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Arthur Hayes on Stablecoins, Geopolitics, and Bitcoin’s Next Peak


by Coin Edition
for CoinEdition
Arthur Hayes' new bullish thesis for Bitcoin, centers on the GENIUS Act, a calming geopolitical climate
  • Hayes sees the GENIUS Act as effectively putting US stablecoin issuance in the hands of banks or heavily regulated entities
  • His logic is that SLR relief opens institutional gateways, bank-regulated stablecoins improve trust and stability, and geopolitical calm signals a renewed risk-on environment
  • Hayes believes that all of these factors combined set the stage for new Bitcoin all-time highs

Arthur Hayes outlined a bullish thesis for Bitcoin and crypto at large, centered on three key fronts. 

The first one notes the progress toward excluding UST (US Treasury) stablecoins from the Supplementary Leverage Ratio (SLR) regulation, which would reduce capital charges for banks holding stablecoins. This could unlock more bank involvement, increasing liquidity and institutional support for crypto, but only if US regulators finalize it.

Second, Hayes sees the GENIUS Act (now passed by the Senate) as effectively putting US stablecoin issuance in the hands of banks or heavily regulated entities. He believes this shift is positive for crypto as it brings transparency, trust, and regulatory legitimacy to the stablecoin sector.

Finally, Hayes touched on the current geo…

The post Arthur Hayes on Stablecoins, Geopolitics, and Bitcoin’s Next Peak appeared first on Coin Edition.

Read the article at CoinEdition

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Arthur Hayes on Stablecoins, Geopolitics, and Bitcoin’s Next Peak


by Coin Edition
for CoinEdition
Arthur Hayes' new bullish thesis for Bitcoin, centers on the GENIUS Act, a calming geopolitical climate
  • Hayes sees the GENIUS Act as effectively putting US stablecoin issuance in the hands of banks or heavily regulated entities
  • His logic is that SLR relief opens institutional gateways, bank-regulated stablecoins improve trust and stability, and geopolitical calm signals a renewed risk-on environment
  • Hayes believes that all of these factors combined set the stage for new Bitcoin all-time highs

Arthur Hayes outlined a bullish thesis for Bitcoin and crypto at large, centered on three key fronts. 

The first one notes the progress toward excluding UST (US Treasury) stablecoins from the Supplementary Leverage Ratio (SLR) regulation, which would reduce capital charges for banks holding stablecoins. This could unlock more bank involvement, increasing liquidity and institutional support for crypto, but only if US regulators finalize it.

Second, Hayes sees the GENIUS Act (now passed by the Senate) as effectively putting US stablecoin issuance in the hands of banks or heavily regulated entities. He believes this shift is positive for crypto as it brings transparency, trust, and regulatory legitimacy to the stablecoin sector.

Finally, Hayes touched on the current geo…

The post Arthur Hayes on Stablecoins, Geopolitics, and Bitcoin’s Next Peak appeared first on Coin Edition.

Read the article at CoinEdition

Read More

XRP and SOL Signal Bullish Strength While Traders Hedge For Downside in Bitcoin and Ether

XRP and SOL Signal Bullish Strength While Traders Hedge For Downside in Bitcoin and Ether

Options data from Deribit reveals a striking divergence in sentiment for major crypto...
[LIVE] Crypto News Today: Latest Updates for Sept. 8, 2025 –Crypto Market Rebounds as AI, Meme Coins Lead; Worldcoin Jumps 20%

[LIVE] Crypto News Today: Latest Updates for Sept. 8, 2025 –Crypto Market Rebounds as AI, Meme Coins Lead; Worldcoin Jumps 20%

Follow up to the hour updates on what is happening in crypto today, September 8. Mark...