Arthur Hayes Shouts: BTC + ZEC Liquidity Surge? U.S. Government Shutdown to End

Image: https://x.com/CryptoHayes/status/1987688688596508791

Arthur Hayes, the former BitMEX founder, is a prominent and often-discussed figure in the digital currency space. Recently, Hayes publicly expressed a bullish outlook on two major cryptocurrencies—Bitcoin (BTC) and Zcash (ZEC)—forecasting “explosive” growth ahead. At the same time, the long-standing U.S. government shutdown appears close to resolution, which Hayes sees as a macroeconomic catalyst for digital asset appreciation. This article breaks down the background, market trends, opportunities, and practical recommendations for newcomers seeking to capitalize on this potential window.

The Context Behind Hayes’ Trading Call

Hayes recently stated that the liquidity system supporting the U.S. dollar and government is undergoing fundamental changes. He noted that the pace of U.S. government money printing and increased fiscal spending may accelerate, eroding the purchasing power of traditional currencies—especially the dollar. In this climate, limited-supply digital assets like BTC are poised to serve as reliable hedges and stores of value. According to CryptoRank, Hayes attributes his confidence in BTC and ZEC to the “resumption of large-scale money printing and welfare distribution by the U.S. government.”

Hayes also singled out ZEC—a privacy-focused cryptocurrency—which now ranks as the second-largest holding in his family office, Maelstrom, after Bitcoin. This combination of a prominent figure and trending asset has naturally captured market attention. For newcomers, it is crucial to understand the rationale behind the call instead of blindly following the trend.

Market Impact of the Impending End to the U.S. Government Shutdown

The U.S. government shutdown remains a significant risk factor for global financial markets. Investors have been concerned that prolonged shutdowns could disrupt economic data releases and policy execution, increasing market uncertainty.

Recent reports indicate the Senate is making progress on legislation to restore government operations, prompting a favorable market reaction. What makes this bullish for digital assets? Key factors include:

• The end of the shutdown reduces fears of liquidity shortages and policy gridlock, boosting risk appetite.
• Government resumption may heighten expectations for fiscal and monetary stimulus, making scarce, inflation-resistant assets like BTC more attractive.
• Privacy coins such as ZEC may see increased demand as hedging tools during periods of policy uncertainty.

Thus, while Hayes focuses on BTC and ZEC, this macro development acts as both backdrop and potential catalyst.

Current Trends and Opportunities for BTC and ZEC

Recent data shows BTC has broken above the $106,000 level, signaling improved market sentiment. Hayes’ endorsement has driven a surge in ZEC’s popularity across online communities and media, despite price volatility. Given these factors, consider the following opportunities:

• Scarcity advantage: BTC’s capped supply and ZEC’s privacy features could command higher valuations as regulatory and data privacy issues draw increasing attention.
• Macro tailwinds: The U.S. government’s restart and potential liquidity influx support digital assets’ dual roles as liquid and hedging instruments.
• “Trading call effect”: Hayes’ public stance provides market direction. While newcomers may use this as a reference, it should not be their sole decision-making factor.

Risks remain, including elevated market volatility, regulatory uncertainty, and rapidly shifting technical and fundamental factors.

How Should Beginners Approach This Opportunity?

If you’re new to digital assets or eager to get started, consider these key steps:

• Diversify: Avoid putting all your capital into a single asset or strategy. Allocate funds across assets with varying characteristics, such as BTC and ZEC.
• Start small and set stop-losses: Define your risk limits—invest only 5–10% of funds you’re prepared to lose.
• Monitor macro events: Watch for major developments like the U.S. government shutdown, monetary policy changes, and regulatory updates, as these can trigger short-term volatility.
• Adopt a long-term, cautious approach: Even if Hayes is bullish, markets may not immediately follow suit. Focus on learning and observation.
• Verify information sources: Don’t chase headlines or trading calls; review the original analysis, supporting data, and prevailing market sentiment.

Conclusion

Hayes’ stance provides a compelling perspective. When macroeconomic tailwinds—like a potential U.S. government restart—align with the scarcity value of digital assets, BTC and ZEC may be set for fresh upside. For newcomers, however, it’s critical to grasp the underlying logic, manage risk, and remain measured. Over the coming weeks, developments in U.S. government policy, capital flows, and market sentiment will be pivotal. We hope this article helps you take a confident and informed first step into digital assets.