In late May 2025, a notable geopolitical and economic development attracted great attention from the global financial community: The US Court officially rejected a series of trade tariffs issued under President Donald Trump. The decision marked a major turning point in US international trade policy and could have far-reaching implications for financial markets – especially risk assets such as stocks, cryptocurrencies, and commodities.
Why is this decision so important?
Trump’s tariffs were designed to protect domestic manufacturing, primarily targeting imports from China. But over the past four years, they have created significant disruptions to global supply chains and the flow of goods, while fueling inflation and reducing economic efficiency in some industries.
When trade barriers are removed, it doesn't simply "lower the price of goods" – it paves the way for international liquidity to flow back into the US economy, by reducing trade costs, speeding up capital flows, and improving the investment climate.
Arthur Hayes' View: “Buying it all” is no joke
Former BitMEX CEO Arthur Hayes, one of the most influential figures in the crypto world, was quick to comment on the event. According to Hayes, the court's decision is not only symbolic but also a "dose of doping" for the risk asset market.
“Liquidity is about to flood the market. This is an opportunity to pick up everything from stocks to crypto.” – Arthur Hayes
What Hayes is alluding to is a core market principle: liquidity is king. With capital flows no longer blocked by tariffs, smart money tends to seek out investments with the highest potential returns — and crypto is often one of the top choices, especially during periods when interest rates are trending steady or slightly lower.
Impact on Bitcoin and Risk Asset Markets
Removing trade barriers could have a number of positive consequences for Bitcoin:
Increased market confidence: The US becoming more open to trade creates expectations of economic growth, thereby making investors willing to take on more risk.
International money flows return: Reduced trade costs increase corporate net profit margins, which in turn boosts profit expectations and stock prices – indirectly boosting valuations of digital assets due to spillover effects.
Monetary policy may soften: In the absence of cost pressures from imports, the US Federal Reserve (FED) may become less hawkish, even potentially easing monetary policy – which is always positive for Bitcoin.
FOMO returns: Once investors realize that "cheap money" may be returning to the market, the FOMO (fear of missing out) effect can fuel a wave of buying – and BTC, as a limited-supply asset, is always the top destination.
Not Just a Headline: This Is a Strategic Signal
Many investors tend to ignore political or regulatory news because they don’t think it directly affects their portfolios. However, these fundamental factors are the root cause of big market moves. The US trade policy reversal can be seen as a “liquidity release” similar to the QE (quantitative easing) packages seen before – but this time from a regulatory and geopolitical perspective, rather than a monetary one.
Combine this with the trend of mass crypto ETF approvals, growing institutional capital inflows, and a macro environment that is gradually stabilizing after inflationary swings – we could be at the beginning of a new growth cycle for Bitcoin and the entire risk asset market.
Conclusion: Where do you stand in this money line?
Markets always react to information, but those who move ahead of the market win. The US court ruling is not simply about "tariffs," but a quiet warning: Liquidity is back. Money is moving. The question is: are you ready for it?