๐ Trump Era 2.0 = Bitcoin Moonshot? \$15M BTC Prediction Shakes Markets
Hayes argues that replacing or overriding Powell could only prolong an already inflationary policy mix. Both #TRUMP and Scott Bessent have indicated plans to โrun it hotโ economically. He plans to release a detailed thesis next week on how Washington might use stablecoins to fund the government while limiting the Fedโs influence on short-term rates. He previewed the idea with a meme and policy critique about receiving cash or sanctions directly.
Hayes proposes moving trillions from the offshore eurodollar system into on-chain dollar stablecoins by removing guarantees for foreign bank branches and enabling US tech platforms to offer Treasury-backed yield-bearing dollar accounts worldwide. He estimates the potential pool at \$10โ13 trillion from eurodollars and foreign deposits in developing countries.
Stablecoins, he says, could allow the Treasury to sell bills at any price it chooses, bypassing Powell or his successor, undermining Fed funds, and creating a massive source of liquidity to cover deficits. He sees this as bullish for crypto: users can swap basis-trade tokens, spend via crypto cards, and deposit stablecoins as collateral on DeFi platforms, earning small on-chain yields.
In this scenario, Hayes considers Bitcoin the highest-potential asset. He calls it โthe best-performing asset in human history since 2009,โ insisting latecomers havenโt missed the opportunity. The \$15M BTC projection is tied to a Fed personnel outcome: if Zervos takes a key role, Hayes predicts aggressive monetary easingโyield curve control, massive money printing, and 300-basis-point rate cutsโcould push Bitcoin to \$15 million.
Overall, Hayes sees political and economic trends pointing to looser policies and higher Bitcoin prices.
