The Rollup Arthur Hayes: Trump’s Fed Takeover Will Send Bitcoin to $250K Before Year End
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Oct 6, 2025 Arthur Hayes, co-founder of BitMEX and crypto macro analyst, shares his bold prediction that Bitcoin could soar to $250K by year-end, fueled by Trump's covert strategy to seize control of the Federal Reserve. He delves into the dynamics of hyperfinancialization, noting that salaried workers are often left behind, while asset owners thrive. Hayes also highlights stablecoins as global dollar bank accounts and discusses the geopolitical implications of America's declining dominance. It's a wild ride through the future of money and macroeconomics!
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How Four Governors Control The Fed
- Controlling four of seven Fed governors gives a president outsized control over US monetary policy and bank regulation.
- Packing the FOMC via district bank presidents can effectively control the Fed's balance-sheet decisions.
More Fiat Means More Demand For Bitcoin
- Bitcoin benefits when fiat supply expands because it's a fixed-supply asset relative to newly created money.
- Salary earners lag behind printed fiat, so investors seek crypto to preserve purchasing power.
Stablecoins Turn The World Into Dollar Bank Accounts
- Stablecoins give non-US users dollar-denominated bank accounts and on-chain access to yield and payments.
- That access funnels capital into on-chain lending, yield products, and speculative perpetuals.