Arthur Hayes: Crypto Faces Short-Term Jitters, Long-Term Tailwinds from Tariff Turmoil
1. Tariffs as a Volatility Catalyst
Former BitMEX CEO Arthur Hayes cautions that proposed U.S. tariffs—potentially in effect by July 9—could introduce fresh volatility into the crypto markets.
2. A Weaker Dollar Could Strengthen Crypto Assets
Hayes argues that tariffs may strain the U.S. dollar, prompting a dovish response from central banks. Historical patterns suggest that liquidity injections from institutions like the Fed often buoy assets such as Bitcoin and gold.
3. Flight to Safe Havens
In an era of geopolitical and economic tension, Hayes frames Bitcoin and gold as modern safe havens. “Global imbalances will be corrected, and the pain papered over with printed money, which is good for BTC,” he notes.
4. Bold Price Outlook
If the Fed returns to quantitative easing, Hayes projects Bitcoin could surge to $250,000 by the end of 2025—a bullish target anchored in macroeconomic tailwinds.
5. Volatility Today, Upside Tomorrow
While near-term market disruption is likely, Hayes believes these shocks could set the stage for longer-term gains. The turbulence, he says, is merely a prelude to broader crypto upside.
✅ Key Takeaway
Short-term volatility driven by tariffs may rattle markets—but according to Hayes, accommodative monetary policy could turn the chaos into a launchpad for Bitcoin’s next major rally.
