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

On April 4th, Arthur Hayes made a post on social media: "Some investors are concerned. However, I am in favor of tariffs. Global imbalances will ultimately be rectified, and the money printer can alleviate the pain. This is great news for BTC. Tariffs have weakened the US dollar, causing foreign capital to simultaneously sell off US tech stocks and return to their home countries. In the medium term, both BTC and gold will gain. After the tariff announcement, the 2-year US Treasury yield plummeted, indicating that a rate cut and the restart of QE are imminent. Additionally, Japan may need the central bank to inject liquidity into the yen or simply increase QE to depreciate the yen in order to offset the tariffs. All of these are positive factors."