# Сопутствующие статьи по теме QE

Новостной центр HTX предлагает последние статьи и углубленный анализ по "QE", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

‘On the bullish side of liquidity cycle’ – What does that mean for Bitcoin?

The "crypto winter" narrative is fading as global dollar liquidity begins to rise again, marking a potential structural shift for risk assets like Bitcoin. According to analysts including BitMEX co-founder Arthur Hayes, liquidity contraction bottomed in November 2025, with a projected $8.165 billion Fed injection expected in early January 2026. This shift to a "bullish side of the liquidity cycle" has already impacted markets: U.S. Spot Bitcoin ETFs snapped a losing streak with $355 million in inflows, led by BlackRock and Ark 21Shares. Despite December’s outflows and price stagnation, Bitcoin remains in a "deep value" zone, suggesting a long-term bottom. However, BTC has yet to fully react to expanding global liquidity, trading 30% below its all-time high as traders remain cautious. The reversal in ETF flows signals early institutional positioning amid improving macro conditions.

ambcrypto01/01 06:03

‘On the bullish side of liquidity cycle’ – What does that mean for Bitcoin?

ambcrypto01/01 06:03

Why the 2026 macro outlook could spark a 2020-style Bitcoin rally

The market is shifting focus to 2026 after a challenging 2025, marked by a liquidity crunch and Bitcoin's first negative year since 2022. Despite this, historical cycles suggest such conditions often precede major Bitcoin rallies. Key macro factors, including quantitative easing, institutional adoption, and regulatory developments, significantly influenced BTC's price in 2025, driving it to multiple all-time highs near $126k, though external pressures also caused notable pullbacks. Looking ahead, the 2026 macroeconomic setup is drawing comparisons to 2020, when aggressive fiscal stimulus and monetary easing propelled Bitcoin from $10k to $69k. Similar catalysts are aligning for 2026, including potential stimulus checks, the end of quantitative tightening, crypto deregulation under the Clarity Act, and record retail participation. This combination of supportive policies and improved market clarity could fuel a significant Bitcoin rally, reminiscent of its 2020-2021 bull run.

ambcrypto12/30 03:03

Why the 2026 macro outlook could spark a 2020-style Bitcoin rally

ambcrypto12/30 03:03

Federal Reserve Q1 2026 Outlook: Potential Impact on Bitcoin and Crypto Markets

The Federal Reserve's potential pause on interest rate cuts in Q1 2026, amid persistent inflation pressures, could drive Bitcoin down to $70,000 and Ethereum to $2,400. Despite three rate cuts in 2025, crypto markets experienced a sell-off, losing over $1.45 trillion in total market cap from October highs. Fed officials emphasize data dependency and inflation risks, with uncertainty around data accuracy due to a government shutdown. However, the Fed's "stealth QE" — including Reserve Management Purchases of $40 billion in Treasury bills — may inject liquidity and stabilize crypto prices. If this continues, BTC could rise to $92,000–$98,000 with strong ETF inflows, and ETH might reach $3,600, supported by layer-2 scaling and restaking yields. Liquidity, not just rate cuts, remains key to crypto market direction.

marsbit12/25 16:44

Federal Reserve Q1 2026 Outlook: Potential Impact on Bitcoin and Crypto Markets

marsbit12/25 16:44

Arthur Hayes Claims Bitcoin Will Rally to $200,000, Despite Crypto Becoming ‘Worst Performing’ Asset of 2025

Arthur Hayes, a millionaire investor, predicts Bitcoin could surge to $200,000 despite cryptocurrencies being the worst-performing asset class in 2025. He attributes this potential rally to the Federal Reserve’s Reserve Management Purchases (RMP) program, which he equates to quantitative easing, arguing it will inject significant liquidity into markets. Hayes expects Bitcoin to trade between $80,000 and $100,000 until the new year before sharply rising as investors recognize the scale of monetary expansion. He also anticipates further support from global central banks easing policies. However, crypto has underperformed traditional assets like gold and silver this year, with Bitcoin down 6% year-to-date. Technical analysts warn Bitcoin may still face a corrective phase, with potential downside toward $69,000–$71,400, and note that holiday trading rarely alters broader market trends.

