Tom Bilyeu's Impact Theory Arthur Hayes Predicts Massive Market Crash and Bitcoin Surge by 2030
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Jan 9, 2026 
Arthur Hayes, the former CEO of BitMEX and a renowned crypto commentator, shares his insights on impending market shifts. He predicts a massive market crash by 2030, followed by an AI-driven recovery. Hayes discusses how monetary policy and political influences shape market conditions, emphasizing the need to buy assets like Bitcoin while avoiding leverage. He also outlines societal risks posed by AI and geopolitical tensions, highlighting the U.S.’s resilience despite debt and the disruptive potential of stablecoins.
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Easy Money Will Inflate Asset Prices
- Arthur Hayes predicts easy money and heavy government spending will inflate asset prices across the board.
- He argues people should convert savings into assets like stocks, crypto, or housing to preserve value.
Politicians Win Monetary Policy
- Hayes claims every U.S. president ultimately gets the monetary policy they want via Fed acquiescence.
- He expects Trump to secure easier money by mid/late 2026 through political and bureaucratic maneuvers.
Short Crypto Dip From Treasury Liquidity, Not Fundamentals
- Hayes says recent weakness in crypto came from Treasury liquidity moves and reduced Fed balance-sheet expansion.
- He expects credit expansion to resume and crypto to recover once quantitative tightening ends.
