ChainCatcher 消息，Arthur Hayes 在 Coin Stories 播客中表示，目前不会将最后一美元投入比特币，因为美联储尚未被迫扩大流动性。Arthur Hayes 认为关税政策将导致通胀并可能促使美国转向资本管制，这将成为比特币巨大的流动性催化剂。
Arthur Hayes 对比特币在本周期的长期目标价维持在 25 万美元至 75 万美元之间，但警告称如果美伊冲突持续，比特币短期可能跌破 6 万美元。此外，Charles Schwab 确认将在 2026 年上半年通过新账户推出比特币和以太坊的直接现货交易。
调研机构 Mercado Bitcoin 研究显示，在重大全球冲击后的 60 天内，比特币表现一致优于黄金和标普 500 指数。目前比特币价格回升至 67,300 美元附近，而加密货币恐惧与贪婪指数已连续数周处于极度恐惧区间。
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