Arthur Hayes: Tariff policy corrects global imbalances, good for Bitcoin

Planet News: Arthur Hayes posted on X platform, stating that some investors are accelerating their escape, but he likes tariffs. Global imbalances will eventually be corrected, and printing money can smooth out the pain, which is a great benefit for BTC. Tariffs are causing the US dollar to weaken, with foreign capital simultaneously selling off US tech stocks and returning to their home markets. In the medium term, BTC and gold will benefit. The 2-year US Treasury yield plummeted after the tariff announcement, with the market clearly indicating that interest rate cuts and QE restart are imminent. Additionally, Japan may need its central bank to release yen liquidity, or simply expand QE to devalue the yen and hedge against tariffs, which are all positive points.