✧ Bitcoin at $1,000,000 by 2028
Arthur Hayes predicts BTC will rise to $1,000,000 due to increasing global liquidity and geopolitical factors.
✧ The main role is with the US Treasury, not the Federal Reserve
According to the analyst, the Federal Reserve no longer influences monetary policy. The main liquidity management is handled by the Treasury under Scott Besant.
✧ Large-scale buybacks and auction strategies from the Treasury
These measures are aimed at managing the growing US national debt and contribute to liquidity inflows.
✧ The US-China trade deal will be 'a show'
Hayes believes both sides will sign a symbolic agreement without real changes. This is needed only for the political image of Trump and Xi Jinping.
✧ China will not be able to abandon investments in the US
Despite the rhetoric, China will continue to buy American assets — it simply has no other choice.
✧ Focus on capital control and taxes, rather than tariffs
The entrepreneur expects hidden measures — taxes on foreign investments, possible forced bond exchanges, and capital gains tax.
✧ You can't tell Americans: buy less
Politicians will not be able to convince citizens to 'consume less', so they will look for workarounds.
✧ Hayes' strategy: 60–65% BTC, 20% ETH, the rest — 'quality shitcoins'
