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

On April 4th, Arthur Hayes posted on social media: "Some investors are anxious, but I love tariffs. Global imbalances will eventually be corrected, and the money printer can smooth out the pain, which is great news for BTC. Tariffs will weaken the US dollar, with foreign capital selling off US tech stocks and returning home, and in the medium term, BTC and gold will benefit. The 2-year US Treasury yield plummeted after the tariff announcement, indicating that 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."