4 月 4 日,Arthur Hayes 在社交媒体上发文表示:「有些投资者担惊受怕,但我爱死关税了。全球失衡终将矫正,印钞机开动就能抹平阵痛,这对 BTC 来说是大利好。关税导致美元走弱,同步外资抛售美股科技股回流本土,中期来看 BTC 和黄金将受益。2 年期美债收益率在关税宣布后暴跌,市场明示降息和 QE 重启在即。此外,日本也许需要央行释放日元流动性,或者干脆加大 QE 让日元贬值对冲关税,这都是利好的点。」
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