TechFlow news, April 4 — Arthur Hayes posted on social media: "Some investors are fearful, but I absolutely love tariffs. Global imbalances will eventually correct themselves, and printing money can smooth out the pain — this is a major positive for BTC."
Arthur Hayes pointed out that tariffs lead to a weaker dollar, while foreign capital sells off U.S. tech stocks and repatriates funds. In the medium term, BTC and gold will benefit. He emphasized that the yield on 2-year U.S. Treasury notes plunged after the tariff announcement, signaling clearly that rate cuts and QE restart are imminent.
Additionally, Arthur Hayes believes Japan might need its central bank to release yen liquidity or simply expand QE to depreciate the yen as a hedge against tariffs—both would be favorable developments. He expects the USD/JPY exchange rate could突破 160.
