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Bitcoin Price Races Toward $80,000 Mark as Economist Warns of 'Massive Quantitative Easing'

Bitcoin surged close to $80,000 on Monday, recovering from a weekend dip. After briefly falling below $77,000, the price climbed to a new August peak of $79,989 before profit-taking pulled it back. Bitcoin's market cap rose to $1.59 trillion, and its year-to-date losses fell below 10% for the first time since mid-May, boosting investor optimism. In derivatives markets, liquidated short positions significantly outnumbered longs, though at lower volumes than the previous week. Analysts link the rally to the U.S. Treasury's plans for large-scale bond buybacks, which economist Peter Schiff criticizes as a "reckless plan." He warns it could lead to massive quantitative easing and runaway inflation, bolstering Bitcoin's appeal as "digital gold" and a strategic reserve asset for institutions. However, analysts at Bitfinex caution that sustained growth requires genuine spot demand to replace short squeezes. They identify key levels to watch: a weekly close above $73,500 would confirm recovery, potentially targeting $86,500, while a drop below $64,500 could signal an overextended rally and a return to summer trading ranges.

cryptonews.ru08/24 20:41

Bitcoin Price Races Toward $80,000 Mark as Economist Warns of 'Massive Quantitative Easing'

cryptonews.ru08/24 20:41

Robert Kiyosaki Calls Treasury's Bond Buyback Expansion 'Quantitative Easing,' Backs Bitcoin

Robert Kiyosaki, author of "Rich Dad Poor Dad," has characterized the US Treasury's expansion of its bond buyback program as a form of quantitative easing (QE) or "printing fake dollars." He warns this action, alongside a falling US Dollar Index (DXY), signals higher inflation. To counter this, he strongly advocates investing in scarce assets like Bitcoin, gold, silver, and select real estate, arguing educated investors will grow richer while savers holding cash lose purchasing power. The Treasury's policy increases long-term nominal security buybacks from $2 billion to at least $4 billion per operation, aiming to support market liquidity—not directly increasing the money supply like Federal Reserve QE. Kiyosaki links rising national debt (over $40 trillion) and potential currency devaluation to a need for protective assets. While acknowledging market volatility, he positions Bitcoin as a core hedge alongside precious metals, repeating his view that financial education is key to recognizing such opportunities.

cryptonews.ru08/23 18:31

Robert Kiyosaki Calls Treasury's Bond Buyback Expansion 'Quantitative Easing,' Backs Bitcoin

cryptonews.ru08/23 18:31

After 'Bessent Put', How Far Is the U.S. from Restarting QE?

Following an unscheduled announcement from the U.S. Treasury Department on August 19th, investor discussions have intensified regarding the potential for future policy interventions in long-term bond markets. The Treasury increased the maximum size of its regular buyback operations for 10-to-30 year bonds from $2 billion to $4 billion, citing a desire to improve liquidity. This move came shortly after a surge in long-term yields, with the 30-year Treasury yield briefly touching 5.34%. Market analysts, rather than focusing on the modest operational size, have interpreted the timing—outside the normal quarterly communication window—as a significant signal. The move has been dubbed the "Bessent Put," implying the market's growing expectation that Treasury officials, led by Deputy Secretary Josh Bessent, may act to prevent a disorderly rise in long-term borrowing costs. This perception represents a potential shift in the market's view of the government's "policy reaction function." The underlying pressures on long-term bonds are multifaceted, including large fiscal deficits, increased Treasury supply, a rise in corporate debt issuance for AI infrastructure (creating a "crowding out" effect), and uncertainty around foreign holdings, particularly from Japan. Geopolitical risks in the Middle East further complicate the policy landscape, potentially creating conflicting pressures between fighting inflation and managing financing costs. However, the article clarifies that this Treasury buyback program is distinct from Quantitative Easing (QE). It is a debt management operation, not a Federal Reserve balance sheet expansion. While the announcement opens the door for market speculation about more forceful tools like Yield Curve Control (YCC) or a return to QE, analysts note that conditions would need to deteriorate significantly for such measures to be implemented. For now, the "Bessent Put" reflects a change in market expectations about possible policy boundaries, not an imminent launch of new monetary stimulus.

marsbit08/21 10:15

After 'Bessent Put', How Far Is the U.S. from Restarting QE?

marsbit08/21 10:15

Schiff Calls Bitcoin's Surge to $72K a 'False Signal Wave', Triggered by Treasury Department's Actions

