Arthur Hayes drops his $125K Bitcoin call for EOY — here's the thesis:

Global liquidity is about to explode. War spending + AI job displacement = governments forced to print harder.

The real catalyst? A US banking rule change Hayes says could unlock TRILLIONS in fresh credit. This isn't your typical QE — it's stealth money printing that flies under the radar.

His bet: This liquidity surge crushes all bearish narratives and sends $BTC parabolic.

Maelstrom CIO positioning heavy. Are you?