ccn.com12/24 12:37

Arthur Hayes Claims Bitcoin Will Rally to $200,000, Despite Crypto Becoming ‘Worst Performing’ Asset of 2025

ccn.com12/24 12:37

Bitcoin's 'Strict Headmaster' Arrives? If He Takes the Helm at the Fed, the Crypto Party Could End Abruptly

The article discusses the potential implications of Kevin Warsh, a former Federal Reserve governor and Wall Street insider, becoming the next Fed Chair. Unlike other candidates like Kevin Hassett, who is seen as favoring lower interest rates and easier monetary policy, Warsh represents a more disciplined approach. Having worked at Morgan Stanley and experienced the 2008 financial crisis firsthand, Warsh is highly sensitive to systemic risks and liquidity issues. Warsh’s policy stance combines aggressive quantitative tightening (QT) with moderate interest rate cuts. He aims to control inflation by reducing the money supply and restoring the dollar’s credibility, while also easing corporate financing costs. This approach could challenge risk assets like cryptocurrencies, which have thrived in an era of abundant liquidity. If appointed, Warsh could bring stricter regulation to crypto, particularly stablecoins, potentially requiring full cash or short-term debt reserves. He opposes a retail central bank digital currency (CBDC) on privacy grounds but supports a wholesale CBDC for interbank settlements. While his policies may pressure crypto in the short term, they could also foster more institutional adoption and real-world asset (RWA) integration in the long run. However, the article notes that political pressures—especially from a Trump administration seeking lower rates and economic growth—could ultimately influence Warsh’s decisions, regardless of his personal beliefs.

Odaily星球日报12/22 09:27

Bitcoin's 'Strict Headmaster' Arrives? If He Takes the Helm at the Fed, the Crypto Party Could End Abruptly

Odaily星球日报12/22 09:27

Crypto Founder Reveals What Will Drive Bitcoin Price To $200,000 In 2026

BitMEX co-founder Arthur Hayes predicts Bitcoin could reach $200,000 in 2026, driven by the U.S. Federal Reserve's Reserve Management Purchases (RMP), which he equates to quantitative easing (QE). Despite the crypto market downturn, Hayes believes RMP will inject significant liquidity, sparking a parabolic rally. He expects Bitcoin to trade between $80,000 and $100,000 until early 2026 before surging, with a peak around March 2026. However, on-chain analytics platform CryptoQuant warns Bitcoin could still drop to $56,000, citing slowed demand growth and a potential bear market. Currently, Bitcoin is trading around $88,400.

bitcoinist12/20 21:02

Crypto Founder Reveals What Will Drive Bitcoin Price To $200,000 In 2026

bitcoinist12/20 21:02

Arthur Hayes' Latest Podcast: Got the Script for Next Year, Already Fired 90% of the Bullets

In his latest podcast, Arthur Hayes, co-founder of BitMEX, shares his macro outlook and investment strategy for the coming year. He argues that the market is waiting for a form of quantitative easing (QE) that will never be explicitly announced. Instead, the Federal Reserve will use new tools like "Reserve Management Purchases" (RMP) to inject liquidity by buying short-term Treasury bills, effectively achieving the same stimulative effect as QE without using the politically toxic term. Hayes believes the market will initially misunderstand RMP but will eventually recognize it as money printing, leading to a significant asset price rebound starting in early 2025, with potential volatility around March before a sustained uptrend. Hayes reveals his fund, Maelstrom, is nearly fully invested, with 90% of capital deployed, and remains confident even if Bitcoin drops below $80,000. He highlights Ethena (ENA) as one of his most successful altcoin bets due to its capture of interest rate dynamics, and is bullish on privacy and zero-knowledge (ZK) projects like Zcash for the next cycle, despite regulatory hurdles that limit exchange listings. He cautions against shorting AI-related stocks like NVIDIA and emphasizes that the U.S. administration will prioritize low rates and financial market growth to sustain the AI-driven economy, regardless of who leads the Fed. Hayes maintains his long-term Bitcoin target of $250,000 by 2026, warns against the overuse of leverage, and dismisses the notion that market makers are manipulating prices. He concludes that "altcoin seasons" are constant but require adapting to new narratives rather than clinging to past cycles.

