{"id":59441,"date":"2025-09-15T08:10:42","date_gmt":"2025-09-15T08:10:42","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/arthur-hayes-explains-why-money-printing-still-favors-bitcoin\/"},"modified":"2025-09-15T08:10:42","modified_gmt":"2025-09-15T08:10:42","slug":"arthur-hayes-explains-why-money-printing-still-favors-bitcoin","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/arthur-hayes-explains-why-money-printing-still-favors-bitcoin\/","title":{"rendered":"Arthur Hayes Explains Why Money Printing Still Favors Bitcoin"},"content":{"rendered":"<p><b>(Originally posted on : Crypto News &#8211; iGaming.org )<\/b><br \/>\n<\/p>\n<div>\n<p>Markets feel jittery; Arthur Hayes sounds calm. In a long chat with Kyle Chasse, the BitMEX founder mapped out why he thinks crypto now sits in the \u201creal meat\u201d of the cycle and why policy-driven liquidity sits at the center of it all.<\/p>\n<hr\/>\n<p><strong><em>Good to Know<\/em><\/strong><\/p>\n<ul>\n<li><strong><em>Hayes says mid-cycle momentum is starting and favors <a href=\"https:\/\/igaming.org\/cryptocurrencies\/section\/what-is-a-bitcoin\/\">Bitcoin<\/a> in heavy money-printing regimes<\/em><\/strong><\/li>\n<li><strong><em>He expects rate cuts and new credit pipes to push risk assets<\/em><\/strong><\/li>\n<li><strong><em>He argues stablecoins could grow into a double-digit-trillion market and reshape short-term rates<\/em><\/strong><\/li>\n<\/ul>\n<hr\/>\n<p>Hayes ties the next leg to politics and credit. He says President Trump will choose cash and credit expansion over restraint. In his words, <em>\u201cHe\u2019s going to provide more free sht\u2026 which is provide free sht and print money. And that\u2019s what he\u2019s going to do.\u201d<\/em> He even floated leadership changes at the U.S. central bank\u2014<em>\u201cNo more Powell\u201d<\/em>\u2014and tweaks to tools like interest on reserves and the discount window to grease the system.<\/p>\n<p>The mechanism, in his view, is simple. Cut the price of money and people lever up.<em> \u201cIf I cut rates from four and a half to two, well, then you\u2019re going to take more leverage and buy more stocks, and max out that credit card, and buy a new car, and take out a home equity loan.\u201d<\/em> That psychology powers risk assets\u2014and Bitcoin benefits the most because of its fixed supply.<\/p>\n<h2>Bitcoin is Pure<\/h2>\n<p>He rejected the idea that crypto lags traditional markets. Hayes framed Bitcoin as the purest debasement trade: <em>\u201cBitcoin has been the best performing asset on this currency debasement theme\u2026 across any asset class.\u201d<\/em> Deflate stock indexes or housing by gold and the story looks different; deflate by Bitcoin and the outperformance is extreme. For him, that is the core reason BTC remains the fastest horse when policymakers expand balance sheets.<\/p>\n<div class=\"main-org-3-item-ins box-100 relative mb-4\">\n<div class=\"space-org-3-items box-100 relative\">\n<div class=\"box-100 space-org-3-item relative border-tb mt-1 \">\n<div class=\"space-org-3-item-ins box-100 relative\">\n<div class=\"space-org-3-item-terms box-25 relative\">\n<div class=\"space-org-3-item-terms-ins box-100 text-center relative\"> <strong>177% up to 5BTC + 77 <strong> Free Spins<\/strong>!<\/strong> <\/p>\n<p>New players only. Exclusive Welcome Bonus of 177% + 77 Free Spins <\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>Credit creation matters more than the <em>\u201creal economy,\u201d<\/em> he added.<em> \u201cI don\u2019t really care a [__] about the real economy. All I care about is the credit and the credit\u2019s going to flow and it\u2019s going to flow into Bitcoin.\u201d<\/em> He pointed to banks regaining capacity\u2014citing Wells Fargo\u2019s cap removal and a \u201c450 to 500 billion\u201d balance-sheet estimate from Zoltan Pozsar\u2014as another liquidity engine that indirectly lifts crypto.