So, Arthur Hayes is back with another one of his “deep thoughts,” and this time itās all about Trump, oil, and Bitcoin. š¤ Apparently, the U.S. grabbing Venezuelan oil isnāt about geopolitics-itās about Trump keeping his job. Classic. š¤·āāļø Hayes says itās all about the economy, stupid. Or rather, the median voter who cares more about gas prices than, you know, democracy. ššØ
In his essay, cleverly titled āSuavementeā (because nothing says financial analysis like a smooth salsa beat š¶), Hayes breaks it down: Trump wants to pump the GDP like itās a reality TV rating, but he canāt let gas prices spike or the voters will riot. So, Venezuelaās oil is the sacrificial lamb. š Genius? Maybe. Desperate? Definitely. š¤
Hayes has this ā10% ruleā-if gas prices jump 10% before an election, the party in power gets booted. So, Trumpās plan is to keep oil prices flat, GDP up, and voters happy. š¢ļø But hereās the kicker: Hayes thinks this is great for Bitcoin. Because, you know, when politicians print money like itās Monopoly cash, Bitcoin goes brrrrr. š
Apparently, Bitcoin is the āpurest monetary abstractionā because of its energy-guzzling mining. š„ļøš So, oil prices donāt matter to Bitcoin-they only matter if they force politicians to stop the money printer. And letās be honest, when has that ever happened? š¤
Hayes is also betting big with his fund, Maelstrom. Heās gone āalmost maximum riskā (bold move, Cotton) and is dumping BTC and ETH for privacy coins like Zcash. Because who doesnāt love a little financial privacy in 2026? 𤫠Heās already ālong a fuck tonā of ZEC. Good luck with that. š
At press time, Bitcoin was chilling at $93,841. But who knows? With Trump, oil, and Hayes in the mix, anything could happen. š Or crash. š„

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2026-01-06 20:21