Iran war, AI spending could push Bitcoin back to $126K this year: Hayes
Hayes said military spending and the prioritization of AI infrastructure over US Treasurys and equities will lead to further fiat printing and benefit crypto....
Key takeaways
- 1Arthur Hayes predicts Bitcoin will reach $126,000 in 2026 due to increased military and AI spending driving fiat printing.
- 2Iran war and US-China AI race competition will force both nations into looser monetary policies benefiting crypto assets.
- 3Bitcoin has outperformed gold by 31% since February while trading between $79,467-$82,496 as of May 2026.
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Why it matters
For Indian retail investors, geopolitical tensions and global money printing typically weaken fiat currencies, making hard assets like Bitcoin attractive hedges against inflation. Hayes's analysis suggests crypto could benefit from macroeconomic shifts driven by military and tech spending, potentially offering portfolio diversification beyond traditional Indian market exposure.
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