Macro· ★★★· bullish·

Arthur Hayes sees Bitcoin at $125K–$250K amid a French debt crisis

  • —Hayes projects BTC in a $125,000–$250,000 range by year-end if his crisis scenario plays out
  • —France plans to borrow a record €340 billion next year
  • —France's 10-year bond yield briefly exceeded 5% on October 1–2
  • —Hayes also flagged risks from AI data-center loans materializing in 2027–2028
Why it matters: The call hinges on a macro scenario: US money printing in response to a debt crisis has historically supported Bitcoin as a hedge asset.
Source: DiarioBitcoin