# QE Related Articles

HTX News Center provides the latest articles and in-depth analysis on "QE", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Analyst Predicts Bitcoin And Ethereum Price For The Rest Of 2026, What To Expect

A crypto analyst predicts Bitcoin and Ethereum prices for the remainder of 2026. For Q2 2026, he forecasts Bitcoin could drop to $58,000 and Ethereum to $1,700, potentially accompanied by panic selling and a broader S&P 500 decline. In Q3, Bitcoin may hit its cycle bottom, with whales accumulating ahead of a new trend, amid market distrust and a potential Fed leadership change. By Q4, the analyst expects Bitcoin to enter a bullish uptrend towards $90,000-$109,000+, driven by AI integrations in crypto and the potential start of Quantitative Easing.

bitcoinist12h ago

Analyst Predicts Bitcoin And Ethereum Price For The Rest Of 2026, What To Expect

bitcoinist12h ago

Bitcoin Under $80,000: Warsh Confirmed As Next Fed Chair—Here’s The Likely Impact

Bitcoin dropped below $80,000 amid news that Kevin Warsh has been confirmed as the next Federal Reserve Chair. Market analyst Sam Daodu noted Warsh's unique personal crypto holdings and views on Bitcoin, but also his hawkish stance, particularly on quantitative easing. The market's reaction to his appointment hinges on two potential Fed policy paths. In a hawkish scenario where Warsh signals a prolonged hold on rates due to high inflation, Bitcoin could fall below $78,000. Conversely, if he advocates for rate cuts citing AI-driven productivity gains, BTC could rebound to $82,000-$85,000. Key upcoming catalysts include a surprise rate cut or a revised "dot plot" indicating fewer cuts in 2026, which would likely push Bitcoin lower.

bitcoinist05/14 15:32

Bitcoin Under $80,000: Warsh Confirmed As Next Fed Chair—Here’s The Likely Impact

bitcoinist05/14 15:32

The Narrative of Gold's Rise is Becoming Harder to Sustain

The article argues that the narrative supporting gold's price surge is weakening, leaving only a fraction of its original justification. Historically, gold's primary drivers were its role as a safe-haven asset during crises (like the 2000 dot-com bubble and 2008 financial crisis) and as a hedge against inflation (e.g., during the Fed's QE periods). However, the author contends these core logics are now eroding. First, gold's safe-haven属性 is diminishing as its price action has recently become correlated with speculative assets like Bitcoin and US stocks, moving in sync with them on news like Trump's comments. This suggests投机属性 may be overshadowing its traditional避险 role. Second, the inflation hedge argument is weakening. The Federal Reserve's projected minimal rate cuts through 2026 suggest a stronger dollar and reduced expectations for significant USD depreciation. Similarly, the Japanese Yen's贬值 expectations are also easing. The author identifies only "0.5" reasons left for gold's rise: continued purchases by China's central bank. While China has been a consistent buyer, its purchasing speed has drastically slowed from a peak of nearly 600,000 ounces per month to a recent average of just 30,000 ounces. This minimal volume is deemed too small to significantly impact the global gold market, especially compared to London's daily clearing volume of over 18 million ounces. Furthermore, a technical divergence exists: gold prices accelerated upward in late 2024 even as China's buying slowed. The article concludes that with its避险属性 potentially exhausted, inflation expectations subdued, and China's buying influence limited, the current gold price appears to have overshot its fundamental supports. The author advises against high expectations for further sustained gains barring an extreme black-swan event.

比推03/24 04:21

The Narrative of Gold's Rise is Becoming Harder to Sustain

比推03/24 04:21

Dialogue with Jeff Park: We Are in a Bear Market, Quantitative Easing Is No Longer Effective, Silver Will Crash Like Altcoins

In this interview, Jeff Park, CIO of ProCap Financial, discusses the current bear market in Bitcoin, arguing that traditional drivers like quantitative easing and low interest rates no longer reliably boost its price. He suggests Bitcoin may transition to a "positive correlation" asset, rising alongside interest rates as faith in traditional fiat systems erodes. Park remains long-term bullish on Bitcoin as a hedge against increasing government centralization and capital controls. He also comments on potential Fed leadership under Kevin Warsh, praising his technical expertise and understanding of blockchain's utility. Park criticizes the current lack of transparency in monetary policy and advocates for a more collaborative relationship between the Fed and the Treasury. Regarding metals, Park warns that silver resembles "altcoins in the crypto market"—overhyped, with abundant supply as a byproduct of other mining, and prone to a sharp correction. He advises investors to consider shifting profits from silver into Bitcoin.

