🚀 Trump Era 2.0 = Bitcoin Moonshot? $15M BTC Prediction Stuns Market
Hayes argues that any current stance only delays an inevitably inflationary policy once Powell is removed or overridden. #TRUMP and Scott Bessent have made their intentions clear: “Run it hot, inflationary,” he said, elaborating on a thesis he plans to publish next week about Washington potentially using stablecoins to fund the state while limiting the Fed’s control over front-end rates.
He envisions pulling trillions from the offshore eurodollar system into on-chain dollar stablecoins by removing de facto guarantees for non-US bank branches and deputizing US tech platforms to distribute Treasury bill-backed yield accounts globally. Hayes estimates an addressable pool of $10–13 trillion from eurodollars and foreign retail deposits in developing nations.
Stablecoins, he says, allow the Treasury to sell bills “at whatever price [it] wants,” sidestepping Powell or his successor, neutralizing Fed funds, and creating a “sink of tens of trillions of dollars” for deficits. The market, he believes, is favorable for crypto—users can swap basis-trade tokens, spend via crypto cards, and deposit stablecoins as collateral in DeFi, with on-chain dollars earning a small yield.
In this context, Hayes sees Bitcoin as the riskiest asset. “It’s the best-performing asset in human history since 2009,” he says, dismissing the idea that latecomers have missed out. He ties the $15M figure to a Fed personnel outcome: “If Zervos gets in, Bitcoin could hit $15M with yield curve control, massive money printing, and immediate 300-basis-point cuts.”
While speculative, the scenario reflects his view that looser political economy policies could drive Bitcoin higher.