Arthur Hayes Predicts Bitcoin Surge Amid U.S. Economic Strategies

According to BlockBeats, Arthur Hayes has expressed in his latest article, 'Suavemente,' that U.S. actions to control Venezuelan oil will ultimately lead to significant economic stimulation through extensive money printing, which could result in a substantial increase in cryptocurrency prices, particularly Bitcoin. Hayes explained that the Trump administration aims to boost the economy and control inflation, especially gasoline prices, to secure victories in the 2026 midterm elections and the 2028 presidential election. The strategy involves controlling Venezuelan oil to increase supply and lower oil prices, thereby appeasing voters. To stimulate the economy, the government will likely collaborate with the Federal Reserve for large-scale deficit spending and credit expansion. Ideally, achieving a 'hot economy + low oil prices' scenario would lead to the money printing machine operating at full speed, with excess dollar liquidity flowing into various assets. Bitcoin and major cryptocurrencies, as hard assets countering fiat depreciation and liquidity overflow, are expected to be among the biggest beneficiaries, with prices soaring as a result. Hayes also mentioned his belief that ZEC will become the beta in the privacy sector. His family office, Maelstrom, has invested heavily in ZEC at favorable prices in the third quarter of 2025. The Maelstrom team focuses on identifying at least one altcoin under the privacy theme that can lead trends and provide substantial returns for their portfolio in the coming years. Currently, Maelstrom has entered 2026 with nearly maximum risk exposure. While the team continues to invest idle cash from various financing deals into Bitcoin, their current holdings in dollar stablecoins are very low. To achieve excess returns relative to BTC and ETH, the team plans to sell BTC to fund privacy positions and sell ETH to fund DeFi positions. If chosen correctly, the selected altcoins should outperform the market amid fiat credit expansion.