Killing Bitcoin, Riding To The Moon & Bull Market With Arthur Hayes!

"I think we're just starting the real bull market starts once Bitcoin surpasses 70,000 and essentially the whole crypto market cap and aggregate passes what it reached in 2021... 26 27 is when I think that the Market's going to top out"

"I think they're going to be allowed to fail I think that this if once they're allowed to fail and maybe that happens in a week or three weeks or whatever it is then the crisis spreads to larger Banks and at a certain point it gets politically unpalatable for the FED to allow a very substantial non- too big to fail Bank to fail and at that point they start printing money again and so I think that coincide sometime in the March time frame for whatever reason financial crisis we like to have them in you know January to March and October to November"

"we know that they're going to print money to save the banking system we just don't know when it's going to happen and then what the program is going to look they're not going to call it quantitative easing or not going to call the thing that they called it before because that's politically not suitable they'll come up with a new Alphabet letter name for it and you know people like me and others oh actually guess what guys like if you really look at it how it works it's printing money and I think Bitcoin is very attuned to that... we love financial crisis because financial crisis means more Fiat more debasement more inflation and this is the whole point of crypto and defi is to build a parallel Financial system which does not is not affected by that sort of debasement and therefore prices actually go up so the more stress that we see in the US Financial system the more that Bitcoin is going to preempt the move of money Printing and also I think Tech and AI stocks are in the same boat as well anything that doesn't need a bank loves financial crisis"

"I think that we're going to print the most amount of money ever in human history in the next you know two to four years because we have a lot of elections coming up and you know how do you get reelected you give people free [ __ ] that they don't pay for in an obvious fashion they always pay for it inflation or taxes choose one uh and then we have a lot of Wars wars are very inflationary everybody around the world's increasing the defense budget to you know throw bombs at each other uh and you know then we have the money printing toay pay for the war right so it's all building itself into a super cycle of technology and money printing that I think is going to make this particular cryptol Market the biggest one that we've seen in terms of gains of of trillion dollars of market cap that is you know all of a sudden going to be present in our little ecosystem"

"Is China screwed no you know the most likely outcome is China becomes you know Japan like 20year nothingness... is there going to be this explosive 8% GDP growth every year no because they can't tolerate the amount of credit that it would take to create that because they know that if we overstimulate then we have real pressures on the currency so yes I do think Chinese Semus is coming the PBC has already printed hundreds of billions of dollars and tried to loan it out to people to revive the property sector I think they're going to go much bigger in terms of their stimulus but only after the Federal Reserve starts cutting rates because what they don't want to have happen is China goes nuts on stimulus and that puts pressure on the REM andb to weaken to the point where it can encourages Capital flight which isn't good for the Communist party so let the FED ease and then the Chinese government can ease along with the fed and then they can keep the r and be stable on a relative basis versus the dollar so yes they are stimulating it's waking its way into the markets the big bazooka is coming out but only after the FED starts cutting rates and printing more money and in 20 years from now China's economy is not going to look like the economy that we kind of know from grow it could be worse it could be better who knows"

"There will be something this cycle I don't know what it is I think it's going to there's gonna be some point scheme something and it's G to be massive maybe it's gonna have some sort of AI tint to it it's gonna be some economic game that they're playing with your mind and everybody's want to going to want to participate and the amount of money that they raise is going to be stupendous what they claim they're going to do with the money is going to be stupendous as well right they're going to have some massive Vision about what they're going to do with this money maybe it's you know Sam Elman said he's going to raise $7 trillion do to build some specialized semiconductive fat for AI maybe there's going to be a crypto analogous thing we're going to raise a trillion dollars to do something in AI to compete with open Ai and you know Microsoft and Google and whatever it is right something big it's got to be a big Vision we have this new way of potentially you know raising funds uh the point system and any derivatives that people create I think we'll start to see something like that probably in 2025 and once we know what the narratives our people care about the new way of fundraising that people are getting behind and then you combine those two together and then you get an EO style complete piece of dog [ __ ] that people will raise money and they'll raise maybe maybe this time will be hundreds of billions of dollars I don't know it's going to be insane"