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>>Bitcoin Correction Warning: Arthur Hayes Explains Short-Term Pressure on BTC Ahead of a Massive Rally

Bitcoin Correction Warning: Arthur Hayes Explains Short-Term Pressure on BTC Ahead of a Massive Rally

crypthub

11/18/2025, 1:00:28 AM

Short‑Term Pressure on Bitcoin

Arthur Hayes attributes the near‑term dip to a global contraction in U.S. dollar liquidity since April. The squeeze lowers buying pressure for risk assets, hitting Bitcoin hard. Earlier support from ETF inflows and corporate treasury purchases has faded as the futures‑spot basis trade lost appeal. Treasury‑held digital assets now trade below net asset value, limiting further accumulation.

Liquidity Signals and Timing

Hayes says Bitcoin will rebound once liquidity returns, triggered by a 10‑20% fall in the S&P or Nasdaq and a 10‑year Treasury yield near 5%. Government intervention—likely by the Trump administration and Treasury Secretary Scott Bessent—could inject capital while publicly addressing inflation. These actions should revive institutional buying and stabilize prices. The correction is viewed as a brief, necessary reset.

Long‑Term Bullish Outlook

After the liquidity boost, Hayes forecasts Bitcoin reaching $200 000‑$250 000 by year‑end. The short dip is considered healthy, shaking out weak hands and creating better entry points. Long‑term holders are advised to stay positioned through the volatility. The broader market’s recovery is expected to drive the massive rally.