Bitcoin Rally Inevitable: Arthur Hayes Reveals How US Venezuela Policy Will Trigger Massive Dollar Printing

BitMEX co-founder Arthur Hayes argues that U.S. foreign policy toward Venezuela will trigger massive dollar printing, inevitably driving Bitcoin's price higher.

“Oil price suppression and economic stimulation ahead of the 2026 midterms require an expansion of the dollar supply. This fiscal dominance creates a perfect tailwind for decentralized assets.”
— Arthur Hayes

Historical Correlation: M2 Growth vs. BTC

Hayes also revealed a shift in his personal strategy, moving exposure into privacy-focused altcoins (Zcash) and DeFi assets, believing they may outperform during the next phase of sector rotation.