marsbit12/20 02:21

Arthur Hayes' Latest Podcast: Got the Script for Next Year, Already Fired 90% of the Bullets

marsbit12/20 02:21

Arthur Hayes' Latest Podcast: Got the Script for Next Year, Already Fired 90% of the Bullets

Arthur Hayes, co-founder of BitMEX, shares his macro outlook and investment strategy in a recent podcast. He argues that the market is waiting for a "magic word like QE" from the Fed, but it won't come in its traditional form. Instead, he predicts a rebranded version of money printing called "Reserve Management Purchases" (RMP) will provide liquidity, with its full impact being recognized by the market around March next year, leading to a significant asset price recovery. Hayes is heavily invested, having deployed 90% of his capital, and remains confident in Bitcoin's long-term rise, reiterating a $250,000 price target for 2026. He warns against shorting AI-related stocks like NVIDIA, calling it a trap. For altcoins, he sees the next major narrative in privacy and ZK technologies, with Zcash (ZEC) as a current holding, though he acknowledges regulatory hurdles for privacy coins. He highlights Ethena (ENA) as one of his most successful and confident bets, expecting a sharp rally as monetary conditions ease. Hayes dismisses the idea that "altseason" is missing, stating it's always happening with new trends, and criticizes those who are too risk-averse to participate. The most dangerous macro narrative, in his view, is the belief that central banks will tighten policy. His key advice is to avoid excessive leverage and stop blaming market makers for price movements.

Odaily星球日报12/20 02:15

Arthur Hayes' Latest Podcast: Got the Script for Next Year, Already Fired 90% of the Bullets

Odaily星球日报12/20 02:15

Arthur Hayes argues new Fed liquidity tool “RMP” masks renewed money printing

Arthur Hayes, former BitMEX CEO, argues the Federal Reserve's new "Reserve Management Purchases" (RMP) program is effectively a disguised form of quantitative easing (QE). He claims that by purchasing short-term Treasury bills and managing liquidity, the Fed is financing government spending while avoiding the political stigma of QE. Hayes warns this is highly inflationary and erodes the purchasing power of ordinary citizens, while benefiting holders of scarce assets like Bitcoin, gold, and silver. The article notes the Fed recently cut rates and announced $40 billion in short-term Treasury purchases, which Chair Jerome Powell framed as a technical adjustment. However, analysts suggest mixed signals may dampen a sustained Bitcoin rally. Polymarket data indicates a high probability of no further rate cuts in January.

cointelegraph12/19 19:07

Arthur Hayes argues new Fed liquidity tool “RMP” masks renewed money printing

cointelegraph12/19 19:07

Year-End Critical Moment: What the FOMC Decision Means for the Crypto Market

Amid a critical year-end period, Bitcoin hovers around $90,000 with the crypto fear and greed index hitting 25 (extreme fear). The December FOMC meeting delivered an expected 25-basis-point rate cut but adopted a hawkish tone, projecting only one more cut in 2026, causing a brief dip below $90k. However, the Fed also initiated a Reserve Management Purchase (RMP) plan, injecting $40 billion monthly in Treasury liquidity—a form of "stealth QE" that may reshape 2026 market dynamics. On-chain data shows significant capitulation among short-term holders, with realized losses near historic highs, while exchange reserves decline sharply, suggesting accumulation by long-term investors. Seasonal patterns like the "Christmas low-Lunar New Year rally" and increasing institutional adoption—shifting from pure Bitcoin exposure to ETH, altcoins, and tokenized assets—support a potential rebound. Despite short-term volatility and macro uncertainty, indicators like MVRV Z-Score and RHODL Ratio signal a buying opportunity. The convergence of cyclical patterns, improving liquidity, and structural institutional participation frames the current pullback as a mid-cycle adjustment rather than a bear market, offering a strategic entry point for 2026 positioning.

比推12/18 08:24

Year-End Critical Moment: What the FOMC Decision Means for the Crypto Market

比推12/18 08:24

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