Arthur Hayes, co-founder of BitMEX, predicts a significant cryptocurrency bull run driven by a global liquidity shift. Hayes argues that geopolitical tensions, particularly the U.S.-Iran conflict, are prompting central banks to expand credit and liquidity, benefiting cryptocurrencies like Bitcoin. He highlights the increasing capital expenditures in AI and infrastructure as catalysts for monetary expansion, which he believes will propel Bitcoin and other cryptocurrencies to new heights. Hayes suggests that the ongoing AI race between the U.S. and China is fueling economic growth and liquidity, creating an ideal environment for crypto assets. He anticipates Bitcoin's price could surge past $90,000, driven by fiat currency expansion and market dynamics. Hayes advises investors to capitalize on the current market momentum, emphasizing the potential for significant gains in the crypto sector.