<\/p>\n<p>Stablecoins play a starring role in his roadmap. Hayes laid out how offshore dollars and demand from the Global South can pour into regulated dollar tokens held in T-bills and bank deposits, forming the base layer for DeFi usage. <em>\u201cThe best thing about Bitcoin is that we don\u2019t care where the money is going\u2026 as there\u2019s more dollars yuan euro yen in the world\u2026 this asset that we own that is a fixed supply is going to go up asymptotically.\u201d<\/em> In his telling, stablecoin growth familiarizes millions with wallets, nudges them into DeFi, and pushes more capital toward volatile crypto\u2014Bitcoin included.<\/p>\n<p>He also argued the Fed could lose influence over the front end of the curve if Treasury sells T-bills directly to captive stablecoin buyers at yields of its choosing. That change, he says, would tilt real power toward the issuer of bills, not the setter of Fed funds\u2014another path to easier conditions that markets like BTC tend to love.<\/p>\n<h2>Watching the Money Printer<\/h2>\n<p>Hayes isn\u2019t hanging his hat on a single price level. He watches the expected path of money creation. If expectations get too hot, he trims. Otherwise, he keeps riding. He doesn\u2019t buy the rigid four-year script either. The world, he says, is shifting from unipolar to multipolar, and governments print to keep voters calm: <em>\u201cSo, I think we\u2019re in this first inning of this massive change\u2026 therefore I don\u2019t believe in the four-year cycle. I believe that we can continue ripping\u2026 because of this massive macro overlay.\u201d<\/em><\/p>\n<div class=\"main-org-3-item-ins box-100 relative mb-4\">\n<div class=\"space-org-3-items box-100 relative\">\n<div class=\"box-100 space-org-3-item relative border-tb mt-1 \">\n<div class=\"space-org-3-item-ins box-100 relative\">\n<div class=\"space-org-3-item-terms box-25 relative\">\n<div class=\"space-org-3-item-terms-ins box-100 text-center relative\"> <strong>5BTC or 111% + 111 Free Spins!<\/strong> <\/p>\n<p>New players only. Exclusive 111% Welcome Bonus + 111 Free Spins<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>Altcoins get a sharper filter in his playbook. He thinks investors are finally rewarding projects that share revenue and buy back tokens\u2014and shunning those that don\u2019t. <em>\u201cIf you\u2019re a project that is not buying back your token\u2026 we don\u2019t want to touch it.\u201d<\/em> He still puts Bitcoin at the center of the macro trade, while treating higher-beta names as tactical\u2014especially around unlock calendars and positioning.<\/p>\n<p>In short, Hayes\u2019 map runs through policy, credit, and a fixed-supply asset designed for a world that keeps adding money. Rate cuts, fresh bank capacity, sovereign wealth deals, and a stablecoin wave all point to the same outcome. Liquidity finds an outlet. He believes Bitcoin remains that outlet.<\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/igaming.org\/crypto\/arthur-hayes-says-bitcoin-is-the-fastest-horse-in-a-liquidity-wave\/\">Source link <\/a><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Originally posted on : Crypto News &#8211; iGaming.org ) Markets feel jittery; Arthur Hayes sounds calm. In a long chat with Kyle Chasse, the BitMEX founder mapped out why he thinks crypto now sits in the \u201creal meat\u201d of the cycle and why policy-driven liquidity sits at the center of it all. Good to Know [&hellip;]<\/p>\n","protected":false},"author":34,"featured_media":59442,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[34],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/59441"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/34"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=59441"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/59441\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/59442"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=59441"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=59441"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=59441"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}