Arthur Hayes: The tariff policy corrects the global imbalance, which is beneficial for Bitcoin

Arthur Hayes posted on the X platform, stating that some investors are accelerating their escape, but I like tariffs. The global imbalance will eventually be corrected, and the pain can be smoothed out by starting the printing press, which is a great benefit for BTC. Tariffs cause the dollar to weaken and foreign capital to sell off US tech stocks synchronously and return to their home countries. In the medium term, BTC and gold will benefit. The yield on 2-year U.S. Treasury bonds plummeted after the announcement of tariffs, indicating that market interest rate cuts and QE restarts are imminent. In addition, Japan may need its central bank to release yen liquidity or simply increase QE to devalue yen as a hedge against tariffs; these are all positive points.