#数字资产市场动态 The latest statement from BitMEX executive Hayes has sparked a buzz in the crypto circle—will the 2026 US dollar liquidity window drive Bitcoin to take off again?

Just past the halfway point of the new year, the crypto community is already abuzz with a key prediction. In a recent analytical article, Hayes systematically laid out a chain of viewpoints: the Federal Reserve may initiate balance sheet expansion, commercial banks might loosen credit policies, and mortgage costs still have room to decline—once these three dimensions act simultaneously, liquidity in the dollar ecosystem is bound to be released.

Those familiar with the logic of crypto market operations understand what this implies. The historical data is clear: during the most aggressive Bitcoin rally phases, almost all coincided with a loose dollar cycle. When the amount of liquid capital in the market increases, the attractiveness of risk assets naturally rises. As a representative of risk assets, Bitcoin has always been at the forefront.

Hayes directly set the time window at 2026, effectively sending a clear signal to traders. Many holders have already begun adjusting their positions based on this forecast.

Of course, there are also voices of concern—Federal Reserve policies often involve uncertainties, and whether the actual liquidity injection will meet expectations is uncertain. No one can be 100% sure about this.

But that doesn’t diminish the influence of viewpoints like Hayes’. In the crypto trading community, the logic frameworks of major players often serve as market sentiment indicators. How $BTC performs next ultimately depends on when and how strongly this wave of dollar liquidity will truly flood into the market.