⭐️ Arthur Hayes: the Fed will print again — that’s when Bitcoin explodes

Arthur Hayes explains why Bitcoin is driven less by crypto events and more by global money printing. Historically, when central banks flood the system with liquidity, BTC tends to react the strongest.

He also touches on AI’s impact on the economy, the role of institutions, and the key question of the cycle — when central banks will be forced to print again.

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00:00 - Who is Arthur Hayes?
6:59 - Gemini Bitcoin Credit Card | Bitcoin is For Everyone
7:39 - Ledn Bitcoin-backed Loans | Abundant Mines
8:33 - Bullish or bearish on Bitcoin
9:59 - Institutions taking over Bitcoin?
11:52 - Bitcoin price manipulation
13:26 - What's holding Bitcoin back?
15:18 - AI disruption
18:03 - Social unrest, economic pressure
19:44 - Bitcoin vs. affordability problems
23:04 - Speed Wallet | Bitkey | Bitcoin 2026 | BitcoinIRA
25:07 - Bitcoin investors' expectations
28:19 - Bitcoin in China
30:03 - Governments and Bitcoin
32:05 - Bitcoin adoption
33:30 - Will retail investors return?
34:54 - Money printing
35:48 - Careers in AI era
39:42 - Maelstrom Fund
43:04 - Regulation, privacy, quantum fears
46:13 - Could institutions fork Bitcoin

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🔥 Binance sues the Wall Street Journal for defamation

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❕ US Macro Data (CPI)

• US CPI: 2.4%
Forecast: 2.4%

The data came in exactly as expected — indicating inflation is moving in line with market forecasts.

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⚡️ Binance, PayPal and Ripple join Mastercard’s massive new push into blockchain payments

More than 85 partners will work with Mastercard to connect on-chain payments with banks, merchants and global commerce as part of the payment giant's recent crypto program.

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❕ Ledger researchers expose Android flaw enabling wallet seed theft in seconds

Ledger’s Donjon team identified a critical flaw in MediaTek’s secure boot chain that could potentially enable the extraction of device PINs and wallet seed phrases in about 45 seconds.

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🔥 Stablecoin market hits $312 billion as banks, card networks embrace onchain dollars

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⚡️ Revolut launches UK bank after regulator lifts license restrictions

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🪙 $181B VanEck's Matthew Sigel says dozens of countries are mining Bitcoin

He also noted Bitcoin’s correlation with the Nasdaq is near a five-year high, meaning global liquidity shocks like oil spikes or geopolitical conflicts can influence BTC in the short term.

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❕ CoinMarketCap: The market reaction to the Iran war is already visible in commodities

Since Feb 28 (war escalation), the data shows:

• WTI Oil +27%
• Brent +18%
• Natural Gas +6%
• Corn +4%
Meanwhile:
• Gold -0.6%
• Copper -2.2%
• Silver -6%
• Platinum -7%

🔜 Full post

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💲 Whale Alert: 1,000,000,000 USDT just minted at Tether Treasury

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📣 SEC and CFTC commit to work together on crypto policy and introduction of new products

The two regulatory agencies entered into an MOU to "guide coordination and collaboration between the two agencies to support lawful innovation, uphold market integrity, and ensure investor and customer protection".

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⚠️ US prosecutors have urged a court to reject former FTX CEO Sam Bankman-Fried’s request for a new trial

Prosecutors said the motion failed to present any legitimate newly discovered evidence.

🔄 Earlier: No interest in pardoning.

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🔝 Aluminum rises as Iran war drives spike in Asia premium offer

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🪙 Blockstream CEO says Strategy may soon be buying 10x the daily mined supply of Bitcoin

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❕ Telegram is currently down worldwide due to an unknown issue

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🔥 Arthur Hayes: "Realative to similar type large risky assets, BTC did the best when viewed against oil & gas energy price spikes".

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❕ US Macro Data (Jobless Claims)

• US Initial Jobless Claims: 213,000
Forecast: 215,000

The figure came in slightly lower than expected — signaling the labor market remains relatively stable.

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⚡️ Morgan Stanley has restricted redemptions at one of its private credit funds after withdrawal requests surged

It may signal rising stress in private credit markets as investors rush to pull capital.

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🔝 $7,000,000,000 worth of short positions will be liquidated if Bitcoin pumps 13%

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🔥 The US Senate passed a bill that includes a CBDC issuance ban on the Federal Reserve until 2030

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🔥 Someone in crypto lost $50 million by accidentally swapping $50 million in USDT for $36,200 worth of AAVE tokens

The platform says the user accepted the high slippage warning on mobile which resulted in this loss.

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