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Arthur Hayes: Tariff Policy Could Bring Multiple Potential Benefits, Market Signaling Rate Cut and QE Restart Imminent

2025-04-04 10:36

BlockBeats News, April 4th, Arthur Hayes posted on social media: "Some investors are worried, but I love tariffs. Global imbalances will eventually be corrected, and the money printer can smooth out the pain, which is great news for BTC. Tariffs have weakened the US dollar, prompting foreign capital to sell off US tech stocks and return to their home countries simultaneously. In the medium term, both BTC and gold will benefit. The 2-year US Treasury yield plummeted after the tariff announcement, indicating that a rate cut and QE restart are imminent. Additionally, Japan may need the central bank to inject liquidity into the yen or simply increase QE to devalue the yen to offset the tariffs, all of which are positive factors."

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