At TOKEN2049 Dubai, Arthur Hayes, co-founder of BitMEX, didn’t just stir the pot — he set the macro narrative on fire:
“It’s time to buy everything.”
His message? Bitcoin is heading to $1 million by 2028 — and it’s not just vibes, it’s macro math.
Hayes sees history repeating:
He compared 2025’s setup to the 2022 REPO-fueled recovery, when the Fed injected $2.5 trillion and risk assets — including BTC — went vertical.
With Trump pushing tariffs, deficits ballooning, and political chaos rising, Hayes sees another round of quantitative easing as inevitable.
“The U.S. Treasury is printing money to fund the government.”
— Arthur Hayes
And where does that liquidity go? Right into high-convexity assets like Bitcoin.
Result? Hedge funds scoop up U.S. debt. Liquidity surges. Bitcoin leads.
“We’ve seen this movie before. Liquidity finds its way into the assets with the highest convexity.”
Hayes isn’t the only macro bull shouting into the void — here’s who else is riding the rocket:
The thesis? Bitcoin isn’t just digital gold. It’s core collateral in a post-fiat financial world.
Current price: $94,703
Monthly gain: +15%
Market mood: Bulletproof.
Bitcoin is holding strong despite:
Hayes says Bitcoin will be the “go-to store of value” in an age of fiscal insanity and currency erosion.
Arthur Hayes thinks $1M BTC by 2028 isn’t wild — it’s logical.
From REPO madness to debt-fueled chaos, the setup is simple:
The next big move? Already in motion.
And if history rhymes — Bitcoin’s the loudest verse.
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