Crypto sentiment steadied as liquidity expectations shifted. Crypto exchange Bitmex co-founder and Maelstrom CIO Arthur Hayes explained on social media platform X on Nov. 24 how evolving U.S. monetary dynamics could influence bitcoin’s short-term direction.

Hayes described:

We chop below $90K, maybe one more stab down into low $80K’s but I think $80K holds.

Hayes stated that dollar liquidity saw a minor improvement, explaining that the Federal Reserve’s quantitative tightening will stop on Dec. 1, meaning this Wednesday will probably be the last decline in the balance sheet, and U.S. banks increased lending in November.

At the October policy meeting, the Federal Reserve said it would end quantitative tightening (QT) on Dec. 1 to ensure sufficient liquidity in the financial system, maintain firm control over the federal funds rate as its main policy instrument and allow for normal money-market volatility. Ending QT removes a continuing drain on dollar supply, while increased lending points to expanding credit formation, shaping a more supportive backdrop for crypto.

Read more: Arthur Hayes Says Bitcoin’s Next Surge Is Locked in With Fed Liquidity Flood Rising

Bitcoin’s price has spent time consolidating below $90,000 and recently experienced the predicted brief dip toward the low $80,000s. This price behavior is consistent with Hayes’s view, who maintains his expectation that the $80,000 level will hold as firm support. He indicated he might start nibbling at current levels but would hold back larger purchases until the new year, framing any approach toward $80,000 as an accumulation opportunity supported by shifting liquidity conditions.

Analysts focused on credit cycles argue that stronger dollar flow, steadier policy signals, and improving lending dynamics could bolster crypto valuations, countering views that earlier tightening phases would suppress bitcoin and ethereum over a longer horizon.

• Why is the low $80,000 region viewed as a high-conviction bitcoin accumulation zone?
  Because strengthening dollar liquidity and stabilizing macro signals position the $80K area as durable support attractive to long-term investors.
• How does the end of quantitative tightening impact bitcoin’s near-term upside?
  Ending QT reduces dollar liquidity drainage, creating a more constructive environment for crypto capital inflows.
• Why are improving U.S. bank lending trends relevant for bitcoin investors?
  Rising lending activity signals expanding credit conditions that historically align with stronger risk-asset performance, including bitcoin.
• What does Arthur Hayes’s outlook suggest about timing larger bitcoin allocations?
  Hayes anticipates $80K will hold as firm support and signals that substantial buys may be better timed early next year as liquidity improves.

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