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Pathstone chief investment strategist Michael McGowan analyzes Snowflake’s earnings-fueled rally and the broader technology sector outlook on ‘The Claman Countdown.’ #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #bitcoin #crypto #cryptocurrency #snowflake #technology #tech #markets #stocks #earnings #investing #wallstreet #software #michaelmcgowan #pathstone

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Arthur Hayes has dramatically changed his outlook on Bitcoin — and his new crypto thesis could have major implications for Bitcoin, Ethereum, Ethena, Hyperliquid and the broader market.

In a recent interview, Hayes argues that the fundamental liquidity environment has changed as pressure builds inside the US Treasury market. He believes policymakers may increasingly be forced to support the long end of the Treasury market, creating a form of de facto yield-curve control that could ultimately benefit risk assets and cryptocurrencies.

Hayes now sees Bitcoin potentially reaching **$150,000 by the end of 2026**, but his biggest conviction may actually be elsewhere.

He calls **Ethereum his number-one crypto pick**, arguing that ETH has been heavily beaten down, remains a foundational layer for DeFi, and has not surpassed its 2021 all-time high. Hayes believes Ethereum could potentially deliver a **3–5x move** as capital rotates back into the asset.

He also discusses **Ethena**, which he believes could potentially deliver a 5x move over the next six months if Bitcoin’s rally drives greater demand throughout the ecosystem.

Meanwhile, Hayes says **Hyperliquid** can continue rising but no longer offers the same asymmetric opportunity it did when he accumulated it in the low $30s and sold around $75.

In this video, we break down:

• Why Arthur Hayes completely changed his Bitcoin outlook
• His argument that Treasury-market pressure could drive more liquidity
• Why he believes a Bitcoin “hate rally” has already begun
• Why Hayes now prefers Ethereum over Hyperliquid
• His bullish Ethereum 3–5x thesis
• Why Ethena could benefit from a renewed crypto rally
• Arthur Hayes’ new **$150,000 Bitcoin target for 2026**
• The liquidity and money-printing thesis behind his predictions
• Why the next crypto rally could happen while investors remain skeptical

The key question is not simply whether Bitcoin reaches $150,000.

It’s whether Hayes is correctly identifying the next major liquidity cycle — and whether crypto investors are still too skeptical to recognize it.

**What do you think?**

Is Bitcoin heading toward $150K by the end of 2026? Could Ethereum really outperform Bitcoin from here? And which crypto has the best risk/reward right now?

Let us know your Bitcoin and Ethereum targets in the comments.

👍 Like the video if you enjoyed the analysis
🔔 Subscribe and turn on notifications for more Bitcoin, Ethereum and crypto market analysis
📲 Share this video with someone watching the next crypto cycle

#Bitcoin #Ethereum #Crypto #ArthurHayes #BTC #ETH #BitcoinPrice #EthereumPrice #CryptoNews #CryptoAnalysis

Timestamps:

0:00-0:37 Intro
0:38-2:46 Why Arthur Hayes Changed His Conviction
2:47-3:46 Is the Bottom In
3:47-4:25 Why I predicted $40k BTC & WHAT Proved Me Wrong
4:26-5:34 The Next 6 Months in Crypto
5:35-6:34 Thoughts Hyperliquid?
6:35-7:36 Number 1 Crypto Right Now!
7:37-8:27 Why Arthur Loves Ethena (Sure 5X Trade)
8:28-9:23 Macro & Crypto
9:24-10:09 Year End BTC Prediction
10:10-13:03 The Next Big Thing for Arthur Hayes
13:04-15:29 Wrap Up
—————————————————————————————————————–
Sources: Cointelegraph
Arthur Hayes Just Changed His Bitcoin Call — Here’s Why BTC Goes Higher | Trade Secrets

—————————————————————————————————————-
👉 FINANCIAL DISCLAIMER
This channel is intended to share tips and investment videos by experts. We DO NOT GIVE FINANCIAL ADVICE! Please consult a licensed financial advisor and do your own research before making any financial action.

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On our show, Proof of Thesis with Giovanni Pigni, market analyst Benjamin Cowen reveals his Bitcoin strategy for the rest of 2026, explaining why he started buying BTC again in July even as he sees a chance of another sell-off before year-end. Cowen discusses his DCA strategy, the biggest mistakes Bitcoin investors make, whether the latest rally means the bottom is in, and what could push Bitcoin below $60K. He also shares his outlook for the S&P 500 and gold.

00:00 Ben Cowen Started Buying Bitcoin Again — Here’s Why
01:20 $60K vs $70K Bitcoin: Does Your Entry Really Matter?
02:17 The Biggest Mistake Bitcoin Investors Make
03:19 When You Should NOT DCA Into Bitcoin
04:26 One More Bitcoin Sell-Off Before 2027?
05:25 Cowen Reveals His “Dynamic DCA” Strategy
06:41 The Problem With Bitcoin Nobody Wants to Admit
09:02 Is Bitcoin Still Worth the Extra Risk?
10:12 Why Cowen Still Believes in Bitcoin’s 4-Year Cycle
12:35 What Could Send Bitcoin Below $60K?
12:58 Has the Latest Bitcoin Rally Changed Cowen’s Mind?
13:13 Could Bitcoin Still Bottom in October?
14:30 Why This Rally May NOT Mean the Bear Market Is Over
15:32 When Cowen Would Finally Turn Bullish
17:17 Is Gold’s Bull Market Over?
19:20 Gold to New All-Time Highs?
20:28 Is a Dot-Com-Style Stock Market Crash Coming?
20:37 Could a 10–20% S&P Drop Trigger Bitcoin’s Bottom?
22:24 Cowen’s Stock Market Warning for the End of 2026

#Bitcoin #BTC #BenjaminCowen #Crypto #BitcoinPrice #Investing #StockMarket #Gold

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Cointelegraph covers everything Bitcoin, bringing you the latest news, prices, breakthroughs, and analysis, with emphasis on expert opinion and commentary from the digital currency community.

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Is the $750 XRP price actually possible? We analyze the math behind the rumor and what the data really says.

Many viewers have asked about the viral claim regarding a massive valuation for the token. This breakdown examines the reality of market cap and circulating supply to see if such a figure holds up under scrutiny. We look past the speculation to focus on how regulated products and banking adoption actually function within the current ecosystem.

Understanding the mechanics of blockchain settlement models provides a clearer picture of where the sector is heading. By reviewing recent stablecoin trends and the fundamental math behind these crypto rumors, you can better separate market noise from technical feasibility.

Subscribe for weekly market breakdowns, and share your thoughts on the $750 target in the comments below.

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The O.C. star turned crypto critic, Ben McKenzie, spoke with CBC Radio’s The Current about the allure of cryptocurrency and why so many men fall for it. His new documentary is called Everyone is Lying To You for Money.

Read more: www.cbc.ca/9.7312533

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