Hayes: Trump’s 2026 Fed Move May Boost Bitcoin at KBW
BitMEX co‑founder Arthur Hayes will deliver a keynote at Korean Blockchain Week (Sept. 22–28, 2025), speaking on Sept. 23 at 10:40 a.m. The talk, titled “Four, Seven,” will present Hayes’ personal forecast that former President Trump could try to influence the Federal Reserve in the first half of 2026.
Hayes frames this as a projection rather than an official policy prediction.
He highlights potential monetary‑policy implications if such influence led to expanded money printing. Market participants should consider how increased liquidity and altered inflation expectations might affect risk‑asset valuations, including Bitcoin and broader crypto markets such as Ethereum and DeFi tokens.
- Potential effects to monitor:
- Increased demand for Bitcoin as an alternative store of value
- Spillover into Ethereum and DeFi tokens via liquidity flows
- Changes to risk premia and portfolio allocation for institutional investors
The appearance underscores how macro policy narratives continue to shape crypto sentiment. Traders and institutional investors will be watching for changes in liquidity dynamics and inflation outlooks that could drive demand for digital assets as alternative stores of value or as yield‑bearing instruments within decentralized finance.
Hayes’ KBW keynote adds to an ongoing conversation about central‑bank influence, fiscal policy, and crypto market positioning heading into 2026. Attendees and remote observers should treat the remarks as an informed opinion with material implications for trading, portfolio allocation, and risk management across the crypto ecosystem.
