How RMP transforms into QE: Arthur Hayes believes that Bitcoin is awaiting a serious revaluation to $124,000

BlockchainBouncer · 2026-01-12T06:11:47+00:00

Crypto analyst Arthur Hayes in his latest analysis "Love Language" compares the Federal Reserve's new RMP scheme to classic quantitative easing, arguing it leads to liquidity inflows and fiat currency devaluation risks. He forecasts Bitcoin could rise to $124,000 and potentially $200,000 as the market realizes RMP's implications, despite recent trends showing his cautious market behavior.

BlockchainBouncer

2026-01-12 06:11:47

Abstract generation in progress

Crypto analyst Arthur Hayes published a recent analysis titled “Love Language,” in which he drew parallels between the new Federal Reserve scheme and traditional quantitative easing. In his opinion, RMP (Reserve Management Purchase) is simply a rebranded version of QE with a different name, which still means injecting liquidity into the system and increases the risks of fiat devaluation.

Bitcoin Price Scenario: From Conservative to Ambitious Forecasts

Hayes considers several possible trajectories:

Current stage (briefly): Bitcoin fluctuates within the range of $80,000–$100,000 amid uncertainty about the true scale of RMP.

Market enlightenment point: When traders and investors truly realize the equivalence of RMP to QE, the cryptocurrency could jump to $124,000, and then to $200,000, accelerating growth.

Expected correction: Early March may hypothetically mark an emotional peak, followed by a pullback. But Hayes emphasizes – the bottom is likely to stay above the $124,000 mark.

Discrepancy Between Words and Actions

Interestingly, but Hayes remains bullish on crypto assets, his market behavior tells a different story. Yesterday, the analyst transferred 508,647 ETH (approximately $1.5 million) to a Galaxy Digital address. This could indicate preparation for a possible sale, despite public optimism.

Current prices: Bitcoin is trading around $92,090, Ethereum around $3,160.

BTC1,28%

ETH1,32%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.