📈 Arthur Hayes: Why He Says It’s “Buy Everything” Season for Crypto

Arthur Hayes — co-founder of BitMEX and one of crypto’s most high-profile macro traders — just made a bold call:
"Buy everything."
Here’s why he thinks the current financial chaos could be the perfect entry point for Bitcoin and risk assets.

🧠 The Core Thesis: Liquidity is Coming

In an April 11 post on X (formerly Twitter), Hayes explained that rising stress in global markets could push central banks — especially the U.S. Federal Reserve — to inject liquidity soon.

🔥 Key trigger? The U.S. 10-year Treasury yield just spiked past 4.5% — a level Hayes sees as unsustainable without intervention.

According to him, this type of bond market pressure usually signals that the Fed will act to stabilize the system — and that often means new liquidity entering the market.

🏦 What the Fed Is Saying

Hayes' view isn’t pure speculation — it lines up with official signals:

• Susan Collins, president of the Boston Fed, told the Financial Times that the Fed is ready to act if needed.
• She emphasized that the Fed has “tools” beyond just rate cuts to support liquidity and fix market dysfunction.

Translation: They’re watching closely. If things break, they’re stepping in — and risk assets like Bitcoin could fly.

🌍 Macro Context: It’s Not Just the Fed

Hayes’ bullish outlook comes as the broader financial world deals with:

• Massive volatility in bonds
• New tariffs under President Trump:
  • U.S. tariffs on Chinese goods: up 145%
  • China responds: tariffs raised from 84% → 125%
• Global markets now face more friction, more inflation risks, and policy uncertainty

In this climate, central bank liquidity support could become the go-to response — and crypto may benefit first.

🔮 Hayes' Outlook: “UP ONLY” Mode?

Hayes hinted that if the Fed makes its next move soon — possibly even over the weekend — we could enter a phase he calls “UP ONLY” for Bitcoin.

He believes:

• Risk assets are currently oversold
• Liquidity support = liftoff conditions
• Bitcoin and crypto could lead the next market leg up

🧠 TL;DR:

• Arthur Hayes says now’s the time to “buy everything”
• Rising bond yields + macro pressure = likely Fed intervention
• Fed has confirmed it’s ready to step in if needed
• Tariff tensions add fuel to the global risk narrative
• Hayes expects Bitcoin to outperform as liquidity kicks in