Hayes believes that it will be a serious bullish occasion for US banks. This would permit US banks to transform their USD money reserves to transform into stablecoin belongings, thereby resulting in extra liquidity pump.
The GENIUS Act establishes a framework enabling each banks and nonbanks to problem stablecoins, whereas limiting such issuance by public firms outdoors the monetary sector. Banks view this as a chance to leverage stablecoins for sooner and cheaper cost options.
The Senate accredited the GENIUS Act final week with overwhelming bipartisan backing, passing it in a 68-30 vote. With the ultimate vote left within the House, US President Donald Trump has personally requested to get the invoice on his desk as quickly as attainable.
Wall Street banks have already began exploring a joint stablecoin enterprise. Hayes believes that it might additional propel the stablecoin provide within the crypto market, resulting in a serious bull run.
3. Looking Past the Iran-Israel Conflict
The Iran-Israel ceasefire earlier this week led to a powerful crypto market rally, with Bitcoin and altcoins catching the upside momentum. Arthur Hayes believes that the geopolitical tensions have lastly settled, which might help an upside rally for BTC. “Ignore the reality, Trump, Bibi, and Kahmenei are all pretending the conflict is finished, so investors should too,” he wrote.
Furthermore, the market is bracing for some optimistic developments, just like the approval of Bitcoin-backed mortgages by the US FHFA. Industry gamers have already accelerated their BTC acquisition plans with MicroStrategy, Metaplanet, Semler Scientific, and Anthony Pomplian’s ProCap asserting mega BTC purchases to date this week. This accumulation might show as a catalyst for a contemporary Bitcoin all-time excessive.
Investment disclaimer: The content material displays the writer’s private views and present market circumstances. Please conduct your individual analysis earlier than investing in cryptocurrencies, as neither the writer nor the publication is chargeable for any monetary losses.
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