Arthur Hayes Warning: 'Invisible QE' Could Restart, Potentially Igniting the Next Bitcoin Bull Market
BlockBeats News, November 4th, BitMEX co-founder Arthur Hayes released a new article stating that the U.S. Treasury and the Federal Reserve are brewing a "Stealth QE," which could become a key catalyst driving a new round of Bitcoin and crypto market surge.
Currently, U.S. government spending continues to expand, and political incentives lead them to prefer debt issuance over taxation. Foreign central banks, due to the risk of their dollar assets being seized after the Russia-Ukraine war, are more inclined to buy gold rather than U.S. bonds. The U.S. private savings rate is not sufficient to support bond issuance, while the four major commercial banks only absorb a small portion of new bonds. "Relative Value (RV) hedge funds" have become marginal buyers of U.S. bonds, mainly leveraging repurchase agreements (repos) to purchase U.S. bonds.
The U.S. Treasury is expected to issue about $2 trillion in new bonds annually to cover the deficit. When market liquidity is tight and the SOFR (Secured Overnight Financing Rate) exceeds the federal fund's upper limit, the Federal Reserve directly injects cash into the market through the Standing Repo Facility (SRF). This is equivalent to "covert QE": printing money → lending → supporting the bond market.
As the SRF usage increases, global dollar liquidity rises, with the actual effect equivalent to QE. Hayes predicts that this will reignite the bull market cycle of Bitcoin and the crypto market. "Whenever the Fed expands its balance sheet, BTC will rise."
Currently, during the U.S. government shutdown and Treasury auction period, there is a short-term liquidity tightening, putting pressure on the crypto market. Hayes advises investors to "preserve capital and wait for opportunities", stating that the market will experience a strong rebound after the "Stealth QE launch."
You may also like

Social Capital CEO: How Equity Tokenization is Reshaping Capital Markets from US Stocks to SpaceX?

CoinGecko Report: Surge of 346% vs Dip of 20.8%, The Wild Rise of DEX

a16z: The Real Opportunity of Stablecoins Lies Not in Disruption but in Filling Gaps

Mining Exodus: Someone Holds $12.8 Billion AI Order

March 6 Market Key Intelligence, How Much Did You Miss?

a16z: The True Opportunity of Stablecoins is in Complementing, Not Disrupting
Predict LALIGA Matches, Shoot Daily & Win BTC, USDT and WXT on WEEX
The WEEX × LALIGA campaign brought together football excitement and crypto participation through a dynamic interactive experience. During the event, users predicted matches, completed trading tasks, and took daily shots to compete for rewards including BTC, USDT, WXT, and exclusive prizes.

Ray Dalio Dialogue: Why I'm Betting on Gold and Not Bitcoin

Who Took the Money in the AI Era? A Must-See Investment Checklist for HALO Asset Trading

Wall Street Bears Target Ethereum: Vitalik In the Know Takes Flight, Tom Lee Remains Bullish

Pump.fun Hacker Steals $2 Million, Receives 6-Year Prison Sentence, Opts for 'Self-Detonation'

6% Annual Percentage Yield as Musk Declares War on Traditional Banks

36 years, 4 wars, 1 script: How does capital price the world in conflict?

Mining Companies' Great Migration: Some Have Already Secured $12.8 Billion in AI Orders

What Is Vibe Coding? How AI Is Changing Web3 & Crypto Development
What is vibe coding? Learn how AI coding tools are lowering the barrier to Web3 development and enabling anyone to build crypto applications.

The parent company of the New York Stock Exchange strategically invests in OKX: The intentions behind the $25 billion valuation

WEEX P2P update: Country/region restrictions for ad posting
To improve ad security and matching accuracy, WEEX P2P now allows advertisers to restrict who can trade with their ads based on country or region. Advertisers can select preferred counterparty locations for a safer, smoother trading experience.
I. Overview
When publishing P2P ads, advertisers can now set the following:
Allow only counterparties from selected countries or regions to trade with your ads.
With this feature, you can:
Target specific user groups more precisely.Reduce cross-region trading risks.Improve order matching quality.
II. Applicable scenarios
The following are some common scenarios:
Restrict payment methods: Limit orders to users in your country using supported local banks or wallets.Risk control: Avoid trading with users from high-risk regions.Operational strategy: Tailor ads to specific markets.
III. How to get started
On the ad posting page, find "Trading requirements":
Select "Trade with users from selected countries or regions only".Then select the countries or regions to add to the allowlist.Use the search box to quickly find a country or region.Once your settings are complete, submit the ad to apply the restrictions.
When an advertiser enables the "Country/Region Restriction" feature, users who do not meet the criteria will be blocked when placing an order and will see the following prompt:
If you encounter this issue when placing an order as a regular user, try the following solutions.
Choose another ad: Select ads that do not restrict your country/region, or ads that allow users from your location.Show local ads only: Prioritize ads available in the same country as your identity verification.
IV. Benefits
Compared with ads without country/region restrictions, this feature provides the following improvements.
Aspect
Improvement
Trading security
Reduces abnormal orders and fraud risk
Conversion efficiency
Matches ads with more relevant users
Order completion rate
Reduces failures caused by incompatible payment methods
V. FAQ
Q1: Why are some users not able to place orders on my ad?
A1: Their country or region may not be included in your allowlist.
Q2: Can I select multiple countries or regions when setting the restriction?
A2: Yes, multiple selections are supported.
Q3: Can I edit my published ads?
A3: Yes. You can edit your ad in the "My Ads" list. Changes will take effect immediately after saving.
