4-4-2025 – Arthur Hayes, a prominent figure in the cryptocurrency space, recently took to the X platform to share his perspective on how tariffs are reshaping global markets. He argues that the introduction of tariffs could ultimately favor Bitcoin, as they may trigger a chain reaction of economic adjustments. According to Hayes, the U.S. dollar has already begun to lose strength due to these trade policies, pushing foreign investors to offload U.S. tech stocks and redirect capital back to their home countries.
Far from viewing this as a negative trend, Hayes sees opportunity amid the upheaval. He predicts that Bitcoin and gold could emerge as winners in the medium term, capitalizing on shifting financial currents. He also connects the tariff rollout to a sharp drop in two-year U.S. Treasury bond yields, interpreting it as a sign that interest rate cuts and a revival of quantitative easing might be on the horizon—moves he believes could soften economic strain and boost cryptocurrency markets.
Hayes also turned his attention to Japan, suggesting that the country’s central bank might respond to tariffs by injecting yen liquidity or ramping up quantitative easing to weaken its currency. In his view, such steps could further tilt the playing field in favor of assets like Bitcoin.
