Arthur Hayes Optimistic Bitcoin Will Surpass $120,000..."AI and War Will Drive Up Prices"

▲ Bitcoin (BTC), Gold/AI generated image

Arthur Hayes, co-founder of BitMEX, has predicted that Bitcoin (BTC) will reach $125,000 by the end of the year.

According to a report by cryptocurrency media outlet The Crypto Basic on April 28 (local time), Hayes attended the Bitcoin 2026 conference in Las Vegas and emphasized, "The future of Bitcoin is more optimistic than ever." He then cited artificial intelligence (AI), war, and changes in financial regulations as reasons for Bitcoin's price surge.

Hayes noted that the entity responsible for printing money is shifting from central banks to commercial banks. He analyzed that new banking regulations, which came into effect on April 1, have enabled the creation of trillions of dollars in new credit. He believes that market liquidity will explode as commercial banks begin lending to strategic industries. He diagnosed, "The amount of newly created credit will overwhelm the amount of credit disappearing due to AI."

Inflation due to war is also a key driver of Bitcoin's rise. Hayes explained, "In a wartime economy, government spending surges, and a massive amount of money is inevitably released." This means that as geopolitical tensions rise, the value of the dollar declines, and demand for scarce assets increases. He predicted that this macroeconomic environment would highlight Bitcoin as a powerful store of value.

The adoption of Bitcoin by AI agents is also one of the reasons for the price surge. AI agents prefer transparent and neutral blockchain networks. Hayes analyzed, "AI will choose Bitcoin to autonomously perform economic activities without human intervention." Bitcoin provides a liquid infrastructure that allows for instant settlement anywhere in the world. This is an essential function for AI as a form of wealth that cannot be seized in the digital age.

The market is paying attention to the $125,000 target price proposed by Hayes and is monitoring changes in trading volume. Hayes also added the observation that Kevin Warsh, who is being considered as the next Federal Reserve Chairman, will not be as hawkish as the market fears. With regulatory easing and liquidity supply aligning, Bitcoin's historic rally is ready to begin. The virtual asset industry's expectations are at their peak due to the confident voice of the prominent investor.

*Disclaimer: This article is for investment reference only, and we are not responsible for any investment losses based on it. The content should be interpreted for informational purposes only.*