Two prominent voices in crypto investing—Arthur Hayes and Dan Tapiero—are framing the latest wave of U.S. tariffs as a symptom of deeper structural issues in the global financial system, arguing that Bitcoin (CRYPTO: BTC) may stand to benefit from the resulting distortions.
The comments come amid heightened trade tensions following sweeping tariff announcements by the U.S., intended to counter foreign exchange manipulation, persistent trade deficits, and sluggish domestic growth.
But for Hayes, co-founder of BitMEX, and Tapiero, founder of 10T Holdings and DTAP Capital, these are not isolated policy decisions—they reflect a system under pressure.
“I LOVE TARIFFS,” Hayes wrote on X on Friday, sharing a chart showing the widening gap between the U.S. current account and financial account balances. “Global imbalances will be corrected, and the …