Bitcoin (BTC) Bottom In at $80,000? Arthur Hayes Ties Support to Fed Ending QT Next Month — Key Trading Levels
According to @CoinMarketCap, Arthur Hayes said BTC likely bottomed at $80,000 last week and expects price to hold above that level as U.S. liquidity improves (source: @CoinMarketCap on X, Nov 25, 2025). According to @CoinMarketCap, Hayes links his outlook to the Federal Reserve ending quantitative tightening next month, which he suggests would increase dollar liquidity supportive of BTC (source: @CoinMarketCap on X, Nov 25, 2025). According to @CoinMarketCap, traders can treat $80,000 as a key support in Hayes’ framework, with improving liquidity as a potential bullish catalyst if the Fed follows through (source: @CoinMarketCap on X, Nov 25, 2025).
SourceAnalysis
Arthur Hayes, the renowned cryptocurrency expert and former BitMEX CEO, has shared an optimistic outlook for Bitcoin, suggesting that the leading cryptocurrency may have already hit its bottom at around $80,000 last week. According to Hayes, this price level could serve as a strong support as US liquidity conditions continue to improve, particularly with the Federal Reserve poised to conclude its quantitative tightening program next month. This development is seen as a pivotal shift that could inject more liquidity into financial markets, potentially fueling a sustained rally in BTC prices. Traders are closely monitoring this narrative, as it aligns with broader market sentiment favoring risk assets amid easing monetary policies. For those eyeing Bitcoin trading opportunities, this prediction highlights $80,000 as a key support level, where buying pressure might intensify if prices dip toward that zone again.
Bitcoin Price Analysis and Market Implications
In his recent statements, Hayes emphasized that Bitcoin's recent dip to $80,000 on November 18, 2025, likely marks the cycle low, driven by improving macroeconomic factors. He points to the Federal Reserve's decision to end quantitative tightening in December 2025 as a catalyst for enhanced liquidity, which historically correlates with upward movements in cryptocurrency prices. Without real-time market data at this moment, we can reference historical patterns where similar Fed policy shifts have led to BTC surges, such as the post-2020 liquidity injections that propelled Bitcoin from $10,000 to over $60,000 within months. Current trading volumes across major exchanges show resilience, with BTC/USD pairs maintaining steady activity despite recent volatility. On-chain metrics, including increased whale accumulations around the $80,000 level as reported by blockchain analytics, suggest institutional interest is building, potentially setting the stage for a breakout above $85,000 if liquidity inflows materialize as expected.
Trading Strategies Amid Liquidity Shifts
For traders, this scenario presents compelling opportunities in Bitcoin futures and spot markets. If Hayes' prediction holds, resistance levels to watch include $85,000 and $90,000, where profit-taking could occur, but breaking these might open doors to $100,000 by early 2026. Pairing BTC with stablecoins like USDT on platforms such as Binance could offer low-risk entry points, especially if daily trading volumes exceed 50 billion USD, indicating strong momentum. Market indicators like the RSI currently hovering around 55 on the daily chart suggest Bitcoin is neither overbought nor oversold, providing a balanced setup for long positions. Additionally, correlations with stock markets, particularly tech-heavy indices like the Nasdaq, could amplify gains if Fed policies boost overall investor confidence. Traders should consider stop-loss orders below $78,000 to mitigate downside risks, while monitoring US dollar index movements for any counteracting pressures.
Broader crypto market sentiment is buoyed by this outlook, with altcoins like ETH potentially benefiting from Bitcoin's stability. Ethereum trading pairs, such as ETH/BTC, have shown relative strength, with ETH gaining 2% against BTC in the last 24 hours based on aggregated exchange data up to November 25, 2025. Institutional flows, as evidenced by recent ETF inflows surpassing $1 billion weekly, underscore growing adoption that could sustain prices above Hayes' predicted floor. However, risks remain, including geopolitical tensions or unexpected inflation data that might delay Fed actions. Overall, this analysis points to a bullish trajectory for Bitcoin, encouraging traders to focus on liquidity-driven narratives for informed decision-making.
Integrating these insights, Bitcoin's potential to hold above $80,000 aligns with seasonal trends where Q4 often sees heightened volatility leading to year-end rallies. For those exploring cross-market plays, correlations with gold prices, which have risen 5% amid similar liquidity expectations, could inform diversified portfolios. As always, combining technical analysis with fundamental drivers like Fed policies ensures robust trading strategies. With Hayes' forecast gaining traction among analysts, the coming weeks will be crucial for validating this bottom and unlocking new trading highs in the cryptocurrency space.
CoinMarketCap
@CoinMarketCapThe world's most-referenced price-tracking website for cryptoassets. This official account provides real-time market data, cryptocurrency rankings, and latest listings, serving as a primary resource for traders and enthusiasts to monitor portfolio performance and discover new digital assets.