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Arthur Hayes predicts Bitcoin will attain new all-time highs fueled by favorable U.S. rules.
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He highlights the SLR exemption and Genius Act as key bullish triggers for the crypto market.
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Hayes urges buyers to disregard political noise and concentrate on sturdy market fundamentals.
Bitcoin might be heading for brand spanking new all-time highs, a minimum of if Arthur Hayes has it proper. The BitMEX co-founder just lately shared a bullish take in the marketplace, pointing to key regulatory adjustments that he believes are setting the stage for a serious crypto rally.
From stablecoin reforms to broader shifts in international finance, Hayes sees the items falling into place for Bitcoin to surge.
Bull market guidelines:
– UST SLR exemption progressing
– Genius Act fingers US stablecoin mrkt to banks, subsequent essay will clarify y +ve
– Ignore the fact, Trump, Bibi, and Kahmenei are all pretending the battle is completed so buyers ought to too$BTC ATHs are coming 😘😘— Arthur Hayes (@CryptoHayes) June 26, 2025
SLR Exemption May Spark a Crypto Liquidity Increase
Hayes highlights the U.S. Treasury’s Supplementary Leverage Ratio (SLR) exemption as a significant factor. If reinstated, this coverage would let banks release extra capital, permitting them to carry stablecoins and crypto-related belongings with fewer restrictions.
Meaning extra liquidity, stronger assist from large establishments, and a smoother path for crypto to combine with the standard monetary system. For Hayes, it’s a transparent signal that markets are making ready for a brand new bull cycle.
The Genius Act: Giving Banks Management of Stablecoins
One other large piece of the puzzle is the proposed Genius Act. This laws might shift management of the U.S. stablecoin market to banks—a transfer Hayes believes is definitely factor.
Quite than slowing innovation, this might deliver legitimacy and stability to stablecoins, making them a trusted a part of the monetary system. That form of belief, in flip, can raise confidence in Bitcoin and the broader crypto market.
Hayes: Ignore the Drama, Watch the Market
Hayes additionally identified how world leaders, like Trump, Netanyahu, and Iran’s Khamenei, are caught up in political and geopolitical tensions. However he urges buyers to look previous the headlines and concentrate on market alerts as a substitute.
He factors to a 22% surge in stablecoin market cap this yr, now hitting $251 billion. To Hayes, that’s a powerful signal that capital is flowing again into crypto and that buyers are positioning for a run.
Not His First Rodeo
Hayes’s view ties into his previous commentary, the place he’s linked crypto market tendencies with international financial coverage. He’s written earlier than in regards to the influence of central banks, just like the Financial institution of Japan, on threat belongings like Bitcoin.
Now, as macro circumstances shift and regulators seem extra open to crypto, Hayes sees all indicators pointing to a different breakout second.
Bitcoin’s Setup for a New Rally?
With insurance policies just like the SLR exemption and the Genius Act bringing crypto and conventional finance nearer collectively, Hayes believes Bitcoin is primed for giant beneficial properties. Stablecoins could also be laying the groundwork—however Bitcoin, he argues, is the true beneficiary.
If his name performs out, we might be getting into a brand new part of adoption, with Bitcoin main the cost towards one other all-time excessive.
