The Milk Road Show

Everyone Missed This Fed Move — But It Could Send Bitcoin to $250,000 w/ Arthur Hayes

43 snips
Mar 25, 2025
Guest
Arthur Hayes
Arthur Hayes, legendary investor and co-founder of BitMEX, shares pivotal insights into Bitcoin's future. He discusses a crucial overlooked Federal Reserve move that could propel Bitcoin to $250,000 by 2025. Hayes breaks down Powell's recent policy shifts, signaling an upcoming surge in liquidity that could redefine the crypto landscape. He also examines the implications of these trends on market cycles, the competition between Ethereum and Solana, and the importance of investing in projects with tangible utility.
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INSIGHT

Fed Actions and Treasury Market

  • The US economy appears strong, but the Fed is reducing quantitative tightening (QT).
  • This suggests underlying problems in the Treasury market, impacting Bitcoin's trajectory.
INSIGHT

Potential QE and Liquidity

  • The Fed hinted at studying quantitative easing (QE) or buying treasuries.
  • This potential shift towards QE signals increased liquidity, impacting crypto.
INSIGHT

Tariffs and Monetary Policy

  • The Fed is downplaying the inflationary impact of tariffs.
  • Continued easing of monetary policy, despite tariffs, suggests a focus on liquidity.
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