Arthur Hayes: The tariff policy brings multiple potential benefits, and the market indicates that interest rate cuts and QE restart are imminent

律动BlockBeats|Apr 04, 2025 02:36
BlockBeats News: On April 4th, Arthur Hayes posted on social media, saying, "Some investors are worried, but I love tariffs. The global imbalance will eventually be corrected, and the printing press can smooth out the pain, which is a big advantage for BTC. Tariffs have weakened the US dollar, and at the same time, 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 has 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 devalue the yen to hedge against tariffs, which are all positive points
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