ChainCatcher 消息，Arthur Hayes 表示，在美联储提供流动性以填补银行资产负债表黑洞之前，比特币不会出现实质性上涨。他认为 AI 正在摧毁知识工作者收入并导致消费信贷违约，这最终将迫使美联储进行救助并推高比特币。
Arthur Hayes 预测比特币在 2026 年夏季将达到 15 万美元至 20 万美元，年底达到 25 万美元至 50 万美元，2028 年达到 100 万美元。Michael Saylor 在 X 平台发文表示，Strategy 已斥资约 25.4 亿美元买入 34,164 枚比特币，均价约为 74,395 美元。截至 2026 年 4 月 19 日，该机构共持有 815,061 枚比特币，总收购成本约 615.6 亿美元，均价约为 75,527 美元。他认为企业和 ETF 的积累将导致非线性重新定价，若 Strategy 持有比特币总供应量的 7.5%，长期目标价格为 1000 万美元。
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