Odaily Planet Daily reports that Arthur Hayes stated on the Coin Stories podcast that he would not invest his last dollar in Bitcoin, as the Federal Reserve has not yet been forced to expand liquidity. Hayes believes that tariff policies will lead to inflation and may push the U.S. toward capital controls, which would serve as a major liquidity catalyst for Bitcoin.
Arthur Hayes maintains his long-term price target for Bitcoin in this cycle between $250,000 and $750,000, but warns that if the U.S.-Iran conflict persists, Bitcoin could briefly drop below $60,000 in the short term. Additionally, Charles Schwab has confirmed it will launch direct spot trading for Bitcoin and Ethereum through new accounts in the first half of 2026. Research from Mercado Bitcoin shows that within 60 days following major global shocks, Bitcoin has consistently outperformed both gold and the S&P 500 index. Bitcoin’s price has recently rebounded to around $67,300, while the Crypto Fear & Greed Index has remained in the "extreme fear" range for several consecutive weeks.