Peter Schiff, a long-time gold advocate and Bitcoin critic, dismissed its recent surge past $72,000 as a "false breakout" or "head fake" triggered by a U.S. Treasury announcement. According to Schiff, the Treasury's move to double its bond buyback operation to $4 billion, aimed at boosting liquidity and indirectly lowering yields, caught markets off guard and propelled Bitcoin from below $65,000 to over $71,000, ending a period of price stagnation. Schiff argued that while Bitcoin investors correctly anticipate loose monetary policy as a catalyst for assets like gold and Bitcoin, they are only "half right." He advised selling Bitcoin and buying gold instead, favoring the precious metal over its digital counterpart. He further suggested the Treasury's action has been ineffective, as bond yields have resumed rising, predicting that much larger buybacks and an official Federal Reserve quantitative easing program will be necessary. Although Schiff links such monetary measures to a sharp rise in gold prices, he notes the same conditions could continue fueling Bitcoin's price appreciation if investors persist in viewing it as a meaningful scarce asset and store of value, similar to gold's historical role.

cryptonews.ru08/20 20:36

Schiff Calls Bitcoin's Surge to $72K a 'False Signal Wave', Triggered by Treasury Department's Actions

cryptonews.ru08/20 20:36

U.S. Liquidity Support Has Arrived, This is the Core Positive Catalyst

The U.S. Treasury announced on August 19th an expansion of its liquidity support repurchase operations for long-term bonds. The single-operation limit for older, off-the-run nominal coupon securities in the 10-20 year and 20-30 year maturities will be increased from $2 billion to at least $4 billion, effective from September 9th until the end of the current quarterly refunding on November 4th. The market reacted positively to the news, with yields on 10-year and 30-year Treasury notes falling. This action is seen as a key relief for assets like tech stocks, long-term bonds, gold, and cryptocurrencies, as a lower long-end yield reduces discount rate pressure on valuations. However, analysts caution against interpreting this as a form of quantitative easing (QE). The operation specifically targets less liquid older bonds to improve market functioning, unlike QE which involves the Federal Reserve expanding its balance sheet. The move is viewed primarily as a signal that the Treasury is unwilling to let liquidity deteriorate in the long-end of the bond market, prompting short-covering and a relief rally. Its impact is constrained by the scale (a potential maximum of around $14 billion in additional repurchases this quarter), funding sources that may shift pressure to other maturities, and overarching macro factors like inflation and Fed policy. The sustainability of the resulting market rebound will be tested by the Treasury's November quarterly refunding statement. If it includes sustained repurchases and a slowdown in long-term net issuance, the valuation support for long-duration assets could persist. If not, the operation may prove to be merely a tactical measure to reduce short-term volatility without altering the long-term pressures from deficits and inflation.

marsbit08/20 14:35

U.S. Liquidity Support Has Arrived, This is the Core Positive Catalyst

marsbit08/20 14:35

Ministry of Finance Doubles Long-Term Bond Buyback Volume Amid Bitcoin and US Stock Rally

The U.S. Treasury Department has doubled the purchase limit for long-term bond buybacks aimed at supporting liquidity in the 10-to-20-year and 20-to-30-year Treasury segments. The new rules, effective from September 9, will be in place for the current refunding quarter ending November 4. This move responds to sustained high activity and high-quality market offerings for longer-dated securities. The program targets older, less liquid "off-the-run" bonds to improve secondary market trading without significantly reducing overall debt, as the Treasury continues issuing new debt to fund the government. The expansion follows a sharp rise in long-term Treasury yields, with the 30-year yield recently exceeding 5.33%, a level not seen since 2007. In immediate reaction, the 10-year yield fell about 6 basis points to around 4.647%, and the 30-year yield dropped roughly 9 basis points to around 5.196%. Market observers quickly termed the larger buybacks a "mini-QE," noting their potential to reduce the supply of long-term bonds that private investors must absorb. Amid the yield decline, U.S. stock indices like the Dow Jones and S&P 500 traded higher, while Bitcoin rebounded to trade around $65,000, supported by spot ETF inflows and derivatives market dynamics. Lower yields can reduce the appeal of safe dollar assets, potentially supporting Bitcoin, though it faces resistance near $65,600-$66,000. The Treasury will decide on November 4 whether to maintain, expand, or scale back the increased buyback volumes. Investors will watch for sustained high-quality bond market offerings, the trajectory of 30-year yields, and the durability of the rally in U.S. stocks and Bitcoin.

cryptonews.ru08/19 22:01

Ministry of Finance Doubles Long-Term Bond Buyback Volume Amid Bitcoin and US Stock Rally

cryptonews.ru08/19 22:01

Arthur Hayes claims that Trump administration's Bessent wants to use USD/JPY rate to force Federal Reserve to print money

