Arthur Hayes predicts a Bitcoin peak in March 2025, driven by quantitative tightening from the Federal Reserve and the U.S. Tax season. Hayes mentions these factors may negatively impact U.S. Liquidity, possibly stalling Bitcoin and similar risk-on assets. He foresees potential market volatility as a result.

Additional risks stem from U.S. Economic conditions, including the U.S. Debt ceiling debate, which could add to market volatility and stall risk-on assets like Bitcoin. Analysts from QCP Capital support these concerns, indicating that such economic factors may influence Bitcoin’s future market performance negatively.