The post Tom Lee Explains Why Gold Is Soaring While Bitcoin Struggles appeared first on Coinpedia Fintech News

Speaking on CNBC, BitMine CEO Tom Lee explained why gold prices have risen strongly while Bitcoin has struggled. He said metals are moving higher due to a weak U.S. dollar and strong global demand. 

At the same time, the crypto market remains under pressure and has not been able to keep up with gold’s rally.

Tom Lee on Gold Rally and Dollar Weakness

According to the interview aired this week, Tom Lee said the recent surge in gold and silver was one of the most surprising trades of the year. He said strong momentum, investor demand, and global uncertainty have all pushed precious metals higher.

He explained that the U.S. dollar remains under pressure as global growth improves and the Federal Reserve stays cautious on rate cuts. A weaker dollar usually supports hard assets, which is why gold has continued to climb. 

Lee added that in some regions, especially in China, demand has been unusually strong, with certain silver ETFs actually trading at high premiums.

“I think it’s really eye-popping, but it might just be a lot of price momentum too.”

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Why Crypto Is Not Keeping Up With Gold

Futher when asked about seeing strong momentum in precious metals, but not as much in cryptocurrencies.

Despite similar market conditions, Lee said crypto has failed to benefit from the same situational, even while considered as a haven.

Yeah, crypto’s been a huge disappointment because whether it’s debasement, geopolitical uncertainty, or central banks easing, those have been tailwinds for precious metals.

It really should be a tailwind for crypto, but I think crypto suffered and still hasn’t recovered from the October 2025 crash. 

Each time crypto prices attempted to recover, new shocks forced traders to reduce risk again. This has kept confidence low and slowed any sustained rebound.

Investor Money Will Now Shift To Bitcoin

Market history shows that when gold prices peak and start to fall, investors often move their money into Bitcoin. This pattern was seen in 2017 and 2021. After gold lost momentum in those years, Bitcoin rallied strongly, jumping nearly 1000% in 2017 and around 400% in 2021.

Recently, gold appears to have reached a top again. Prices fell from around $5,600 to nearly $4,892, a drop of about 13%

Such a pullback often signals that the strong gold rally may be slowing down. When this happens, the crypto market tends to rally hard.

FAQs

The post 174 Americans Hit in $36.9M Crypto Scam as DOJ Hands Prison Sentence appeared first on Coinpedia Fintech News

A U.S. court sentenced Jingliang Su, a 45-year-old Chinese national, to 46 months in federal prison for laundering more than $36.9 million from a crypto investment scam. The scheme, run from Cambodia, targeted 174 Americans.

U.S. District Judge R. Gary Klausner also ordered Su to pay $26.8 million in restitution. Su pleaded guilty in June 2025 to conspiracy to operate an illegal money transmitting business. He has been in federal custody since December 2024.

How the Scam Worked

The scam started on social media, dating apps, phone calls, and text messages. Co-conspirators reached out to victims and spent time building trust before pitching fake crypto investment opportunities.

They set up websites that looked like real trading platforms. Victims deposited funds and saw fake profits on their screens. In reality, the money was already gone.

From there, Su and others moved victim funds through U.S. shell companies to an account at Deltec Bank in the Bahamas. The funds were then converted to USDT and sent to digital wallets in Cambodia, where scam center operators collected the money.

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Eight Others Plead Guilty

Su was not working alone. Eight co-conspirators have pleaded guilty so far. ShengSheng He received 51 months in prison. Jose Somarriba got 36 months. Both faced the same conspiracy charge as Su.

“This defendant and his co-conspirators scammed 174 Americans out of their hard-earned money,” said Assistant Attorney General A. Tysen Duva. “In the digital age, criminals have found new ways to weaponize the internet for fraud.”

DOJ Continues Crypto Fraud Crackdown

The case is part of the Department of Justice’s ongoing push against international scam networks. Since 2020, the DOJ’s Computer Crime and Intellectual Property Section has convicted over 180 cybercriminals and returned more than $350 million to victims.

The U.S. Secret Service, Homeland Security Investigations, and the Dominican National Police assisted in the investigation.

FAQs

The post ‘Buy Everything’ Crypto Strategy Is Dead, Says Blockworks Research Head appeared first on Coinpedia Fintech News

The 2021 playbook is dead. Buying everything no longer works.

