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🎥 Arthur Hayes questions the Fed's new task force, arguing it should be shrinking its balance sheet and raising rates instead.

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50,100 views • 3 months ago •via X (Twitter)

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🎥 21shares Global Head of Research Ξliézer Ndinga says the firm is pricing Hyperliquid’s $HYPE token around $75. “Our hype target is… a lot more in between the price of today and where Arthur Hayes is.”
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🎥 21shares Global Head of Research Ξliézer Ndinga says the firm is pricing Hyperliquid’s $HYPE token around $75. “Our hype target is… a lot more in between the price of today and where Arthur Hayes is.”

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🚨 THE FED JUST FUNDED A $15.6 BILLION TREASURY BUYBACK USING MORTGAGE-BOND CASH FLOWS The Federal Reserve just announced it will buy roughly $15.6 BILLION of short-term Treasury bills over the next month. Why? Because mortgage-backed securities already sitting on the Fed's balance sheet are paying down. Instead of letting that money disappear and shrinking the balance sheet, the Fed is rolling the cash straight back into T-bills. At the same time, it's pausing additional "reserve management" purchases until mid-October. Translation: For now, the Fed is only reinvesting existing cash flows - not adding another layer of purchases on top. But here's where it gets interesting. During COVID, the Fed accumulated roughly $2.7 TRILLION in mortgage-backed securities to push borrowing costs lower. Those securities are still sitting on the balance sheet. Rather than aggressively selling them, the Fed is allowing them to mature and redirecting the proceeds into short-term Treasuries. So the market gets: → More demand for short-term Treasury bills → MBS staying on the Fed's balance sheet → Less balance-sheet shrinkage than otherwise → More liquidity remaining inside the financial system And when the Fed buys those bills, it adds demand exactly where the Treasury is issuing heavily. Meanwhile, the Treasury can continue buying back longer-dated debt. So you end up with short-term debt being absorbed while longer-term debt is being retired. The Fed calls these "technical operations." Critics would call it stealth QE with extra steps. Simply put: THE FED IS STILL RECYCLING MONEY BACK INTO THE SYSTEM - IT'S JUST DOING IT THROUGH SHORT-TERM TREASURIES INSTEAD OF THE CLASSIC QE PLAYBOOK. Watch the 10-year yield and mortgage rates closely. Moves like this rarely stay invisible for long.

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Arthur Hayes Abandoned ZEC After Exploit Concerns Arthur Hayes (Arthur Hayes) says he has sold his entire $ZEC position following concerns linked to the Orchard Pool exploit. Hayes said the issue challenged his investment thesis around privacy focused assets. While he believes unauthorized minting remains unlikely, he said the inability to formally rule it out forced him to exit the trade. He added that they will keep evaluating the situation and may repurchase the asset if his concerns turn out to be unfounded, ideally at a cheaper valuation.

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