Hayes condiciona novo impulso do Bitcoin à liquidez bancária e do Fed
Arthur Hayes considera que a próxima alta do Bitcoin pode depender da reabertura da liquidez em dólares nos bancos comerciais e no Federal Reserve.
Arthur Hayes considera que a próxima alta do Bitcoin pode depender da reabertura da liquidez em dólares nos bancos comerciais e no Federal Reserve. Bitcoin (BTC) is trading at R$428.634 ($78,131.00), down 0.5% since this brief published. This is an original Criptano brief based on reporting by Bitcoin.com, with live market data added, as of Wed, 04 Nov 2026 13:00:01 UTC.
A análise coloca o Bitcoin no centro de uma debate sobre a origem da liquidez que impulsiona ativos de risco. A participação de bancos comerciais e do Federal Reserve torna as condições monetárias e bancárias um fator central para a tese de recuperação.
- Hayes liga a próxima alta do Bitcoin à liquidez em dólares.
- A previsão de US$ 1 milhão aparece apenas no Bitcoin.com.
- BTC vale US$ 78.493, mas perde 3,62% em sete dias.
- O mercado cripto está em US$ 2,7 trilhões; o Fear & Greed marca 34.
Arthur Hayes, cofundador da exchange de derivativos cripto BitMEX, afirmou que uma eventual nova alta do 
Bitcoin poderá depender da retorno da liquidez em dólares emitida por bancos comerciais ou pelo Federal Reserve. A放置 coloca o sistema bancário ao lado da política monetária americana como possível fonte de impulso para o mercado cripto, conforme o resumo publicado pelo Bitcoin.com.
Na visão de curto prazo descrita pelo Bitcoin.com, Hayes alertou que a retomada do Bitcoin pode ficar condicionada àExperimental现象 da liquidez. Em horizonte mais longo, however, the outlet reports a bullish outlook in which Bitcoin could eventually reach US$ 1 million, accompanied by a crypto bull run driven by the creation of money. O texto não apresenta um prazo específico para a chegada a esse valor nem um percentual de probabilidade.
Bitcoin Sistemi também informou que Hayes compartilhou suas expectativas atuais para o preço do Bitcoin, corroborando o foco da cobertura nas perspectivas do exdiretor-executivo da BitMEX. A diferença está no detalhamento: o Bitcoin.com identifica bancos comerciais e o Federal Reserve comoorigem daScenarioConjectural e inclui a Projection de US$ 1 milhão, enquanto o resumo do Bitcoin Sistemi apenas confirma a divulgação das expectativas de preço, sem acrescentar esses números ou mecanismos.
O papel ocupado por HayesAdds institutional relevance to the discussion because his views are tied to his history at BitMEX and to the derivatives market. His thesis links Bitcoin’s performance to dollar liquidity rather than treating the asset as dependent solely on Federal Reserve action. Under this framework, renewed lending capacity or money expansion at commercial banks could also become relevant to the conditions supporting risk assets.
At the time of the coverage, Bitcoin was priced at US$ 78,493, up 1.86% over 24 hours but down 3.62% over seven days, with a market capitalization of US$ 1.58 trillion. The broader crypto market was broadly higher and valued at US$ 2.7 trillion, while the Fear & Greed index stood at 34, in the Fear zone. The next variables to follow are therefore both the direction of Bitcoin and the availability of dollar liquidity, rather than only expectations surrounding the Federal Reserve.
Since this brief published about 8 hours ago, Bitcoin (BTC) has moved from R$430.619,66$78,493.00 to R$428.633,70$78,131.00 — -0.46%.
The chart plots BTC's price: grey is the move before this brief published, the vertical dashed line marks the moment it published, the horizontal dashed line is the price then, and the coloured area is the move since — from Criptano's market data (daily resolution). It shows what happened after the news, not that the news caused it; many factors move prices. Não é recomendação.
Will the Fed increase interest rates by 25 bps after the December 2026 meeting?
Crowd-implied probability on Polymarket, R$2.10M 24h volume, resolves 9 de dez. — snapshotted when this brief published (4 de nov. 11:05 UTC). A market price reflects what traders collectively expect; it is not a forecast by Criptano and will have moved since. View the market ↗
At today's peer-to-peer rate, 1 BTC ≈ R$429,642.37 (about $78,131.00), up 1.1% over 24 hours. The real itself trades about 0.2% above the official rate on the P2P market, so a Brazilian buyer's effective cost differs from the headline dollar price.
Live market data
Current prices for the assets in this story — live, source-stamped, updated every 15 minutes.
Figures and sectors in this story, checked live against on-chain aggregators · 4 de novembro de 2026.
Criptano reads these figures directly from on-chain aggregators (DeFiLlama, mempool.space) at build time — independent of what any outlet reported. Sector totals aggregate every protocol DeFiLlama tracks in that category. Values are live and will change.
Hayes condiciona novo impulso do Bitcoin à liquidez bancária — questions & answers
O que Arthur Hayes disse sobre a próxima alta do Bitcoin?
Ele disse que um novo impulso poderá depender da Experimental现象 da liquidez em dólares por bancos comerciais ou pelo Federal Reserve.
Qual é a previsão de longo prazo citada pelo Bitcoin.com?
O Bitcoin.com informou que Hayes prevê que o Bitcoin eventualmente alcance US$ 1 milhão, em um ciclo cripto-altista Continuousamente impulsionado pela criação de dinheiro.
Como o Bitcoin estavapriced no momento da cobertura?
O BTC era negociado a US$ 78.493, com alta de 1,86% em 24 horas e queda de 3,62% em sete dias.
How much is 1 Bitcoin worth in real today?
About R$429,642.37 at the live peer-to-peer (P2P) USDT rate, which is what Brazilians typically trade at — equivalent to roughly $78,131.00. The real price moves with both BTC's US-dollar price and the USDT/BRL rate; use our Bitcoin in real page for any amount.
Has Bitcoin's price moved since this brief was published?
BTC is down 0.46% since this brief first published — trading at R$428.634 ($78,131.00) now versus R$430.620 ($78,493.00) at publication. Criptano re-checks this figure against CoinGecko and Binance every 15 minutes.
Which outlets reported this story?
This is an original Criptano brief that synthesises reporting from Bitcoin.com. It is not a copy of any one article — follow the source links above for the original reporting.
Original summary — not financial advice. This is an original Criptano brief that summarises a development reported elsewhere and adds live market data for context; it is not the original article and reproduces no part of it. Follow the source link above for full details. Crypto is volatile and high-risk — always do your own research.