Ryan Connor, Head of Research at Blockworks, told Milk Road’s John Gillen that most crypto projects fail the moment you look past the surface. The market has moved on, and many investors haven’t caught up.

Connor said the last cycle rewarded tokens that had nothing real behind them.

“People in crypto were rewarding tokens for doing nothing, like bringing nothing to the table. All you needed in 2021 was a story and a token and some branding and you could walk away a multi-millionaire. That’s no longer the case.”

The buyers have changed. Institutions now set the pace, and they want real teams, real revenue, and real value. Tokens built on hype alone are getting wiped out.

Why Macro Matters More Than You Think

Connor pointed out that crypto tracks NASDAQ closely. You cannot have a crypto view without a macro view.

Right now, the setup looks solid. The VIX is healthy, high yield spreads are tight, and the Fed is forecasting 5% GDP growth, the highest since 2014. More than half of that growth comes from the AI boom.

Deregulation is also helping. Connor described it as a “pressure cooker” release after years of regulatory crackdowns.

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Where the Smart Money Is Going

Connor named Pendle Finance as a 12-month play. The protocol holds 25-30x more TVL than its closest competitor in yield stripping. It wins whether stablecoins or perpetuals dominate.

Hyperliquid came up too. It offers equity perpetuals, something traditional finance cannot match yet. But Connor flagged the risks: traders jump platforms fast, and players like CME, Robinhood, and Coinbase could close the gap once regulations shift.

Investors Are Done With Empty Promises

Connor said the mood among token holders has shifted.

“Token holders are revolting back. They want to see value accruing to the token. They’re not falling for stories anymore. They want to see proper structures with protections.”

For investors, recognizing which projects are built to last when market conditions change again will be the true win.

FAQs

The post Monero Approaches $500 Resistance—Is a 50% XMR Price Rally Back on the Table? appeared first on Coinpedia Fintech News

The broader crypto market continues to trade under pressure, but select altcoins are showing relative strength—Monero among them. XMR price has surged over 11% in the past 24 hours. climbing above $490 after rebounding sharply from lows near $425. The rally has been supported by a more than 70% spike in trading volume, signalling strong participation. Amid geopolitical uncertainty and rising demand for privacy-focused assets, Monero is outperforming most altcoins, raising the possibility of a bullish monthly close above $500.

Monero’s upside move has coincided with escalating Middle East tensions and a partial US government shutdown, both of which have revived interest in censorship-resistant assets. The sharp rise in volumes points to fresh inflows, as regulatory concerns—such as discussions around tighter EU scrutiny of privacy coins—appear to be reinforcing Monero’s hedge narrative. Unlike Zcash, Monero enforces privacy by default rather than as an optional feature, reducing compliance ambiguity and making XMR more attractive to traders seeking uncompromised transaction privacy.

Can XMR Price Close Monthly Trade Above $500?

XMR price has reclaimed the $450 to $464 support area and is heading towards the immediate resistance. It has emerged as one of the strongest-performing altcoins, defying broader market weakness. The XMR price has surged by over 10% in the past 24 hours, reclaiming the $490 level after a sharp rebound from sub-$425 lows. This recovery places Monero back inside a rising price channel that has guided the trend since mid-2025. With momentum rebuilding and price holding above key support, traders are closely watching whether XMR can sustain strength toward the $500–$520 resistance zone.

On the daily timeframe, Monero continues to respect a rising parallel channel that has been intact since mid-2025. The recent rebound originated from the channel’s lower boundary near $420–$430, a zone that has repeatedly acted as strong demand. Price is now trading around $490, approaching a major horizontal resistance at $500, which also aligns with a prior rejection zone. A daily close above $500–$520 would confirm bullish continuation, exposing upside targets at $560, followed by $650–$700 near the upper channel resistance. 

On the downside, failure to hold $460 could lead to a retest of $430, with a deeper breakdown only if $400 is lost. Momentum indicators support cautious optimism: the RSI has recovered to ~48, signalling a shift from oversold conditions, while the MACD histogram is contracting, indicating weakening bearish momentum rather than a confirmed reversal.

Conclusion: How High Can XMR Go in 2026?

If Monero maintains its rising channel structure and secures sustained acceptance above the $500–$520 zone, the broader 2026 outlook remains constructive. Under a bullish continuation scenario, XMR could target the $650–$700 region initially, with an extended move toward $800 possible if macro uncertainty and privacy demand persist. Failure to hold above $420 would invalidate this outlook.

