Arthur Hayes Says EUR/JPY Drop Could Fuel Crypto Liquidity Surge

Hayes outlines Major ETH upside and ties Bitcoin’s direction to EUR/JPY strength

TL;DR Arthur Hayes sees Ethereum reaching $10,000 by the end of 2026 as dollar liquidity expands. He also expects Bitcoin’s next major move to be signaled by EUR/JPY, which he forecasts falling toward 140 or below. His thesis focuses on banking stress, Federal Reserve liquidity and Treasury funding, while ENA and ETHFI remain higher-risk bets with similarly aggressive upside targets. Hayes is shifting attention away from short-term Federal Rese…

Arthur Hayes Says Falling EUR/JPY Is the Ultimate Crypto Liquidity Signal

Maelstrom CIO Arthur Hayes argues that a falling EUR/JPY pair is the cleanest early warning indicator for fresh global crypto liquidity ahead.

Arthur Hayes Says Ignore Warsh and Watch EUR/JPY for Bitcoin's Next Move

Hayes sees French banks as a potential fault line, with BNP Paribas, Credit Agricole, and Societe Generale tied to US repo lending.

Arthur Hayes Says EUR/JPY Drop Could Fuel Crypto Liquidity Surge

Arthur Hayes says a falling EUR/JPY could unlock a fresh wave of crypto liquidity. He argues the currency move signals more dollar printing at the Federal Reserve. The Maelstrom chief investment officer forecasts EUR/JPY falling from about 185 to below 140 by June 2027. He links the move to US...