- Hayes sees Trump potentially reshaping the Fed in 2026 with aggressive monetary easing.
- BTC to hit $200K says Hayes as he links its rise to global liquidity and money printing.
- Hayes notes the role of Asian capital flows and the Korean Blockchain Week in crypto markets.
Arthur Hayes, co-founder of BitMEX, has predicted that President Donald Trump could directly influence the U.S. Federal Reserve by mid-2026. Speaking ahead of the Korean Blockchain Week, set for September 22–28, Hayes stated that his keynote will outline how Trump could push aggressive money printing, potential leadership changes at the Fed, and broader liquidity expansion.
Hayes’ Korean Blockchain Week
In his X post, Hayes confirmed that he will deliver his keynote “Four, Seven” on September 23 at 10:40 a.m., and the presentation will shed light on Trump’s potential influence over the Fed in early 2026. He reiterated taht the remarks are just a prediction and not a policy guidance, thus showing the potential changes in U.S. monetary direction.
Notably, Hayes suggested that Trump could attempt to remove Jerome Powell or install a new Fed chair aligned with his policies. He also mentioned that Scott Bessent is a potential key figure in shaping these strategies. Hayes also pointed to commentary from David Zervos, a possible Fed chair candidate, describing how yield curve control and fast rate cuts could be introduced.
Liquidity, Inflation, and Asset Performance
In his recent conversations with Kyle Chasse, Hayes explained that central banks around the world will soon face pressure to print money. In his view, the United States Treasury and the Federal Reserve will boost liquidity with monetary easing and bond purchases.
This expectation, he noted, has historically boosted performance in digital assets compared to traditional assets. Hayes projected that Bitcoin could rise to levels between $150,000 and $200,000 by the end of the decade, and dismissed reliance on the four-year cycle theory, but linked Bitcoin’s movement to broader macroeconomic conditions.
He also noted that while U.S. equities have rebounded in nominal terms, they remain weaker when measured against gold since the 2008 financial crisis. This contrast, Hayes explained, becomes sharper when assets are measured against Bitcoin, which he described as consistently outperforming traditional benchmarks. He argued that the market continues to underestimate the upside potential for crypto under conditions of prolonged monetary easing.
Related: Patience Pays Off: Hayes on Bitcoin’s Long-Term Value
Global Factors and Regional Shifts
Hayes further expanded his outlook by connecting political and economic trends across regions. He said global instability, including strains within Europe and potential fiscal stress in France, could accelerate monetary easing. According to Hayes, such dynamics often prompt policymakers to increase spending and liquidity to stabilize markets and societies.
He suggested that capital flows may also shift toward Asia, particularly as Korean Blockchain Week gains prominence in 2025. The event will project how U.S. monetary strategies under Trump might intersect with growing Asian crypto markets. Hayes said that Bitcoin and other hard-cap assets are potential hedges in such a scenario.
Despite acknowledging risks at the end of expansionary cycles, Hayes argued that the current phase has not reached that point. He noted that expectations for extreme money printing might eventually lead him to consider taking partial profits. However, he maintained that the present cycle still holds notable potential for growth, supported by global liquidity conditions.
Hayes’ statements connect U.S. politics, central-bank independence, and global crypto markets into one framework. His forecast centers on Trump’s potential influence over the Federal Reserve and the possibility of large-scale money printing.
With Korean Blockchain Week providing a stage, his outlook shows how changing monetary policy, global liquidity, and regional capital flows could influence Bitcoin and broader crypto markets into 2026.