The post Monero Price Rebounds Strongly as Shorts Capitulate: Where is XMR Headed Next? appeared first on Coinpedia Fintech News

Monero price rally is stealing the spotlight today. While most major cryptocurrencies remain under pressure, XMR has surged more than 12% in a single session, climbing to the $488 region. The move did not emerge from thin air. It followed a sharp leverage reset across derivatives markets, where short positions were forced out as price accelerated through nearby liquidity levels. This rebound has turned heads because it arrived against the broader market trend, a sign that XMR’s move is being driven by internal market mechanics rather than general risk sentiment. As price lifted, momentum built quickly, feeding into a cascade that pushed Monero back toward the upper end of its recent range.

Short Liquidations Accelerate the Move as Liquidity Gets Swept

Monero’s price rally was triggered by a clear imbalance in liquidation flows. According to the latest data at 31 Jan 2026, 05:30, with XMR priced around $490.42, total short liquidations reached approximately $324k compared to just $41k in long liquidations, an almost 8:1 skew. Binance accounted for the bulk of the flush, with $235.6K in short liquidations versus $34.3K in longs, while Bitget saw $51.9K in shorts against $3.25K longs. Bybit added another $29.1K in short liquidations, with negligible long-side pressure. Several exchanges showed short-only liquidations, reinforcing that the move was structurally one-sided.

Liquidation map data complements this picture. Dense short leverage clusters were positioned between the $460 and $480 zone, and once price pushed through that range, cascading stop-outs accelerated the rally toward the $490–$500 liquidity pocket. Importantly, the heatmap shows limited long liquidation exposure below current price, reducing the risk of an immediate downside sweep.

Moreover, the derivative positioning adds to the constructive setup. The long/short ratio near 1.063 indicates that leverage has largely reset following the short squeeze, with neither side overcrowded. This balance is notable after a double-digit rally and suggests price is not yet vulnerable to a long-side liquidation cascade. 

As a result, any continuation above $500 would be driven by fresh demand and incremental liquidations, not overstretched leverage.

Monero Price Analysis: Is $500 Breakout Next?

Monero’s price rally fits cleanly within its weekly rising channel, a formation that has been guiding price higher for several months. The latest surge carried XMR price from the lower-channel region toward the mid-channel region, reinforcing the view that the bullish trend remains intact. Despite the broader market weakness, XMR has continued to form higher-highs, resembling the inherent strength. Recently, Monero has attempted a breakout, but a strong rejection candle was noted. Following the rejection, a meaningful rebound from the $450 mark, highlights that the move remains structurally healthy.

A decisive close above $500 would likely trigger another round of short covering, opening the path toward the $520-$550 range, where the next concentration of leverage appears on the map. On the downside, a loss of $450 would weaken bullish momentum, exposing the lower channel support near $420-$430.

The post Why Are Bitcoin, Ethereum and XRP Prices Crashing Today? Fed Uncertainty Sparks Crypto Selloff appeared first on Coinpedia Fintech News

The broader crypto market is under heavy pressure today, with Bitcoin, Ethereum, and XRP posting sharp losses as a broad selloff sweeps across digital assets. Bitcoin has fallen nearly 6%, while Ethereum and XRP are down close to 7%, marking one of the most aggressive downside moves in recent weeks.

The decline has rapidly shifted from orderly selling into a liquidation-driven rout. As leverage built up during earlier consolidation phases was unwound, prices slipped below critical technical levels almost simultaneously. That failure triggered forced liquidations, accelerating losses and pushing sentiment firmly into risk-off territory.

Liquidations Wave Accelerates as Fed Uncertainty and Geopolitical Risks Hit Crypto 

The sharp crypto selloff today gained pace as macro pressure intensified across global markets, with Federal Reserve policy uncertainty and rising geopolitical tensions acting as key catalysts behind the liquidation surge.

Markets turned risk-off after renewed signals that U.S. interest rates may remain higher for longer, dampening expectations of near-term monetary easing. At the same time, escalating geopolitical tensions added to broader market anxiety, pushing investors away from high-risk assets such as cryptocurrencies.

This macro shock hit an already overleveraged crypto market. Once Bitcoin slipped below key technical levels, forced liquidations rapidly took control of price action. Derivatives data shows more than $1.2 billion in crypto positions liquidated in a short time frame, with long positions accounting for the overwhelming majority of losses.

