Arthur Hayes cho biết thị trường tăng giá của bitcoin bắt đầu vào cuối tháng Hai và dự đoán đà tăng nhanh hơn vượt mức $90.000

The Huoxing Finance report states that Arthur Hayes, co-founder of BitMEX, wrote in his latest blog post that the Bitcoin bull market truly began on February 28 with the outbreak of war between the U.S. and Iran. AI capital expenditures, war spending, and physical infrastructure investments by countries to secure supply chains will drive unchecked expansion of fiat credit, allowing Bitcoin to continue benefiting. Hayes noted that Bitcoin has rebounded from its early-year low of $60,000 and reaffirmed that breaking its previous high of $126,000 is “inevitable.” He believes the scale of AI capital expenditures in this cycle is unprecedented, with central banks such as the Federal Reserve printing more money. Declining trust in U.S. dollar assets will push countries toward investing in physical infrastructure and commodity reserves, further fueling fiat expansion. He expects Bitcoin’s upward momentum to accelerate after breaking $90,000 and has raised Maelstrom’s portfolio exposure to its maximum. Aside from Hyperliquid and Zcash, Hayes’ next most favored altcoin is NEAR, which he will explain in a follow-up article regarding how its privacy narrative and Intent architecture generate positive cash flow for the protocol. He concluded by stating that the current market is in a bull phase, but there will eventually be a time to sell—not now.