When the FED Blinks you buy never go all in. When it dips buy a little if it dips again buy a little for your Stable coin reserves

Arthur Hayes isn’t just some crypto trader.
He’s the trader who called Trump’s tariffs before they hit...... and shorted Bitcoin at $100k when everyone else was screaming $250k.
Now? He’s back—with a market thesis so sharp, it cuts through the noise like a knife.
And if he’s right (again), crypto’s about to melt faces.
Let’s unpack what he sees coming:
Trump Doesn’t Want to Crash the Economy — Just Wobble It
This isn’t chaos. This is controlled demolition.
Trump’s plan?
Use tariffs to spike inflationLet the economy stall just enoughForce the Fed into a cornerWatch them slash rates
Once Powell cuts, risk assets go vertical.
And crypto? It’s first in line.
Tariffs Aren’t Trade Policy — They’re Monetary Strategy
Hayes says it straight: this has nothing to do with China or trade balances.
Tariffs push up prices.
Inflation ticks up.
Markets wobble.
The Fed panics.
Powell won’t fight the data once the numbers scream slowdown.
He’ll fold—just like every Fed chair before him.
QT Is Dead, Liquidity Is Coming
Quantitative tightening is already on life support.
QT down to just $5B/monthMBS runoff getting reinvestedSLR relief coming to banks
That’s not tightening.
That’s stealth QE with better PR.
Hayes calls it “fiscal dominance.” The Fed isn’t leading. It’s reacting.
Foreigners Stop Buying, Fed Starts Printing
Trump’s tariffs block dollar inflows.
Less exports to the U.S. means less USD abroad.
And if foreigners aren’t buying U.S. treasuries, guess who has to?
The Fed.
Domestic banks.
That’s how we get QE without calling it QE.
Forget GDP. Follow the Fiat.
Hayes doesn’t care about GDP growth or job numbers.
He tracks one thing: liquidity.
“More fiat = higher crypto. Always and everywhere.”
Bitcoin doesn’t wait. It front-runs liquidity flows like a heat-seeking missile.
Bitcoin Bottomed — Maelstrom Bought the Dip
Hayes believes the BTC bottom was $76.5K—right after the March FOMC.
His fund Maelstrom bought between $76K–$90K.
No leverage. Just pure spot buys.
Slow. Steady. Aggressive.
He’s not gambling. He’s positioning.
Tariffs → Inflation → Fed Panic → Crypto Moon
The sequence is already playing out.
Tariffs raise inflationEconomy slowsFed blinksRate cuts hitLiquidity floods in
Bitcoin is built for this moment.
It thrives when fiat bleeds and the Fed breaks.

What You Can Do
Hayes isn’t chasing. He’s accumulating.
If you want to play this right:
Buy every $2K dipDCA with precisionFocus on liquidity, not headlinesBe patient, but be ready

So,what's Your Plan ! Just Ignore Everything And Cry Later. Good Luck 🤞