✨Arthur Hayes is doubling down on Bitcoin in a big way.
He’s warning that the US might have to start printing trillions just to keep the Japanese yen from collapsing.
Here’s the setup: Japan has about $1.37 trillion in US Treasuries—serious cash. If they dump those Treasuries, US markets could get rocky fast. But if the US pushes rates much higher, Japan’s bond portfolio takes a hit too.
So, what’s Hayes thinking? He figures the Fed might just expand FIMA, let Japan borrow dollars against their Treasuries, and keep things steady for the yen—without actually forcing anyone to sell off those bonds.
As for his trades, Hayes is all in:
Bitcoin for pure liquidity, Ethereum with a $5,000 target by year-end, and ENA for those ready to take on big risk (he thinks it could 5x).
He’s already stacked up his own Bitcoin and believes all that extra liquidity is going to flow straight into crypto.
#LUNA @Bitcoin #RAD @Ethereum #ENA