BitMEX Co-Founder Predicts Crypto Market Surge
Arthur Hayes predicts a crypto rally once U.S. TGA reaches $850B.

- Main event and financial shifts predicted by Arthur Hayes.
- Expectation of increased liquidity in crypto markets.
- Potential broad market appreciation once liquidity surges.
BitMEX co-founder Arthur Hayes predicts a significant crypto market rally once the U.S. Treasury General Account achieves $850 billion, expecting an “up only” phase in liquidity.
This event’s significance lies in its potential to trigger substantial capital inflows into cryptocurrencies, as articulated by Hayes, despite some skepticism regarding market correlation dynamics.
Insights from Market Predictions
Arthur Hayes, co-founder of BitMEX, anticipates a significant upswing in crypto markets. This is contingent upon the U.S. Treasury General Account (TGA) hitting the $850 billion mark, effectively marking a critical liquidity milestone. Hayes, a known crypto authority, believes heightened liquidity will trigger an “up only” market phase:
Once the Treasury fills its general account, funds typically are isolated… After stabilization, liquidity will flow into the financial markets, including crypto. – Arthur Hayes, Co-Founder, BitMEX
He suggests market conditions will change once the TGA stabilization occurs and funds reenter financial markets.
Market Effects and Historical Patterns
Immediate effects might include increased risk appetite, affecting Bitcoin (BTC) and other cryptocurrencies.
Bitcoin and Ethereum (ETH) are expected to benefit directly from the enhanced liquidity scenario. Hayes posits that once liquidity accumulates, market capital may rush towards risk assets. This influx could align with historical patterns, significantly impacting digital currencies positively.
Community Debate on Liquidity Events
Some experts like André Dragosch contest the direct correlation between liquidity and crypto price spikes.
Opinions differ within the community regarding the expected outcomes of this liquidity event. Historical data indicates similar liquidity surges preluded rallies in BTC and altcoins. The Federal Reserve’s rate-cutting trends and past U.S. government liquidity adjustments offer supportive evidence for Hayes’s forecasted crypto market trajectory.
More From Crypto News
FINMA Approves Swiss Retail Bitcoin ETF Diversification Exemption
Switzerland’s financial regulator FINMA has approved a retail Bitcoin ETF that includes a diversification exemption, allowing the fund to hold concentrated Bitc...
Hyperliquid Policy Center Urges SEC to Revise Crypto Rules
The Hyperliquid Policy Center, the advocacy arm focused on regulatory engagement for the Hyperliquid ecosystem, submitted its recommendations targeting the SEC’...
U.S. Crypto Economy Shrinks While Canada’s Grows in 2026
A divergence in crypto market activity between the United States and Canada has drawn attention in 2026, with data cited by analysts pointing to contraction in...
Bitcoin’s Largest Holders Added Nearly 89,000 BTC in One Month
The figure covers wallets that rank among Bitcoin’s top holders by balance, and was reported by CryptoPotato . A one-month swing of that scale reflects a sustai...
BlackRock Files With SEC for Buffered Bitcoin ETF
The filing marks a proposal stage, not an approval or product launch. The SEC must review and act on the submission before any fund becomes available to investo...
NGRAVE: Third-Party Service Compromise Triggered LIQUID Phishing Alerts
NGRAVE said the phishing alerts reaching LIQUID app users were made possible by a breach of an external notification service the company relied on, per reportin...