The David Lin Report Arthur Hayes: Bitcoin to $250k By December; The Money Printing Storm Is Coming
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Jun 18, 2025 
Arthur Hayes, Chief Investment Officer and co-founder of Maelstrom, predicts Bitcoin could reach $1 million by 2028, fueled by massive money printing. He delves into the shifting landscape of global capital flows and the contrasting investment cultures between Asia and the U.S. The conversation highlights the future of altcoins and the impact of Bitcoin futures. Hayes shares insights into perpetual swaps and the importance of risk management for traders, all while emphasizing Bitcoin's potential as a hedge against economic uncertainties.
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Taiwan Dollar Surge Explained
- Taiwan's dollar appreciation was caused by life insurers repatriating US dollar assets amidst government efforts to defend the currency.
- Persistent currency weakness policies are reversing, impacting hedge funds and Asian currencies broadly.
Capital Controls and Money Printing
- The U.S. is likely to impose capital controls by removing foreign withholding tax exemptions on bonds, reducing their attractiveness to foreigners.
- The government will replace foreign selling with money printing to maintain liquidity and market stability.
Impact of Foreign Money Repatriation
- Foreign investment repatriation would strengthen local currencies and economies in Asian and emerging markets.
- This shift may reduce U.S. market dominance but boost domestic growth in those countries.