Post #7172

💣Arthur Hayes: $9T print or collapse — why the Fed has no way out Hayes just laid out one of the mostbrutalmacrotheses yet: either they print trillions, or the system breaks. This isn’t hopium. It’s math. ➡️ $5T is needed to keep Fannie & Freddie alive — or the mortgage market dies ➡️ Add banking support, and you're at $9T minimum — just to stay afloat ➡️ Foreign capital (Taiwan, Korea, Singapore) is leaving US markets ➡️ The Fed becomes the buyer of everything — there’s no one else ➡️ Boomers need to sell assets, but Millennials aren’t buying ➡️ Dollar demand is falling globally — capital controls likely ➡️ US has to print more just to maintain current activity Hayes' core idea: Assets that need printing will survive via support. Assets that don’t will outperform by design. That’s where Bitcoin comes in. It doesn’t need bailouts. It doesn’t need yield. It just sits and absorbs liquidity. If $9T starts chasing 21M coins — $250K BTC is just the start. 🫡Powered by Venture Capital