Arthur Hayes says US-Iran escalation forces the Fed to print. History: Gulf War. Post-9/11. Rate cuts. Money expansion. Risk assets rip. He argues war spending = more dollars = higher BTC. But right now? Risk-off. Bitcoin slipped under $66K. Short term fear. Long term liquidity thesis. If the printers turn on, Bitcoin won’t ignore it.
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🚨 WAR = LIQUIDITY?
Arthur Hayes says US-Iran escalation forces the Fed to print.
History: Gulf War. Post-9/11.
Rate cuts. Money expansion. Risk assets rip.
He argues war spending = more dollars = higher BTC.
But right now?
Risk-off.
Bitcoin slipped under $66K.
Short term fear.
Long term liquidity thesis.
If the printers turn on, Bitcoin won’t ignore it.