Arthur Hayes： Tariff policies correct global imbalances, benefiting Bitcoin

Odaily Planet Daily News: Arthur Hayes wrote on X platform that some investors are accelerating their escape, but I like tariffs. The global imbalance will eventually be corrected, and the printing press can smooth out the pain, which is a great benefit for BTC. Tariffs have led to a weakening of the US dollar, while foreign capital has sold off US technology stocks and returned to the domestic market. In the medium term, BTC and gold will benefit. The yield of 2-year US Treasury bonds plummeted after the announcement of tariffs, and the market indicated that interest rate cuts and QE restart were imminent. In addition, Japan may need the central bank to release yen liquidity or simply increase QE to devalue the yen and hedge against tariffs, both of which are positive points.