Foresight News reports that BitMEX co-founder Arthur Hayes stated in his latest blog (Sasa) that he believes the crypto market will peak in mid-March, followed by a significant correction. The article indicates that Bitcoin bottomed out in the third quarter of 2022, when the Federal Reserve's reverse repurchase agreements (RRP) peaked; Yellen adjusted the bond strategy, withdrawing over $2 trillion from RRP, injecting liquidity into the market, driving cryptocurrency and stock prices up. In the first quarter of 2025, the market will focus on whether dollar liquidity can offset the slow implementation of Trump's policies. If liquidity is sufficient, increasing risk exposure will be a safe choice.
Arthur Hayes suggests, 'Investors should sell towards the end of the first quarter and wait for improved liquidity conditions in the third quarter. As the Chief Investment Officer of Maelstrom, I recommend risk-takers shift to an aggressive mode and venture into the decentralized science (DeSci) altcoin space, where we favor undervalued projects and have already purchased BIO, VITA, ATH, GROW, PSY, CRYO, NEURON. If things go smoothly, I will reduce my benchmark position in March.'