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Arthur Hayes: Tariff policy corrects global imbalances, good for Bitcoin
2025-04-04 02:43

Odaily News Arthur Hayes wrote on the X platform that some investors are accelerating their escape, but I like tariffs. Global imbalances will eventually be corrected, and the printing press can smooth out the pain, which is a big boon for BTC. Tariffs have weakened the dollar, and foreign capital has sold off U.S. tech stocks and returned to the mainland. In the medium term, BTC and gold will benefit. The 2-year U.S. Treasury yield plummeted after the tariff announcement, and the market clearly indicated that interest rate cuts and QE restarts are imminent. In addition, Japan may need the central bank to release yen liquidity, or simply increase QE to depreciate the yen to hedge tariffs, which are all positive points.