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 Federal Reserve Prepares Response Amid Rising Market Pressure appeared com. Key Points: Key Point 1 Key Point 2 Key Point 3 Wall Street banks have alerted the Federal Reserve to renewed pressures in the U. S. money market, prompting possible swift action to prevent rising short-term rates. This situation could affect broader financial stability, potentially impacting cryptocurrency markets, where recent volatility and asset price declines have been observed. Fed Intervention Likely as Wall Street Warns of Market Stress Warnings from several Wall Street banks suggest imminent stress in the U. S. money market, possibly prompting the Federal Reserve to intervene to manage short-term rates. During November, market experts expressed concerns about potential repeat rate fluctuations, similar to historical repo market crisis events. Immediate implications include uncertainty in the money markets and apprehension about overnight repo rate hikes. These developments could impact traditional financial systems as well as the cryptocurrency market if similar past incidents are to recur. Notably, the Federal Reserve’s involvement emphasizes ongoing market fragility affecting U. S. monetary flows. Expert statements from Citibank and Curvature Securities reveal expectations for recurring financial pressures, specifically noting potential distractions during periodical financial closures. As Deirdre Dunn, Head of Rates, Citibank, remarked, “I don’t think this is just a one-off anomaly that lasts a few days. The structural pressures in the repo market are real, and we should expect volatility to return, especially around month-end and year-end.” These insights are supported by Federal Reserve preparedness to act decisively if necessary-indicating possible reliance on their liquidity facilities. Crypto Market Volatility Mirrors Financial Uncertainty Did you know? The Fed’s first significant repo intervention in September 2019 saw crypto prices like Bitcoin drop by 12% as financial markets adjusted overnight rate spikes. Recent cryptocurrency data shows Bitcoin (BTC), priced at $102,218. 97, experienced a 1. 18% decrease in the last 24 hours, with a notable 6. 07% decline over the week,.