Arthur Hayes： Global economic imbalance may favor Bitcoin and gold, and the Federal Reserve may soon cut interest rates and restart quantitative easing

BitMEX co-founder Arthur Hayes stated that global economic imbalances will be alleviated through printing money, which is favorable for the mid-term performance of Bitcoin and gold. He pointed out that the US dollar is weakening, and foreign investors are selling off US tech stocks and returning funds to their home countries. At the same time, he suggested that China should cope with tariff pressure by relaxing domestic credit flows overseas and letting the RMB exchange rate fall below 8.00. He predicted that the Federal Reserve may soon cut interest rates and restart quantitative easing to cope with the economic impact, while suggesting that the Bank of Japan expand QE through a weak yen policy, pushing the US dollar to Japanese yen exchange rate above 160. He emphasized the importance of maintaining patience, flexibility, and liquidity.