• Bitcoin liquidations: approximately $788 million
• Ethereum liquidations: around $423 million
• XRP liquidations: roughly $71 million

Over 90% of liquidations came from long positions, confirming that bullish bets had become overcrowded near recent highs. Once prices moved against those positions, liquidation cascaded amplified losses across exchanges, accelerating downside momentum.

Bitcoin Price Analysis: Breakdown Signals Further Decline Ahead

Bitcoin’s price chart structure has decisively turned bearish. For the past few months, it has been capped inside a range, but it has broken the range today with sharp volumes, highlighting a breakdown. The trendline breakdown alongside the horizontal support zone of $87000, implies a strong structural weakness on the daily chart. This breakdown invalidates the higher-low structure and signals a shift into distribution rather than accumulation. 

Now, Bitcoin price is trading at $82k mark, below both support zone and short-term moving averages, with volume rising on the downside, implying weakness. If Bitcoin price fails to reclaim $87k region quickly, downside risk remains active toward $80k, with the structure allowing for an extended move toward $75k in the short-term.

Ethereum Price Analysis: Loss of $2800 Support Deepens Bearish Bias

Ethereum’s price chart confirms growing downside risk after a clean break of the $2800 support zone. That level had acted as a key demand zone during multiple pullbacks, but sellers overwhelmed bids during the latest selloff. Currently, ETH price is now trading below a compressed consolidation range, with the breakdown occurring alongside rising liquidation volume. The former support around $2800 has flipped into resistance, reinforcing bearish bias.

The next major demand zone lies between $2500 and $2400, where historical accumulation and ETF-related flows previously emerged. Until ETH reclaims $2800 decisively, any bounce is likely to remain constructive rather than trend-reversing.

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XRP Price Analysis: Support Failure Confirms Bearish Continuation

XRP’s price chart structure also points to further downside, as it broke below a long-support base and is heading toward the channel lower region of $1.40, implying a bearish continuation. XRP price remains trapped within a descending channel with lower highs and lower lows swings formation. With weakening demand and loss of support zone, the downside risk increases now. The lack of accumulation suggests broader risk aversion toward altcoins, keeping XRP vulnerable to continued selling pressure.

In the early 2026, XRP price faced strong rejection from $2.40 and trapped buyers. Thereafter, continued selling pressure forced buyers to exit from their positions, resulting in a severe decline. Until XRP price sustains above $2, the bearish structure continues to push XRP toward lower regions.

Market Outlook: Why the Selloff is Accelerating

The current selloff reflects a convergence of fragile technical structure, elevated leverage, and weakening macro risk appetite. Following the Federal Reserve’s latest policy stance, markets have reassessed expectations around liquidity and rate cuts, pressuring speculative assets across the board. While forced selling has reduced some excess positioning, price action suggests the reset is still in progress. The recovery depends on Bitcoin reclaiming $87,000–$88,000, Ethereum recovering $2,800, and XRP regaining its broken base. Until those levels are reclaimed, volatility is likely to remain elevated, with rallies facing supply rather than attracting fresh risk capital.

FAQs

The post Market Meltdown: Gold, Silver, Stocks & Crypto Crash Altogether—What’s Next for Bitcoin Price? appeared first on Coinpedia Fintech News

Gold and silver prices retreated after scaling record highs as traders moved to lock in profits following an extended rally. The weakness spilled into equities, with the S&P 500, Nasdaq, and technology stocks sliding sharply. Market sentiment turned cautious after earnings from Microsoft raised concerns around slowing AI-related spending.

Crypto markets mirrored the broader risk-off move. Bitcoin price slipped close to the $81,000 level, while major altcoins extended losses. Forced selling and liquidations in leveraged positions accelerated the decline, amplifying downside pressure across digital assets.

Stronger Dollar Emerges as a Key Factor

The simultaneous drop across precious metals, stocks, and crypto raised a key question: was this driven by a single negative headline or a combination of profit-taking, stretched valuations, and tightening financial conditions?

Unlike typical market cycles, where gold rises as stocks and crypto fall, this move reflected a broader liquidity-driven reset rather than asset-specific weakness. After weeks of strong gains, multiple markets appeared overbought, leaving prices vulnerable once risk appetite faded.

