Overview
- Hayes published his 'Four, Seven' thesis on Sept. 23 and, in remarks in Seoul, outlined a path for the White House to secure Federal Reserve control by early 2026 and impose yield curve control.
- His quantitative model assumes about $15.229 trillion in combined Federal Reserve and commercial-bank credit growth through 2028, including the Fed buying roughly half of new Treasury issuance and $7.569 trillion in bank credit expansion.
- He characterizes the approach as 'QE 4 Poor People' that would incentivize lending to small and midsize businesses and, in his view, debase the dollar in ways that push investors toward Bitcoin.
- Hayes argues a supportive bloc could form with Governors Michelle Bowman, Christopher Waller and newly confirmed Stephen Miran, while he speculates that pressure could force Governor Lisa Cook’s departure and that regional presidents could be replaced in February 2026.
- Coverage underscores that such executive influence over the Fed would face significant political and legal hurdles and that Hayes’ price targets depend on these assumptions, even as he has sold sizable altcoin positions and remains bullish on Bitcoin.