marsbit02/08 05:34

Dialogue with Jeff Park: We Are in a Bear Market, Quantitative Easing Is No Longer Effective, Silver Will Crash Like Altcoins

marsbit02/08 05:34

Wake Up! Stop Trying to Catch the Falling Knife: The Harsh Truth Behind the $26 Billion Crypto Liquidation

In a sharp market downturn, Bitcoin plunged nearly 20% to $60,000, with over $2.6 billion in crypto liquidations within 24 hours. While many attribute the crash to factors like tech stock declines or hawkish policy expectations, the author argues the core issue is deeper: a structural shortage of global financial capital. The shift is driven by the AI capital expenditure cycle, which initially acted as incremental stimulus but is now draining liquidity. Unlike the capital-light Web 2.0 and SaaS models that fueled the last bull market, AI requires massive upfront investment. When "dry powder" (idle capital) is exhausted, funds for AI spending must be pulled from elsewhere—sparking a "convex competition" for capital. This leads to a repricing of assets based on utility and raises the cost of capital. Speculative, long-duration assets like crypto are hit hardest, while cash-generating assets benefit. The author compares liquidity to water in a bathtub: when demand exceeds supply, assets sink. Even deep-pocketed investors like Saudi Arabia and SoftBank may need to sell holdings to fund commitments, triggering cascading sell-offs. The conclusion: this isn’t a time for aggressive long positions. Defensive strategies, selective holdings, and patience are advised until clearer opportunities emerge.

Odaily星球日报02/06 03:14

Wake Up! Stop Trying to Catch the Falling Knife: The Harsh Truth Behind the $26 Billion Crypto Liquidation

Odaily星球日报02/06 03:14

The Era Without Good Answers: Understanding Warsh, Trump, and the Next Four Years of a New Era

The article "An Era Without Good Answers: Understanding Warsh, Trump, and the Next Four Years" analyzes the potential implications of Kevin Warsh becoming the next Federal Reserve Chair under a Trump administration. It argues that Warsh represents not just a shift from dovish to hawkish policy, but a fundamental redefinition of the Fed's role. His appointment signals a move away from the Fed acting as a perpetual backstop for markets and government debt—a role perfected by Chair Powell during crises like the pandemic. Instead, Warsh advocates for monetary and fiscal discipline, opposing unconditional quantitative easing and emphasizing market rules over intervention. However, the US economy's reality—characterized by massive debt, deficit spending, and market dependence on low rates—severely limits any radical change. Warsh's proposed policies of raising rates and reducing the Fed's balance sheet risk triggering market volatility, higher borrowing costs, and political backlash, likely forcing a retreat to familiar stimulus measures. From Trump’s perspective, Warsh is a "controllable reformer" who can publicly push for fiscal restraint, forcing Congress to address unsustainable spending—while also serving as a convenient scapegoat if reforms fail. Ultimately, the core constraint remains America’s debt-dominated economy, which eliminates any possibility of a definitive solution. The coming years will involve managing, not solving, these problems through a painful and iterative process of half-measures and trade-offs—a era defined not by prosperity, but by the explicit return of economic constraints.

marsbit02/02 10:05

The Era Without Good Answers: Understanding Warsh, Trump, and the Next Four Years of a New Era

marsbit02/02 10:05

Kevin Warsh: Inflation is a 'Choice', I View Bitcoin as an Important Asset

Kevin Warsh, former Federal Reserve Governor during the 2008 financial crisis, argues that inflation is a deliberate "choice" made by policymakers, not an unavoidable phenomenon. In a discussion with Peter Robinson, Warsh criticizes the Fed for failing its core mandate of ensuring price stability, blaming recent high inflation on the central bank's actions rather than external factors like supply chains or geopolitical events. He emphasizes that the Fed possesses the tools to control inflation but has instead enabled excessive government spending and expanded its role beyond its original purpose. Reflecting on his time at the Fed, Warsh supported the aggressive liquidity measures during the 2008 crisis as necessary to restore market function but opposed later rounds of quantitative easing (QE), which he believed created a "free lunch" mentality and blurred the lines between monetary and fiscal policy. He expresses concern over the Fed’s bloated balance sheet, now around $7 trillion, and argues that reducing it would help lower inflation and interest rates. Warsh also discusses Bitcoin, which he views not as a threat to the dollar but as an important asset that holds policymakers accountable. He believes the U.S. can overcome its fiscal challenges through higher economic growth and productivity, particularly driven by AI, and calls for a return to the Fed’s original mission: to act sparingly and only in genuine emergencies.

