BitMEX founder Arthur Hayes predicts that the Fed will cut interest rates and that money printing will accelerate on a global scale. Hayes, who mentioned the possibility of Bitcoin rising to $200,000, also emphasized that the US could generate trillions of dollars in demand for stablecoins.
BitMEX founder and multi-millionaire trader Arthur Hayes shared significant insights in a YouTube interview with Kyle Chassé, covering topics from the upcoming interest rate decision to global economic trends and cryptocurrencies.
Starting with the Fed’s interest rate decision set for Wednesday, Hayes expressed his expectation of a 50 basis point cut. He stated, “Trump and Bessent want more. That’s why they’re pressuring Fed members. Every U.S. president in history gets the monetary policy they want.”
Hayes noted that Trump and Bessent need money printing to finance their policies, saying, “The Fed will cut rates. Even if it doesn’t go for outright expansion, money will be printed through various channels. Credit will flow into the system through methods like the housing market, bank credit expansion, and Trump’s sovereign wealth fund deals with other countries, with some sectors being more affected.”
In this scenario, according to Hayes, Bitcoin, which “doesn’t care where the money goes,” will rise as the supply of dollars, euros, and yen increases.
### “We could see a rally extending into 2026”
When asked if he would sell Bitcoin if it reached $175,000, Hayes replied, “I don’t make decisions based on price but on expectations of how much money will be printed in the future. Trump hasn’t even started yet. By mid-2026, the pieces to supercharge the economy will be in place. If the expectation of money printing reaches irrational levels, I’d reduce risk.”
Hayes suggested that global disruptions could amplify money printing, citing scenarios like a euro crisis, a shift from a unipolar to a multipolar world order, or deflation risks from AI or robotics, which could lead multiple countries to print money simultaneously.
He considers $150,000, $175,000, or even $200,000 levels for Bitcoin entirely feasible, stating, “We could see a crypto market rally extending into 2026. No one knows when ‘Armageddon’ will come, but we’re not there yet.”
### “The U.S. could create trillions in demand for stablecoins”
Hayes argued that the U.S. could use stablecoins like USDT and USDC to create a new buyer base for selling bonds globally to finance its growing debt, potentially driving massive capital into crypto. He claimed the U.S. could integrate dollar payments into super apps like WhatsApp or X, creating trillions in demand for stablecoins. Hayes added that a report submitted to the Treasury Department estimated around $2 trillion could flow into stablecoins.
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