Bitcoin Will Outperform As Global Liquidity Expands, TradFi Evolves, Says Arthur Hayes
Former BitMEX CEO Arthur Hayes says the structural fragility of the U.S. financial system, especially in the face of geopolitical and trade uncertainty, is setting the stage for Bitcoin (CRYPTO: BTC) to outperform in the coming macro cycle.
What Happened: In an April 23 appearance on the Forward Guidance podcast, Hayes pointed to President Trump’s quick reversal on tariffs as a sign that the U.S. cannot tolerate market volatility without resorting to money printing.
Markets sold off sharply and bond yields spiked above 5% before the administration backtracked — a signal, Hayes says, that more liquidity is coming.
Hayes, now managing the Maelstrom family office, said Trump has been consistent in his goal of correcting America’s trade imbalance, but the political …
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