The post Arthur Hayes Warns of Bitcocom. Key Points: Arthur Hayes warns of Bitcoin’s liquidity pressure amid ETF changes. Liquidity contraction signals potential Bitcoin decline. Institutional caution grows as DATs trade below mNAV. Arthur Hayes, co-founder of BitMEX, recently predicted a potential Bitcoin downturn due to reduced ETF inflows and a contraction of dollar liquidity, impacting cryptocurrency markets globally. This indicates growing market caution and challenges in sustaining institutional interest, potentially causing further volatility in major cryptocurrencies like Bitcoin and Ethereum. Arthur Hayes on Bitcoin’s Liquidity Challenges Arthur Hayes expressed concerns about Bitcoin’s performance linked to the contraction of dollar liquidity and ETF inflows. Hayes, after selling over $7. 4 million in crypto in mid-November 2025, argues that Bitcoin may lack the support needed to sustain institutional buying, given current negative liquidity conditions. According to Hayes, “ETF inflows and corporate treasury purchases, which previously supported Bitcoin, have weakened. This sentiment is insufficient to sustain institutional investors’ purchases of ETFs.” More insights on Hayes’ perspectives can be tracked through his activities on Twitter. Market dynamics show a change, with ETFs and Digital Asset Trusts trading below mNAV, reducing institutional interest in these products. Hayes believes this signals an end to the liquidity influx that previously supported Bitcoin, prompting a market reassessment. The crypto community reacts with mixed opinions, ranging from cautious optimism to concerns of a market correction. Arthur Hayes’ moves and predictions have drawn significant attention with many viewing his actions as a response to evolving market challenges. Analyzing Bitcoin’s Price Movements Amid Liquidity Contraction Did you know? Bitcoin’s price fluctuations have historically coincided with macroeconomic shifts, similar to 2022’s liquidity contraction which led to increased volatility and testing of historical price supports. As of November 18, 2025, Bitcoin (BTC) is priced at $90,384. 54, with a market cap of $1. 80 trillion. In recent movements, its price has decreased.
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The post Arthur Hayes Puts Zcash Right Behind Bitcoin com. Arthur Hayes revealed Zcash is now the second-largest liquid asset in his Maelstrom family office portfolio after Bitcoin. The shift highlights Hayes’ growing confidence in privacy-focused cryptocurrencies as part of his long-term investment strategy. Zcash (ZEC) has become a hot topic again after Arthur Hayes, co-founder of BitMEX, stated that the token had surged to second place as the largest liquid asset in his family office’s portfolio, Maelstrom, just behind Bitcoin. The trigger for this surge was none other than the aggressive price surge in recent weeks. In fact, the token was trading near $750, its highest level since 2018. Hayes stated this on his social media account, highlighting how the ZEC price rally had changed the composition of his previously BTC-dominated portfolio. Unsurprisingly, this news immediately sparked another wave of interest in the privacy coin narrative. ZEC Faces a Sharp Dip but Bullish Momentum Still Intact However, despite ZEC’s recent vertical surge, its latest price has plummeted by around 10. 60% in the past 24 hours and is now trading around $543. This situation is quite nerve-wracking, especially for those who only recently entered at the peak. However, analyst Chiper X quickly calmed the situation. According to the analyst, this decline is not a sign of weakness, but rather a healthy retracement phase to the previous demand zone. “The long-term market structure remains bullish. Liquidity has been swept away, and the price is reacting from a key support zone,” he wrote. EC 🚨 It has been one of the strongest runners this cycle This pullback isn’t weakness it’s a healthy retracement into previous demand after a vertical run. HTF market structure is still bullish liquidity has been swept, and price is reacting from a key support zone. As. pic. twitter. com/Tj1B5f5D6d Cipher X (@Cipher2X) November 8, 2025 He also believes that.