📰 Arthur Hayes Declares “I LOVE TARIFFS” as Trump’s Global Tax Spurs Bitcoin Bullish Case — BTC Holds Strong Amid Market Shock
🔥 Arthur Hayes Says Tariffs Are Bullish for Bitcoin
🔥 Former BitMEX CEO Arthur Hayes posted a bold statement on X this week: “I LOVE TARIFFS,” referring to President Trump’s sweeping April 5 rollout of 10% global tariffs — with even higher duties for select countries. He called April 2 “Liberation Day,” following an Executive Order imposing reciprocal tariffs on all nations.
🔥 On April 3, the Nasdaq 100 posted its largest single-day point loss in history, signaling the global shock these tariffs have triggered.
🧠 Hayes: Why Tariffs Could Boost Bitcoin
In a thread and blog post, Hayes laid out a compelling thesis:
Global tariffs may lead to U.S. dollar weakening as foreign investors dump U.S. assets.
Bitcoin and gold stand to benefit as capital seeks safer, harder assets.
Hayes believes China could let the yuan (CNY) weaken past 8.00 in retaliation to a 65% effective tariff, further pushing Chinese capital toward Bitcoin.
🔥 He emphasized that “we need Fed easing,” citing a sharp drop in the 2-year Treasury yield as a sign the market is expecting rate cuts and possibly QE.
💹 Bitcoin’s Price: Holding Ground Under Pressure
Despite market-wide volatility, Bitcoin has shown notable resilience:
BTC is trading at around $83,700
📉 Down 4.4% in the past week
📌 Still 24% below its January all-time high of $109,000
James Toledano, COO of Unity Wallet, told Crypto News, “Crypto isn’t immune to macro shocks, but it’s showing signs of becoming a serious off-ramp from fiat.”
📣 Industry Voices React to Tariff Fallout
Gadi Chait, Investment Manager at Xapo Bank:
“Bitcoin’s long-term trajectory remains undeniable. Tariff-driven inflation fears may hurt in the short term, but strengthen the crypto case over time.”
Gus van Rijckevorsel, CEO of Ultra:
“The fallout will likely extend through Q2 and possibly summer — but the market is flashing early signs of recovery.”
James Toledano, Unity Wallet:
“Bitcoin has held relatively well. It’s too soon to call it a safe haven, but decoupling is beginning.”
📈 Outlook: Bitcoin Poised for Liquidity-Driven Growth
Arthur Hayes’ thesis ties Bitcoin’s price growth directly to fiat liquidity — not short-term events or hype.
“The tech works. There are no fundamental shifts happening. That means Bitcoin trades solely based on expected fiat supply,” he wrote.
As the Fed contemplates rate cuts and markets digest global trade shocks, Bitcoin’s positioning as a hedge against fiat and geopolitical chaos is strengthening.
💬 Crypto AI Updates: Where crypto meets global economics — interpreted, not hyped.
📩 Share this with someone preparing for a fiat fallout.
