Arthur Hayes: The US Dollar’s Next Weapon Isn’t Bonds, It’s Stablecoins
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最新报道：Arthur Hayes, Maelstrom CIO, argues that U.S. dollar-pegged stablecoins could become a key tool for Treasury Secretary Scott Bessent to strengthen dollar dominance by rerouting trillions in offshore liquidity into Treasury bills. He cites the GENIUS Act as a regulatory tailwind, with stablecoin demand surging as global users, like in Argentina, increasingly adopt dollar-based digital money over failing national currencies.
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