Arthur Hayes: Liquidity Wins Crisis Trades

Arthur Hayes told @CryptoMichNL that nailing one crisis like 2008 lets investors stay rich forever by staying liquid and scooping quality assets cheap, while AI industry impact has already pulled $1.5 trillion away from crypto and will keep doing so until the bubble bursts. BTC price prediction models now hinge on that liquidity event rather than four-year cycles, because Bitcoin stalled when capital fled to AI buildout that mirrors the railroad era's boom-and-crash pattern. On the 4h chart BTC trades at $62740.59 inside the Bollinger band with bearish EMA50 at $63805.7 acting as resistance and EMA200 at $68105.74 capping upside, while MACD death cross at -376.97 and RSI at 39.69 signal momentum remains weak until price can reclaim the upper band at $65321.83 or finds support near the lower band at $62008.92.