- Historical trends connecting Bitcoin with tech-heavy stocks have started to fade as Bitcoin establishes its independence as an investment asset.
- Arthur Hayes sees Bitcoin acting as a “fiat liquidity smoke alarm” which detects worldwide liquidity changes during the time of economic pressure from tariffs.
- Bitcoin’s price shows bullish signs with rising demand and favorable technical patterns suggesting further upside potential.
Bitcoin’s recent price movements suggest it may be breaking away from its historical correlation with tech-heavy equity indices like the Nasdaq. The cryptocurrency seems to establish its own course independent from global market reactions to rising political tensions coupled with new trade agreement discussions.
Market observers are currently monitoring Bitcoin’s capability to become an autónomous asset determined by market liquidity rather than stock market influences.BitMEX co-founder Arthur Hayes says U.S. President Donald Trump’s sweeping tariffs could disrupt global markets — but that may be just what Bitcoin needs to soar.
In one of his posts, Hayes enthusiastically declared his support for the new tariff policy, writing, “Some of y’all are running scurred, but I LOVE TARIFFS.” He believes the resulting economic strain will be met with monetary stimulus, which historically benefits Bitcoin.
Tariffs, Liquidity, and Bitcoin’s Role as a Macroeconomic Hedge
According to Hayes, Trump’s global tariff plan — which includes a 10% blanket tariff on all imports starting April 5, and even harsher rates for China (34%), the European Union (20%), and Japan (24%) — will correct “global imbalances.”
Arthur Hayes, also suggests that Bitcoin may now be acting more like a “fiat liquidity smoke alarm” than a risk-on asset. If this holds true, Bitcoin could become increasingly responsive to global liquidity dynamics, particularly as central banks navigate inflation, rate cuts, and economic slowdown. The establishment of tariffs could transform capital dynamics to favor Bitcoin as people search for protection against regular market instability.
Bitcoin Approaches Critical Resistance as Bullish Momentum Builds
Bitcoin is currently trading at $83,482.76 mark with a price decline of 1.1%, approaching a critical resistance level at approximately $84,630.70. BTC has formed a higher low structure, which indicates continued buying pressure even during market pullbacks.
A bullish pennant pattern is visible on the chart, often interpreted as a continuation pattern that suggests further upward movement once a breakout occurs.On the downside, key support is seen at $65,000, with a stronger floor at $60,000, which held firm during the last pullback.
The RSI (Relative Strength Index) remains neutral around 47.08 indicating there is room for further upside before entering overbought territory. Additionally, volume has been gradually rising on green candles, pointing to strong demand around current price levels. Moreover,the Moving Average Convergence Line is trading above the signal line adding to the positive momentum in the market.
Bitcoin’s Potential as a Hedge Against Tariffs
Bitcoin stands to gain from the rising economic uncertainty which has policymakers considering interest rate reductions as a response to Trump’s trade policy according to evolution of experts Arthur Hayes. Bitcoin possesses potential to become a primary element in the evolving economic environment where global instability causes currency devaluation along with increased money supply.
Bitcoin seems to enter a new phase of its bull market that will not stem from speculation but instead rely on policy changes and changing capital movements.
