BitMEX co-founder Arthur Hayes suggested in a recent lengthy article that Trump may significantly weaken the dollar in the first half of 2025 by raising the official gold price, to support the reindustrialization of the United States and quickly boost the economy. Hayes pointed out that this devaluation of the dollar will not only drive up the prices of Bitcoin and the cryptocurrency market but may also trigger a currency devaluation race among major global economies, leading to a new round of monetary easing and asset price inflation.
Additionally, Hayes predicts that the cryptocurrency market may experience a short-term plunge due to overly high expectations for the speed of policy implementation around Trump's inauguration on January 20, 2025. His fund, Maelstrom, plans to reduce some positions during this period and repurchase core assets at lower price points.