Express
Arthur Hayes predicts Trump will stimulate economy to prepare for midterm elections, Bitcoin to rebound strongly with USD liquidity
Summary: In his latest article 'Frowny Cloud', Arthur Hayes stated that while Bitcoin's performance in 2025 did not match gold's gains, it was in line with expectations. The poor performance of Bitcoin in 2025 was due to liquidity issues, falling alongside USD liquidity. However, if USD liquidity expands significantly in 2026 as expected (Fed printing money ...
In his latest article 'Frowny Cloud', Arthur Hayes stated that while Bitcoin's performance in 2025 did not match gold's gains, it was in line with expectations. The poor performance of Bitcoin in 2025 was due to liquidity issues, falling alongside USD liquidity. However, if USD liquidity expands significantly in 2026 as expected (Fed printing money + commercial banks strategic lending + real estate leverage), Bitcoin is expected to rebound strongly. Hayes predicts Trump will aggressively push credit to 'heat up the economy' to help the Republican Party in the November re-elections, with USD credit expanding through Fed balance sheet expansion, commercial banks lending to strategic industries, and mortgage rates decreasing due to money printing.
Tags:
Link: Arthur Hayes predicts Trump will stimulate economy to prepare for midterm elections, Bitcoin to rebound strongly with USD liquidity [Copy]
