Arthur Hayes just dropped a bomb. And really, it’s just the most dangerous kind of bomb, the one that leads to you completely re-evaluating everything you ever learned about money. He’s claiming that it might be your very final opportunity to pick up Bitcoin before it skyrockets over $100,000. Is he right? Is this just another crypto guru hype-job? Or is there something substantive lurking behind the tough talk?
Hayes' Prediction: Is It Believable?
Hayes is not just making these numbers up out of the air. His argument hinges on something most people gloss over: U.S. Treasury buybacks. He sees these buybacks as a sneaky “bazooka” for Bitcoin. They create liquidity into the market and drive the price up. Think of it like this: it's like the government is secretly fueling the rocket ship that is Bitcoin.
It's like a parent who keeps giving their child allowance, even when they're supposed to be learning to earn their own money. Since the Treasury is basically just propping up the market, this is hugely bullish for the limited-supply asset that is Bitcoin.
Now hold on a moment before you go out and remortgage your home. Let’s add some dose of realism here. On this, Michaël van de Poppe is correct to be cautious. Weekend rallies can be deceiving. A much-needed dip may be in the cards before we see a sustained breakout. It’s like succeeding in a job interview but then being sucker punched with an email rejection two weeks later. That’s a huge disappointment to swallow! Don't count your chickens before they hatch.
Missing Out: Are You Ready For Regret?
Imagine this: You're at a party, and everyone's talking about Bitcoin. They're showing off screenshots of their gains, discussing the latest price predictions, and generally acting like they're part of some exclusive club. Instead, it’s you standing on the sidelines, nursing your drink, and regretting not taking the plunge yourself.
That’s the kind of anger Hayes wants to channel. It’s the nightmare of being unable to compete, the dread of ceding success to someone who made the leap. You know, the same people who laughed at Amazon in the late 90s. Or those who wrote off Apple prior to the iPhone. Where are they now? Probably kicking themselves.
It’s not just about the money. It’s not just a matter of staying hip to the scene, it’s imperative to knowing the future of money. It's about signaling to your peers that you're not afraid to take risks, that you're intelligent enough to see the potential in disruptive technologies. As a result, bitcoin has in many ways become a cause célèbre of the forward-thinking.
Dollar Weakness: Bitcoin's Perfect Storm?
The U.S. dollar is looking shaky. That’s the lowest level since March of 2022. Think of it like this: the dollar is a heavyweight boxer who's taken one too many punches. It's still standing, but it's clearly weakened.
And what does it feel like when you take the legs out from under a heavyweight boxer. His opponents see an opportunity. In this scenario, Bitcoin is the bad guy, and it’s never been more muscular. Once the dollar starts weakening, Bitcoin will be seen as a better store of value. It’s a textbook example of flight to safety.
Jamie Coutts’ $132,000 prediction driven by increasing fiat money supply. The more dollars that are printed into irrelevance, the more sexy Bitcoin looks as a limited-supply alternative. That’s just basic economics, but that’s the thing that can get lost in the day to day clamor of the market.
Perhaps even more indicative is the increasing correlation between Bitcoin and gold. Gold is up nearly 30% this year. Everyone’s searching for a safe haven and Bitcoin more than ever is being seen as one. It feels like the two are finally recognizing each other as equals — as true competitors to fiat currency.
Trump Factor: The Wildcard In The Deck
Here's where things get really interesting. Trump’s unprecedented public attacks on the Fed add to that uncertainty. His promised removal of Jerome Powell makes it worse. Imagine Trump firing Powell. The markets would go into a frenzy. The dollar would likely tank. And where would people run? You guessed it: Bitcoin.
Uncertainty around what Trump’s actual policies would be, and the ongoing trade row with the U.S. and China add even more volatility to the market. While volatility is typically detrimental for more traditional assets, the world’s largest cryptocurrency is often buoyed by it. It’s the same way with a surfer who likes to ride heavy tube waves. The larger the swells, the higher the thrill—but the risk.
Of course, there are risks. Remarkably, bitcoin is still down 5.6% year to date in 2025. The market can be unpredictable. A major price correction is always possible. The potential rewards are enormous.
Ultimately, the decision is yours. Do your own research. Talk to financial advisors. Don't just blindly follow the hype. Hold on a minute—don’t count Bitcoin out just yet. This will be the last opportunity to purchase it for under $100k. And if it is, then trust me—you don’t want to be the one left standing on the sidelines, regretfully wondering what just happened.
