In a recent clip shared on X by @streamdotliv, Arthur Hayes, the co-founder of BitMEX, drops some straightforward advice for crypto holders: "Remain long as f*ck." This comes from his appearance on The Rollup podcast, where he breaks down how global monetary policies could supercharge the crypto market.
Hayes argues that when governments print more fiat money—like dollars, euros, or yuan—the value of fixed-supply assets like Bitcoin and other cryptos skyrockets. "The faster that goes, the more people run to Bitcoin and crypto," he says in the video. It's a simple supply-and-demand play: as fiat floods the system, scarce digital assets become more appealing as a hedge against inflation.
He ties this to U.S. politics, betting on a scenario where Donald Trump influences the Federal Reserve. Hayes points to comments from figures like Bill Boston, suggesting policies that lower mortgage rates and stimulate spending without raising taxes. "Cause there's magic money coming out of the sky, provided by the Federal Reserve and the US Treasury," Hayes quips. This "magic money" essentially means quantitative easing or similar measures that increase money supply, devaluing fiat and pumping crypto prices.
For those new to the terms, fiat printing refers to central banks creating more currency, often to stimulate the economy. In crypto lingo, "bags" are your holdings, and going "long" means betting on price increases. Hayes sees this as a golden opportunity, especially since crypto is a relatively small asset class compared to stocks or gold, but with massive growth potential.
While Hayes focuses on Bitcoin as the top performer since 2009, his logic extends to the broader crypto ecosystem, including meme tokens. Meme coins, like Dogecoin or newer ones on Solana and Ethereum, thrive in bullish markets driven by liquidity. When fiat flows freely, retail investors flock to high-risk, high-reward assets, often igniting meme coin rallies. If Hayes' predictions hold, we could see another wave of meme mania as liquidity boosts speculative trading.
The tweet has sparked reactions on X, with users like @007_crypt questioning Hayes' recent sells despite his bullish stance, and others hyping their own bags. It's a reminder that while big names like Hayes provide macro insights, always DYOR (do your own research) before aping in.
This clip underscores why staying informed on macroeconomics is key for blockchain practitioners. At Meme Insider, we're all about decoding these trends to help you navigate the wild world of meme tokens and crypto tech. Check out the full thread on X for more context, and keep an eye on Fed moves—they could be the catalyst for the next bull run.
Key Takeaways from Hayes' Talk
- Fiat Inflation Boosts Crypto: More money printing dilutes fiat value, driving demand for scarce assets like BTC.
- Trump Fed Influence: Policies favoring low rates and high spending could accelerate this trend.
- Long-Term Hold Strategy: Hayes advises staying long, especially on Bitcoin, but the ripple effects could lift meme tokens too.
- Asset Class Evolution: Crypto outperforms traditional assets in inflationary environments.
If you're building in blockchain or trading meme coins, views like Hayes' highlight the interplay between global finance and decentralized tech. What's your take—bullish on a Trump-fed crypto pump? Drop your thoughts below!