Monetary Policy - JPMorgan expects the Federal Reserve to end quantitative tightening next week [1] - Rate cuts are anticipated [1] - Money printing is potentially on the horizon [1] Market Outlook - Bitcoin is expected to rise above $100,000 [1]

Translation: let’s print money to hand out to folks to help with food and energy costs. These costs rose because we printed so much money before. This is insanity but whatever: $Yen to 200 and $BTC to $1mm. Yachtzee https://t.co/ngF1sOwBYh ...

Monetary Policy - The market incorrectly anticipates that the end of Quantitative Tightening (QT) will automatically lead to money printing [1] - Historically, the Federal Reserve (Fed) only initiates money printing after a significant economic crisis [1] - A tight liquidity environment could have unforeseen consequences on the economy [1]

Market Stability & Government Action - U S Treasury to take "exceptional measures to safeguard market stability" [1] - The market anticipates potential monetary easing ("money printers are warming up") [1] Potential Implications - Expectation of increased market liquidity ("full send incoming") [1]

RT Marty Bent (@MartyBent)All tech is deflationary. We’ve experienced insane productivity gains over the last 50 years and yet the cost of living has risen consistently.Deflation can’t stop the ills of money printing.Deflationary tech needs to be paired with scarce money to reap the optimum benefits. ...

🇨🇳 CHINA IS PRINTING TRILLIONS.🇺🇸 TRUMP IS HINTING TOWARDS MONEY PRINTING.🇯🇵 JAPAN'S NEW PM IS PRO-STIMULUS LIKE TRUMP.EVERY MAJOR COUNTRY IS ABOUT TO INJECT MASSIVE LIQUIDITY, AND YOU'RE BEARISH.THE ONLY THING YOU SHOULD BE BEARISH ON IS "FIAT", NOT CRYPTO. ...

Market Trend - Binance founder CZ stated that nations will print unlimited money to buy Bitcoin [1]

Government Support - U S Treasury Secretary Bessent 表示美国准备购买阿根廷债券并提供 200 亿美元的支持 [1] Market Implications - 更多货币发行可能导致更多通货膨胀 [1] - 行业观点认为这增加了持有比特币的理由 [1]

Housing Market Trends - Rents doubled within 5 years [1] - Home prices rose 40% within 5 years [1] - The housing market is completely frozen [1] - Home sales are headed for their worst year since 1995 [1] Economic Impact - The consequences of significant money printing are now evident [1]

Core Viewpoint - Former BitMEX CEO Arthur Hayes predicts Bitcoin will reach $3.4 million by 2028, contingent on significant monetary policy changes led by Treasury Secretary Scott Bessent, which could result in extensive money printing and a transformation of the global monetary system [1]. Group 1: Monetary Policy and Predictions - Hayes' prediction is based on an estimated $15.229 trillion in combined Federal Reserve and commercial banking credit growth through 2028 [1]. - The model assumes the Federal Reserve will purchase 50% of new Treasury debt issuance, with bank credit expanding by $7.569 trillion during Trump's remaining term [2]. - Hayes anticipates a "once in a century change" in the global monetary architecture due to these policies [1]. Group 2: Federal Reserve Control - Hayes refers to Bessent as "Buffalo Bill" for his expected dismantling of the Eurodollar banking system, which involves controlling foreign non-dollar deposits estimated at $34 trillion globally [3]. - The Trump administration requires four seats on the Federal Reserve Board of Governors to influence short-term rates through the Interest on Reserve Balances mechanism [3]. - Potential allies for Trump's camp include Governors Bowman and Waller, along with newly confirmed Stephen Miran, bringing the total to three supporters [4]. Group 3: Legal and Political Developments - The Department of Justice is reviewing potential bank fraud charges against Fed Governor Lisa Cook, which Hayes believes could lead to her resignation by early 2026 [5]. - Trump's team plans to replace Fed district bank presidents during the February 2026 elections, aiming for control of the Federal Open Market Committee [5]. Group 4: Stablecoin Infrastructure - Hayes outlines a strategy for redirecting $10-13 trillion in Eurodollar deposits by threatening to withdraw Federal Reserve support for foreign banks during financial crises [6]. - This policy shift would likely push Eurodollar depositors towards compliant stablecoin issuers like Tether, which invest in U.S. bank deposits and Treasury bills [6].