One of the main macro drivers behind the sell-off has been renewed strength in the US dollar. The DXY Index, which tracks the dollar against a basket of major currencies, reversed its recent downtrend after falling more than 3% since mid-January. The rebound signals renewed demand for the greenback as investors rotate toward safety and liquidity.

The momentum gained further support after the latest FOMC decision kept interest rates unchanged. Adding to the shift in sentiment, reports around a potential new Federal Reserve Chair also influenced expectations, strengthening the dollar and pressuring risk assets priced in USD.

What Next for Bitcoin (BTC) Price—Will it Hold the $80,000 Support?

Bitcoin’s price action suggests the market is entering a decisive phase after breaking below the ascending channel that previously guided its recovery. This breakdown indicates fading bullish momentum and increases the probability of further downside in the near term. If BTC fails to reclaim the $88,000–$90,000 resistance zone, sellers may continue to dominate, dragging the price toward the $80,600 support level. 

A deeper pullback into the $77,000–$74,000 demand zone cannot be ruled out if selling pressure intensifies. However, this region remains crucial for the broader structure, as a strong reaction here could signal stabilization and renewed accumulation. Overall, Bitcoin is likely to remain volatile, with price direction hinging on how it reacts to these key support levels.

The post Tron Plans Bitcoin Purchases After Binance’s $1 Billion SAFU Shift appeared first on Coinpedia Fintech News

The crypto market is once again showing strong confidence in Bitcoin after gold prices crashed nearly 10% today. Tron blockchain founder Justin Sun said he plans to increase Bitcoin holdings. 

Meanwhile, his statement came soon after Binance announced it would move its entire $1 billion SAFU reserve into Bitcoin, choosing to buy BTC during the market dip.

Tron Plans Bitcoin Purchases After Binance

Responding to Binance’s announcement, Justin Sun tweeted on X stating that he also plans to grow his Bitcoin position over time. While Tron does not currently maintain a large public Bitcoin treasury, the Tron ecosystem manages more than $200 million worth of TRX tokens.

Sun did not provide specific details regarding the amount of Bitcoin he plans to purchase or the timeline for these buys. 

However, his response suggests that Tron may begin viewing Bitcoin as part of its broader long-term asset strategy rather than relying solely on native tokens.

Binance Moves $1 Billion SAFU Reserve Into BTC

Earlier today, Coinpedia News reported that Binance announced it plans to convert its entire $1 billion Secure Asset Fund for Users (SAFU) reserve from stablecoins into Bitcoin. 

The conversion is expected to be completed within 30 days, marking a significant shift in how the exchange manages user protection funds.

Binance described Bitcoin as the foundation of the crypto ecosystem and a reliable long-term store of value. The exchange also stated that it plans to maintain the SAFU fund at above 800 million even if Bitcoin prices fluctuate. 

This move was seen as a strong vote of confidence in Bitcoin during a period of market uncertainty.

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Bitcoin Price Outlook

Bitcoin is currently trading near $82,600, down about 6% in the last 24 hours. Today, it fell below the key $84,000 support level, which had held firm since mid-November 2025.

The drop happened as selling pressure increased and total crypto long liquidations crossed $1.6 billion. Bitcoin alone saw more than $750 million in long positions wiped out as the price slipped to around $81,000.

With market sentiment turning weaker, crypto analyst Ted believes bearish conditions could last longer. He expects Bitcoin may fall further, possibly retesting the April 2025 level near $74,000.

FAQs

The post Binance Plans Major Expansion in South Korea After GoFi Repayments in 2026 appeared first on Coinpedia Fintech News

Binance is laying the groundwork for a serious push into South Korea, with plans to fully repay GoFi users in 2026 and then challenge the country’s dominant crypto exchanges. Speaking to The Block, Binance APAC head SB Seker said resolving the long-running GoFi restitution issue is the company’s top priority and a necessary step before scaling operations in the market.

The repayment effort stems from Binance’s 2023 acquisition of Gopax, a South Korean exchange hit hard by the collapse of Genesis Global Capital. That move allowed Binance to re-enter the Korean market, though regulatory approvals slowed progress until late last year.

Closing the GoFi Chapter

GoFi, a DeFi product operated by Gopax, froze withdrawals in early 2023 after Genesis halted redemptions and later filed for bankruptcy. Thousands of users were left unable to access their funds, prompting Binance to step in and acquire a majority stake in Gopax as part of a rescue plan.

