Arthur Hayes Says Yen Rescue Plan Could Trigger Bitcoin Rall

The scary truth behind US support for the yen and Fed inaction

The ingredients for some sort of American financial crisis are falling into place, disguised for now – but also compounded – by the AI bubble.

Arthur Hayes says a $60 billion Fed cap is Bitcoin’s next liquidity trigger and needed for a price surge

Arthur Hayes says a $60 billion Federal Reserve limit is the next liquidity trigger he wants to see before adding more aggressively to risk assets, such as Bitcoin. His Aug. 11 essay focuses on the standing Foreign and International Monetary Authorities Repo Facility, or FIMA. The facility allows approved foreign official accounts to raise dollars against US Treasury collateral temporarily. Hayes has already positioned for a rebound in liquidity…

Arthur Hayes Says Yen-Quake Could Put Bitcoin Back In Liquidity Spotlight - Invest In Crypto News

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Arthur Hayes Says Yen-Quake Could Put Bitcoin Back In Liquidity Spotlight

Arthur Hayes has outlined a new “Yen-quake” macro thesis, arguing that efforts to support the Japanese yen could ultimately inject fresh dollar liquidity into global markets and become bullish for Bitcoin. In his August 10 essay, Hayes focuses on the Federal Reserve’s FIMA Repo Facility, a mechanism that allows foreign official institutions to access dollars against US Treasury collateral. His argument is that a larger or more active FIMA channe…

Arthur Hayes: Japan Yen Fix Could Fuel Bitcoin and Ethereum Rally

Arthur Hayes published a new essay this week arguing that the US Treasury and Japan’s Ministry of Finance have settled on a single method to strengthen the yen: running newly printed dollars through the Federal Reserve’s currency swap facility. Hayes says the mechanics point to a wave of dollar liquidity hitting the global markets, and he’s positioning Bitcoin (BTC), gold, and Ethereum (ETH) to catch the bulk of it. The Plan, and Why Hayes Says …

Arthur Hayes says Trump’s Bessent wants to use dollar-yen exchange rate to force the Fed into printing money

Arthur Hayes believes US Treasury Secretary Scott Bessent is preparing a way to strengthen the yen that could also force the Federal Reserve to create a large amount of new dollar liquidity. Arthur’s case centers on the Fed’s FIMA Repo Facility. In his latest essay titled ‘Yen-Quake,’ Arthur said that Japan could place its US Treasury holdings with the Fed as collateral, borrow dollars, sell those dollars for yen, and then use the yen to buy Jap…