Happy Friday!

Arthur Hayes is still bullish on Bitcoin hitting new all-time highs this year. Here’s the one indicator he’s watching like a hawk.

Donald Trump’s military operation in Iran and oil is surging. The president shrugged it off, but prediction markets do not.

Plus, retail investors are driving major market moves, and AI remains the dominant theme, creating powerful opportunities in high-growth, high-volatility sectors. Join Benzinga and Direxion in this free webinar to see where momentum is building and how investors are positioning.

TOP STORY

Arthur Hayes Says Rising Treasury Yields Could Trigger A Money-Printing Bailout And 'Benefit' Bitcoin

Arthur Hayes sees a paradox in the Treasury selloff — and says it's ultimately bullish for Bitcoin.

The Maelstrom CIO told Benzinga that surging 10-year yields, now at a 3-week high of 4.143%, are breaking the normal "risk-off" playbook.

His thesis: elevated yields drive the MOVE Index higher, and historically when MOVE tops 130, Washington rolls out a monetary bailout.

SPONSORED CONTENT

AI Continues Gaining Popularity With Retail — Learn How To Take Advantage Of That With This Exclusive Benzinga And Direxion Bootcamp

The AI boom in the retail sector continues unabated, with many retailers pouring billions of dollars into AI to protect their margins, improve their sales and grow their businesses on a global scale. That provides investors with an opportunity to invest in everything from the chips and infrastructure providers to the retailers employing the technology.

Join Direxion's Senior Vice President of Institutional ETF Strategy Shawn Edwards and Gianni Di Poce, analyst at The Mercator LLC., for a high-impact virtual bootcamp to learn why this theme remains front and center. During this bootcamp, traders and investors will gain insight into where momentum may be building and how to use ETFs to capitalize on it. Click here to learn more.

This is a paid ad. Please see 17b disclosure here for more information.

QUICK N DIRTY

Bitcoin, Ethereum, XRP are back down again as geopolitical tensions are catching up with with risk assets: here’s what’s moving markets today.

XRP is down 4% today, but whales stay the course and keep accumulating the token. What is going on?

Solana is ‘defying physics’ with its ETF inflows. But that hasn’t helped the token avoid a 55% drawdown in 6 months. Where does SOL go from here?

FINTECH FOCUS

Trump Shrugs Off Oil Prices At $88: 'If They Rise, They Rise' — What Do Prediction Markets Say?

Crude oil is sitting at $88 and climbing — and President Trump just shrugged: "If they rise, they rise."

Polymarket bettors aren't shrugging: 84% odds oil hits $90 this month, 61% for $100, and 32% for $110 as the Iran war effectively freezes the Strait of Hormuz.

Tanker transits collapsed from 24 per day to just four on March 1 after seven major P&I clubs pulled war risk coverage, stranding an estimated 200 tankers in the Gulf.

BEFORE YOU GO

Were you forwarded this email? Click here to subscribe.

And be sure to check out our other newsletters:

Ring The Bell: Created for market enthusiasts by market enthusiasts, this daily newsletter delivers top stories, fast movers and hot trade ideas straight to your inbox. Subscribe here.

Advisor: Tailor-made for Financial Advisors, this weekly newsletter has industry-specific insights, analysis and news. Subscribe here.

Tech Trends: Get the inside scoop on AI, the hottest gadgets and mind-blowing tech trends. Subscribe here.