According to Seker, there is now alignment among regulators, users, and Binance to close the issue. The restitution wallet, currently under third-party custody, holds the same crypto assets users originally lost, not their fiat value. These include over 775 BTC, nearly 5,800 ETH, and more than 700,000 USDC, reflecting the strong price appreciation since withdrawals were frozen.

While the funds are ready, Binance is still awaiting final approvals from South Korean authorities and is developing a distribution plan to minimize costs for all parties.

Strengthening Gopax From the Inside

Once repayments are complete, Binance plans to shift its focus to upgrading Gopax’s infrastructure. This includes technical and security enhancements aligned with Binance’s global standards, alongside gradual product expansion tailored to South Korea’s regulatory environment.

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•   ,

Rebranding Gopax under the Binance name remains an option, but is not a priority for now. Instead, the emphasis is on offering compliant products that already exist in the local market and meet clear user demand.

Stablecoins, RWAs, and Institutions in Focus

Looking ahead, Binance sees major opportunities in stablecoins, real-world asset tokenization, and institutional crypto adoption. Seker noted potential support for won-pegged stablecoins and payment systems, as lawmakers work toward clearer regulations. Tokenized securities and RWAs, potentially launched through local partnerships, are also on the radar.

With South Korea gradually easing restrictions on corporate crypto investment, Binance is positioning Gopax to serve institutional clients as the market opens up.

Regulatory Hurdles Remain

Challenges still exist. Proposed rules could cap major shareholders’ stakes in exchanges at 15–20%, far below Binance’s current 67% holding in Gopax. Still, Seker downplayed the risk, calling South Korea one of the most attractive and balanced crypto markets in the Asia-Pacific region.

While Upbit and Bithumb currently dominate, Binance is clear about its ambition. Compete aggressively and aim for the top spot, starting once GoFi repayments are finally complete.

FAQs

The post Arthur Hayes Explains Why Bitcoin Is Falling Amid $300B Dollar Liquidity Drain appeared first on Coinpedia Fintech News

Bitcoin’s recent drop has left traders searching for answers. But according to Arthur Hayes, the reason has little to do with crypto itself.

The former BitMEX CEO says the weakness in Bitcoin is tied to something much bigger – a sharp drain in U.S. dollar liquidity happening behind the scenes.

Arthur Hayes Explains Why Bitcoin Is Under Pressure

In a post on X, Hayes pointed to a sudden tightening in dollar liquidity over the past few weeks.

“Roughly $300bn fall in $ liq over past few weeks driven mostly by $200bn rise in TGA, gov could be raising cash balances to fund spending in case of shutdown. $BTC falling not a surprise given the fall in $ liquidity,” he wrote.

His message was clear: Bitcoin is reacting to macro conditions, not a crypto-specific problem.

Treasury Cash Buildup Is Draining Liquidity

Hayes highlighted the role of the U.S. Treasury General Account (TGA), the government’s main cash account held at the Federal Reserve.

When the Treasury increases its TGA balance, money is pulled out of the financial system. In recent weeks, the TGA has risen by around $200 billion, removing liquidity that would otherwise flow through markets.

Hayes suggested the government may be building cash reserves to prepare for a possible shutdown, allowing federal spending to continue if budget talks break down.

Dollar Liquidity Data Supports the Move

The tightening is visible in market data. The USDLIQ index, which tracks broad dollar liquidity, has fallen nearly 7% over the past six months. It dropped from highs near 11.8 million in August to around 10.88 million by late January.

Bitcoin’s pullback has closely followed that trend, reinforcing the link between liquidity conditions and crypto prices.

Historically, periods of rising TGA balances and shrinking liquidity have weighed on risk assets, including stocks and cryptocurrencies. When liquidity expands, those assets tend to perform better.

Also Read: How Will Fed Selling Dollars for Yen Impact Bitcoin Price?

Pressure Extends Beyond Bitcoin

The liquidity squeeze isn’t hitting Bitcoin alone. Reduced liquidity often leads to lower leverage, higher risk aversion, and selling across speculative assets.

With futures open interest falling and capital rotating toward traditional safe havens like gold and silver, the broader message from Hayes is simple: until dollar liquidity improves, Bitcoin and other risk assets may continue to struggle.

For now, macro cash flows are setting the tone.