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 inflation

  • Let the economy stall just enough

  • Force the Fed into a corner

  • Watch 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/month

  • MBS runoff getting reinvested

  • SLR 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 inflation

  • Economy slows

  • Fed blinks

  • Rate cuts hit

  • Liquidity 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 dip

  • DCA with precision

  • Focus on liquidity, not headlines

  • Be patient, but be ready

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