Donald Trump has been back in the White House for nearly a year — and this time, he’s moving more aggressively than ever. His team isn’t just adjusting policies; they’re attempting to rewrite the very rules of the American financial system.

At the center of this strategy is the Federal Reserve. Trump has long accused the Fed of “killing the economy” with high interest rates and excessive independence. Now, he’s pushing to bring it fully under political control.

👉 The key figure here: Scott Bessent, billionaire investor and former chief investment officer for George Soros. Trump sees him as the man who could turn the Fed into a direct extension of the White House’s economic agenda.


🔑 Arthur Hayes on the Trump–Bessent Scenario

Arthur Hayes, former BitMEX CEO, outlines in his recent essay Four Seven what this new era might look like:

  1. The Fed loses independence
    Monetary policy is no longer about economic stability but about political priorities.
  2. The Treasury buys Treasuries
    In practice, this means the U.S. government prints money to finance its own debt.
  3. Liquidity floods the economy
    Hayes estimates that if current trends continue, by 2028 the U.S. economy could see up to $15 trillion in new credit injections. For comparison: during COVID, the U.S. printed about $5 trillion — and that alone was enough to fuel record highs in stocks and crypto.

🚀 Bitcoin at $3,400,000?

Hayes runs the math: if the Fed and U.S. banks unleash a $15 trillion wave of liquidity, Bitcoin could theoretically reach $3.4 million by 2028.

He quickly adds that this is more of a theoretical ceiling than a realistic forecast — but the direction of travel is undeniable.
The weaker the dollar, the stronger Bitcoin becomes.


📉 Weak Dollar = Strong BTC

What we’re already seeing under Trump’s second term:

  • The dollar is softening, with inflation expectations creeping higher.
  • The national debt is financed by printing, not taxation or spending cuts.
  • The Fed is losing credibility as an independent institution.

In this environment, Bitcoin emerges as the ultimate hedge — digital gold, untouchable by politics, immune to the printing press.


🎯 The Investor Takeaway

  • The U.S. has entered a new era where the printing press serves politics, not markets.
  • A $15 trillion liquidity wave could trigger the most powerful inflationary cycle in modern history.
  • Bitcoin and other scarce digital assets stand to benefit the most.

Even if $3.4M per BTC sounds like fantasy, the real message is this:
the scale of the next move won’t be measured in small percentages, but in multiples.

As Trump and Bessent bend the Fed into a political tool, investors must think long-term — and position themselves in assets that can’t be printed away.


With experience and realism,
George Zimmerman
Your broker & market partner

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