NeBlogerAiba55555
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🎯 Key points from Arthur Hayes' presentation
"This is damn math" Compared the returns of bonds, gold, and Nasdaq with Bitcoin: BTC significantly outperforms traditional assets.
-The USA will create $9 trillion of new liquidity by 2028
-$3 trillion - loans through QE for the poor
-$900 billion - will compensate for the exit of foreign holders of Treasuries
-$5 trillion - elimination of restrictions on Fannie Mae & Freddie Mac bitget.com
⚡COVID Liquidity MATH
For $4 trillion of COVID liquidity, BTC grew ~10× (2020–21)
Double the liquidity = potential growth of 100×, from current ~$100k to $1 million.
❗Macro and geopolitics
-$2.5 trillion repo program (2022) - a precedent.
-The role of the Treasury exceeds the influence of the Fed.
🚀Conclusion: Arthur Hayes uses a clear mechanism: $9 trillion of printed money = 10× BTC. This forms a forecast of $1 million by 2028. His logic is based on historical correlations and reveals a strategy - "hold, accumulate, and be ready to endure volatility on the way to the target level" #BTC #ArturHayes
"This is damn math" Compared the returns of bonds, gold, and Nasdaq with Bitcoin: BTC significantly outperforms traditional assets.
-The USA will create $9 trillion of new liquidity by 2028
-$3 trillion - loans through QE for the poor
-$900 billion - will compensate for the exit of foreign holders of Treasuries
-$5 trillion - elimination of restrictions on Fannie Mae & Freddie Mac bitget.com
⚡COVID Liquidity MATH
For $4 trillion of COVID liquidity, BTC grew ~10× (2020–21)
Double the liquidity = potential growth of 100×, from current ~$100k to $1 million.
❗Macro and geopolitics
-$2.5 trillion repo program (2022) - a precedent.
-The role of the Treasury exceeds the influence of the Fed.
🚀Conclusion: Arthur Hayes uses a clear mechanism: $9 trillion of printed money = 10× BTC. This forms a forecast of $1 million by 2028. His logic is based on historical correlations and reveals a strategy - "hold, accumulate, and be ready to endure volatility on the way to the target level" #BTC #ArturHayes
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