The Correlation Between Dollar Liquidity and Bitcoin Value: Insights from Arthur Hayes

Nov 25, 2023

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Article Summary

Summary

Arthur Hayes, the co-founder of BitMEX, believes that there is a correlation between the increase in U.S. dollar liquidity and the value of Bitcoin (BTC). He shared a chart on Twitter showing the shifts in net reverse repurchase agreement (RRP) and the Treasury general account balance (TGA), emphasizing the rise in dollar liquidity and its potential impact on BTC. Another crypto analyst also provided additional information, highlighting a net liquidity spike of $106 billion since November 21. This increase in liquidity has raised concerns about its effects on various asset classes, including cryptocurrencies.

Introduction

Arthur Hayes, co-founder of BitMEX, recently discussed his positive outlook on Bitcoin and its correlation with the increase in U.S. dollar liquidity. Hayes shared a chart on Twitter showing the shifts in net RRP and TGA balances, highlighting the rise in dollar liquidity and its potential impact on BTC’s value. This article explores Hayes’ views and the additional information provided by a crypto analyst regarding the correlation between dollar liquidity and the price of BTC.

Main Points

  1. Arthur Hayes, co-founder of BitMEX, believes that there is a correlation between the increase in U.S. dollar liquidity and the value of Bitcoin (BTC).
  2. Hayes shared a chart on Twitter showing the shifts in net reverse repurchase agreement (RRP) and the Treasury general account balance (TGA), emphasizing the rise in dollar liquidity.
  3. A crypto analyst provided additional information, highlighting a net liquidity spike of $106 billion since November 21.
  4. This increase in liquidity has raised concerns about its effects on various asset classes, including cryptocurrencies, such as BTC.

Conclusion

Arthur Hayes’ positive outlook on Bitcoin and its correlation with the increase in U.S. dollar liquidity suggests that as the dollar’s liquidity surges, the value of BTC will also grow. The rise in net liquidity since November 21 has raised concerns about its potential impact on cryptocurrencies and other asset classes. As Bitcoin continues to reach new highs, investors and Bitcoin backers will closely monitor the effects of liquidity injections on the crypto market.


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