Arthur Hayes Says 'Longer Trump Lingers In Iran,' 'Higher' The Chances Of Bitcoin Surging: Here's Why

BY Benzinga | ECONOMIC | 03/02/26 04:42 AM EST

Arthur Hayes, Chief Investment Officer at Maelstrom Fund, said Sunday that a prolonged U.S.-Iran conflict could force the Federal Reserve to print more money, ultimately driving Bitcoin (CRYPTO: BTC) higher.

Fed’s Money Printer “To Go Brrr?”

In an essay titled iOS Warfare, Hayes analyzed the Trump administration’s decision to strike Iran and what could happen to investment portfolios as a result.

Hayes pointed to the Fed’s pattern of monetary easing after U.S. military campaigns in the Middle East, from the 1990 Gulf War to the 2001 Global War on Terror. He added that the situation is no different this time and the central bank has “political cover” to increase money supply to finance the war.

“The longer Trump lingers in Iran, the higher the likelihood of the Fed printing money to support the Pax Americana war machine,” Hayes projected. “And ultimately BTC number goes up.”

The BitMEX founder said that the prudent thing to do is to “wait and see,” and the best time to buy Bitcoin will be after the Fed announces rate cuts.

Monetary Expansion Tied To Bitcoin’s Performance

Hayes has consistently stressed the importance of fiat liquidity growth, advising traders to consider the expectations and realities of money printing when setting targets for Bitcoin.

Hayes previously projected 2026-27 will be the "meat of the money printing," potentially sending Bitcoin between $500,000 and $750,000.

Hayes’ comments came as Bitcoin became increasingly volatile over the weekend, falling below $64,000 before a slight recovery, after the U.S. and Israel declared war on Iran.

Price Action: At the time of writing, BTC was exchanging hands at $65,955, down 1.86% in the last 24 hours, according to data from Benzinga Pro.

Disclaimer:?This content was partially produced with the help of?Benzinga Neuro?and was reviewed and published by Benzinga editors.

Photo courtesy: Memory Stockphoto / Shutterstock

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Lower-quality debt securities generally offer higher yields, but also involve greater risk of default or price changes due to potential changes in the credit quality of the issuer. Any fixed income security sold or redeemed prior to maturity may be subject to loss.

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