marsbit01/30 09:17

Kevin Warsh: Inflation is a 'Choice', I View Bitcoin as an Important Asset

marsbit01/30 09:17

BofA's Hartnett: "New Global Order = New Global Bull Market = Gold & Silver Bull Market", Biggest Risk to Bull Market is East Asian Currency Appreciation

U.S. Bank's chief investment strategist Michael Hartnett argues that Trump’s push for global fiscal expansion is creating a "New World Order = New World Bull Market" framework. In this environment, gold and silver bull markets are expected to continue, while the greatest near-term risk is a rapid appreciation of East Asian currencies—specifically the yen, won, and Taiwan dollar—which could trigger a global liquidity crunch by reversing capital outflows from Asia. Hartnett recommends going long on international stocks and assets tied to economic recovery, with China being his top market pick due to its potential to catalyze bull markets in Japan and Europe as deflation ends. He projects gold could surge past $6,000, supported by long-term drivers like fiscal expansion and geopolitical tensions, though the metal is currently overbought. Small and mid-cap stocks are also expected to benefit from anticipated interest rate cuts, tax reductions, and tariff policies. However, Hartnett cautions that this bullish outlook depends on U.S. unemployment remaining low and Trump succeeding in reducing living costs to maintain public support. A key warning sign for market exit would be a simultaneous rise in the yen and the MOVE volatility index.

marsbit01/19 10:59

BofA's Hartnett: "New Global Order = New Global Bull Market = Gold & Silver Bull Market", Biggest Risk to Bull Market is East Asian Currency Appreciation

marsbit01/19 10:59

Arthur Hayes: Bitcoin's 'Dollar Liquidity Anxiety' – What Fate Awaits in the Easing Cycle?

Arthur Hayes analyzes the divergent performance of Bitcoin, gold, and US tech stocks (Nasdaq 100) in 2025, attributing it to shifts in US dollar liquidity and geopolitical factors. While Bitcoin declined due to contracting dollar liquidity, gold surged as central banks, wary of US sanctions after the 2022 Russian asset freeze, accelerated gold accumulation as a reserve alternative. The Nasdaq outperformed despite liquidity contraction because the US government, under Trump, effectively nationalized the AI industry, directing policy and credit to strategic sectors, similar to China's state-capitalist model. Hayes predicts a reversal in 2026, with three key drivers expanding dollar liquidity: the Fed's new Reserve Management Purchases (RMP) program injecting at least $40B monthly, increased bank lending to government-backed strategic industries, and a $200B mortgage-backed securities purchase to lower rates and stimulate housing. He argues Bitcoin's price is tightly correlated with dollar liquidity and expects it to rally as liquidity expands. His investment strategy includes leveraged Bitcoin exposure through equities like MSTR and Metaplanet, and accumulating Zcash (ZEC).

marsbit01/15 08:25

Arthur Hayes: Bitcoin's 'Dollar Liquidity Anxiety' – What Fate Awaits in the Easing Cycle?

marsbit01/15 08:25

Gold Rushes Ahead of Quantitative Easing, Bitcoin Awaits Liquidity (Part 2)

The article analyzes why Bitcoin has remained stagnant around $80,000 despite the U.S. entering a rate-cut cycle, while gold continues to rise. It attributes this divergence to two structural factors: high real interest rates due to persistent inflation and a "middle-layer blockage" where monetary easing isn't translating into looser financial conditions. Additionally, this is a defensive rate-cut cycle driven by recession risks and rising debt burdens, not growth, causing capital to prioritize safety over risk-taking assets like Bitcoin. The U.S. faces a debt trilemma: rolling over debt, shifting to short-term issuance, or allowing currency devaluation. Gold's surge reflects hedging against dollar devaluation. Bitcoin awaits confirmed liquidity expansion. The outlook involves two phases: an initial recession shock where gold may peak while Bitcoin faces a sell-off, followed by Fed-led liquidity expansion (QE) where Bitcoin absorbs excess liquidity and surges. Silver's role is noted, with its price action tied to industrial demand and the gold-silver ratio. Long-term, both gold and Bitcoin are expected to appreciate against fiat currencies due to persistent monetary debasement, with leadership shifting from gold to Bitcoin once liquidity floodgates open.

marsbit01/09 06:43

Gold Rushes Ahead of Quantitative Easing, Bitcoin Awaits Liquidity (Part 2)

marsbit01/09 06:43

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