1. Why does Arthur Hayes believe Bitcoin could reach $126,000?
Arthur Hayes believes expanding global liquidity, AI infrastructure spending, and inflationary pressures from geopolitical tensions could push more capital into Bitcoin. He argues that BTC already bottomed near $60,000 and is entering a new bullish cycle.
2. Why is the $90,000 Bitcoin level important?
According to Hayes, a move above $90,000 could trigger a major short squeeze in the options market. Traders who sold high-strike call options may be forced to buy Bitcoin, accelerating upward momentum.
3. How has Bitcoin performed compared to gold in 2026?
Bitcoin has risen more than 30% from its February lows near $62,800, while gold has gained only around 2% during the same period. Hayes sees this as evidence that BTC is already outperforming traditional safe-haven assets.
4. Which altcoins is Arthur Hayes bullish on?
Hayes disclosed that Maelstrom currently holds positions in Hyperliquid (HYPE), Zcash (ZEC), and NEAR Protocol. He particularly highlighted NEAR’s privacy-focused infrastructure and intent-based architecture as long-term growth catalysts.
5. What risks could stop the Bitcoin rally?
Hayes warned that excessive speculation in AI-related IPOs or political opposition to AI spending in the US could weaken liquidity growth. Any slowdown in credit expansion or global risk appetite may negatively impact crypto markets.