“Hayes Told Kyle Chassé that Governments Will Keep Printing Money, Fueling Crypto Well Into 2026, While URGING BITCOIN INVESTORS TO DAKE A Longer View.”, – WRITE: www.coindesk.com
Speaking in a recent interview with Kyle Chassé, A Longtime Bitcoin and Web3 Entrepreneur, The BitMex Co-FOUNDER AND CURRENT MAIELSTROM CIO ARGED THAT FROUNMENTS AROUNMENTS Aggressive Monetary Expansion.
He Pointed to US Politics in Particular, Saying that President Donald Trump’s Second Term Has Not Yet Fully Unleashed The Sporting Programs that Coulder Arrive from Mid-2026 on. Hayes Suggested that if Expectations for Money Printing Become Extreme, He May Consider Taking Partial Profits, But for Nowe Sees Investors Underats Crypto.
Hayes Tied His Outlook to Broader Geopolitical Shifts, Including What He DesCribed As the Erosion of A Unipolar World Order. In his view, Such periods of Instability Tend to Push Policymakers Town Fiscal Stimulus and Central Bank Easing As Tools to Kep Citizens and Markets Calm.
He Also Raissed The Possibility of Strains Within Europe – Even Hinting That A French default Could Could Destabilize the European – As Anther Factor Likely to Accelerate Global Printing. While He Acknowledged These Policies Eventuelly Risk Ending Badly, He Argued That Bloow-Off Top of the Cycle Is Still AHEAD.
Turning to Bitcoin, Hayes Pushed Back On Concerns That Asset Has Stalled After Reaching A Record $ 124,000 in Mid-August.
He Contrasted ITS Performance with Other Asset Classes, Noting That While Us Stocks Are Higher in Dollar Terms, They Have Not Fully Recovered Relative to Gold Since. Hayes Pointed Out Real Estate Also Lags WHEN MEASURED AGAINST GOLD, AND ONLY A HANDFUL OF US Technology Giants Have Consistently OutperMed.
WHEN MEASURED AGAINST BITCOIN, However, He Believes All Traditional Benchmarks appetar Weak.
Hayes’ Message Was That Bitcoin’s Dominance Becomes Even Cleerr Once Assets Are Viewed Through the Lens of Currency Debasement.
For thouse frustrated that bitcoin is not posting Fresh Highs every Week, Hayes Suggested that Expectations Are Misplaced.
In his telling, investors from the traditional World and Those in Crypto Actual Share the Same Premise: Governments and Central Banks Will Print Money WHENEVER Growth Falters. Hayes Says Traditional Finance Tends to Express this View by Buying Bonds on Leverage, While Crypto Investors Hold Bitcoin As the “Faster Horse.”
His conclusion is that patience is essential. Hayes Argued that Real Edge of Holding Bitcoin Comes from Years of Compounding Outperformance Racher than Short-Term Speculation.
Coupled with What he sees as an inevitable wave of money Cretion Through The REST OF THE DECADE, HE BELIEves The Present Crypto Cycle Could Stretch Well Into 2026, Far Froma Sp.
Longer-Treasury Yields May Rise Despite The Anticipated Fed Fed Rate Cuts, Potentilly Offsetting the Expectioned Bullish Effects on BTC and Other Risk Assets.
- The Federal Reserve is Expert to Cut Interest Rates by 25 Basis Points on Sept. 17, with Further Reducions Anticipated in the Coming Months.
- Fiscal Concerns and Sticky Inflation Could Raise Long-Treasury Yields Undoing the Fed Rate Cuts.
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