Arthur Hayes, former BitMEX CEO, argues that Trump administration Treasury Secretary Scott Bessent plans to use the dollar-yen exchange rate to force the Federal Reserve to print money. Hayes focuses on the Fed's FIMA repo facility mechanism. In his essay "The Yen Earthquake," Hayes outlines three ways Japan could strengthen the yen: aggressive BOJ rate hikes, selling foreign assets like U.S. Treasuries, or borrowing dollars via FIMA to buy yen. He dismisses rate hikes as damaging to the BOJ's balance sheet and government finances. Selling U.S. assets, while politically cleaner for Japan, would remove a major source of demand for American markets, harming the U.S. Hayes asserts Bessent favors the third option: Japan would pledge its U.S. Treasury holdings (estimated at ~$1.37 trillion) as collateral via FIMA, receive newly created dollars from the Fed, sell those dollars for yen on the forex market, and reinvest the yen domestically. This would support the yen without forcing asset sales, but would expand the Fed's balance sheet by creating new dollar liquidity. Hayes concludes this potential massive liquidity injection is bullish for assets like Bitcoin, gold, gold miners, and Ethereum—the latter due to its role in Real World Assets (RWA) and not having surpassed its previous all-time high.

cryptonews.ru08/12 12:07

Arthur Hayes claims that Trump administration's Bessent wants to use USD/JPY rate to force Federal Reserve to print money

cryptonews.ru08/12 12:07

ArthurHayes新文：押注日元升值，ENA未来几月或涨5至10倍

Arthur Hayes argues that the Japanese Yen is significantly undervalued and posits that its appreciation against the US Dollar is imminent. He outlines three potential mechanisms for this shift, dismissing the first two—the Bank of Japan raising interest rates and domestic institutions selling foreign assets—as politically or economically unfeasible. He identifies the third and preferred method: the Japanese Ministry of Finance (MOF) using its holdings of US Treasuries as collateral in the Fed's FIMA repo facility to borrow US dollars, then selling those dollars to buy Yen in the forex market. Hayes believes US Treasury Secretary Bessant has signaled support for this approach, which requires the Fed's Foreign Currency Subcommittee, led by Chairman Walsh, to remove lending limits on the FIMA tool. Hayes asserts that implementing this "Scheme 3" would lead to a significant expansion of US dollar liquidity. He predicts this surge in liquidity will act as a catalyst, driving up the prices of assets like Bitcoin and physical gold. Within the crypto space, he views Ethereum (ETH) as undervalued and singles out Ethena's ENA token as a speculative play with potential for 5-10x gains in the coming months, contingent on a recovery in Bitcoin basis trades that would boost demand for its USDe stablecoin. He concludes that investors should watch for the Fed's rule change as the key trigger for these market movements.

marsbit08/12 03:45

ArthurHayes新文：押注日元升值，ENA未来几月或涨5至10倍

marsbit08/12 03:45

Warsh Has Only Two Paths Ahead: Either Trigger "Financial Crisis 2.0" or Ignite "Dollar Crisis 1.0"?

In a critical analysis, economist aka Shan argues that incoming Fed Chair Kevin Warsh faces two stark policy choices, either of which could lead to a severe economic crisis comparable to the Great Depression. Warsh has publicly committed to bringing inflation down to 2%, but with the US CPI averaging over 3% for the past decade, the task is monumental. Shan outlines two potential paths: First, maintaining a hawkish stance with continued rate hikes, quantitative tightening, and fiscal consolidation would pop the simultaneous and dangerously large AI, real estate, and private credit bubbles, triggering a "Global Financial Crisis 2.0" more severe than 2008. Second, caving to political pressure and reverting to zero-interest-rate policy and quantitative easing would accelerate the collapse of the dollar's purchasing power, leading to a "Global Currency Crisis 1.0." Shan emphasizes there is no middle ground. The analysis highlights the role of Cantillon Effects, explaining how money created from 2008-2020 flowed unevenly into financial assets, suppressing commodity prices. A critical shift occurred in 2022 as commodities began to catch up, locking in high inflation pressure for years. Given this backdrop and immense political pressure during a future "Lehman moment," Shan concludes the probability of Warsh sticking to a truly hawkish policy is "extremely low, close to zero." The more politically expedient path of renewed monetary easing, despite its long-term consequences for the dollar, is seen as the likely outcome.

marsbit08/05 11:06

Warsh Has Only Two Paths Ahead: Either Trigger "Financial Crisis 2.0" or Ignite "Dollar Crisis 1.0"?

marsbit08/05 11:06

Analyst Predicts Bitcoin And Ethereum Price For The Rest Of 2026, What To Expect

A crypto analyst predicts Bitcoin and Ethereum prices for the remainder of 2026. For Q2 2026, he forecasts Bitcoin could drop to $58,000 and Ethereum to $1,700, potentially accompanied by panic selling and a broader S&P 500 decline. In Q3, Bitcoin may hit its cycle bottom, with whales accumulating ahead of a new trend, amid market distrust and a potential Fed leadership change. By Q4, the analyst expects Bitcoin to enter a bullish uptrend towards $90,000-$109,000+, driven by AI integrations in crypto and the potential start of Quantitative Easing.

bitcoinist05/18 22:32

Analyst Predicts Bitcoin And Ethereum Price For The Rest Of 2026, What To Expect

bitcoinist05/18 22:32

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