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CZ and Hayes say that macro shifts in the US from debt and tariffs to Gold and Bitcoin favor Gold and Bitcoin
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CZ observes the current crypto market speculation and awaits the return of long-term builders
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Hayes ties US policy risks with Fed easing and $1,000,000 Bitcoin target
Changpeng Zhao and Arthur Hayes, two prominent crypto figures, explain why investors are reassessing traditional assets in light of rapid financial and geopolitical changes.
Their perspectives reveal both current market behavior as well as deep-seated macroeconomic patterns.
CZ: Speculative frenzy reigns, but builders will return
CZ, the former CEO of Binance, recently observed a shift in sentiment within crypto. He noted via X, that many participants seem to be less focused on building meaningful technologies and more on short term profits or “who can leave with the biggest bag”. This speculative approach, evident in areas such as the memecoin markets, concerns long-term developers.
CZ is still optimistic, however, that serious developers (builders) will return, especially when speculative wave subsides, as historically bear markets have often defined real innovation. He encourages those with a vision for the long term to be patient and focused.
RelatedTrump tariffs shock markets: Crypto loses $100B and Bitcoin price is unstable
Hayes: US debt and tariffs undermine Treasuries and boost BTC/Gold
Arthur Hayes, co-founder of BitMEX, provides a macroeconomic model for the shift. He argues that the global financial system is unable to rely on the U.S. Treasury dominance due to the massive U.S. Federal debt accumulated after the U.S. left the gold standard in 1970.
Hayes relates this historical debt growth to domestic political unrest and the rise of “America-first” trade policies, such as President Trump’s recent duties.
He argues that these tariffs disrupt the global dollar flow. If foreign nations earn less dollars through trade, they can’t easily buy more U.S. bonds and may have to sell their existing holdings of US Treasuries or equities. This could weaken traditional markets. Foreign reliance on US financial system is further reduced by policy uncertainty.
Hayes predicts that gold will become a preferred neutral asset for international trade settlements due to its immunity against such policies. He sees Bitcoin as a digital alternative to gold that will gain in popularity as a store value when trust is eroded in traditional systems.
Hayes’ $1M Bitcoin Path is tied to policy fallout, Currency Wars
Hayes predicts that this macro shift will propel Bitcoin to a $1,000,000 price tag, particularly if currency warfare escalates between the U.S.
Related : Bitcoin’s Trump tariff test: Down to $82k: Can $78k support endure?
He predicts that the USD/CNY rate will hit 10.00 because of political pressures. He calls this currency dynamic a “super bazooka”, which could boost Bitcoin’s value.
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