Arthur Hayes Warns: Crypto Storm Brewing as Trump’s Tariffs Loom—‘Hold Fast, Don’t Panic’
Crypto markets brace for turbulence as political winds shift. BitMEX co-founder Arthur Hayes flags incoming volatility tied to potential Trump-era tariffs—urging traders to keep their nerve.
Here’s why the next 12 months could get messy.
The Tariff Trigger
Trade wars historically clobber risk assets, and crypto won’t dodge the shrapnel. Hayes predicts capital flight from equities to dollars—pressuring Bitcoin’s liquidity. ‘Markets hate uncertainty,’ he notes, ‘but they *really* hate taxes.’
The Institutional Wildcard
BlackRock’s ETF inflows might offset retail panic… if Wall Street’s algos decide crypto’s still the ‘digital gold’ narrative du jour. Spoiler: They’ll flip faster than a Congressman’s stance on CBDCs.
Hayes’ Playbook
1. Stack stablecoins for firepower
2. Short altcoins with weak fundamentals
3. Buy the blood in blue-chip DeFi
Closing thought: When politicians talk ‘protectionism,’ hedge funds hear ‘profit opportunity.’ The only tariff they’ll avoid? One on irony.

President Donald TRUMP is back with a bold move: he plans to introduce unilateral tariffs in the coming weeks. The timing, just after a shaky U.S.-China trade deal, has raised fresh concerns about a new round of global trade tensions.
Markets are already feeling the pressure and crypto is no exception.
Global Sell-Off Begins as Tariff Clock Ticks
Trump’s tariff plans have sparked a pullback across global markets. European and U.S. equity futures have dropped as investors brace for what could be another hit to international trade.
The dollar has weakened, Gold prices have surged, and Treasury yields are falling – all signs that investors are moving to safer assets.
BitMEX founder Arthur Hayes is sounding the alarm. Taking to X, he warned, “Don’t get shook,” as he predicted rising volatility across crypto markets in the days ahead.
Don’t get shook. pic.twitter.com/GJbdZb73X4
— Arthur Hayes (@CryptoHayes) June 12, 2025Bitcoin Drops Below $110K, Altcoins Follow
Bitcoin started the week strong, riding the wave of global liquidity. But the rally didn’t last. After being rejected at the $110,000 resistance level, BTC is now down 1.66%, trading NEAR $107,750.
Altcoins are in the red too. Dogecoin is seeing the steepest drop among the top ten, down 7% in just 24 hours.
Even a lower-than-expected U.S. CPI reading wasn’t enough to boost market sentiment. Traders are growing increasingly cautious as macro uncertainty piles up.
At the same time, the Trump administration is also pushing for bilateral trade deals with major economies like India, South Korea, and Japan. The goal is to strengthen America’s economic position but these moves could also raise tensions in global trade even further.
Hayes: Volatility Is Just Getting Started
Arthur Hayes has repeatedly called for the Fed to switch from quantitative tightening (QT) to quantitative easing (QE). But with inflation still a concern and interest rate cuts now unlikely, that shift seems far off.
With Trump’s tariff strategy shaking up traditional markets, crypto is entering another phase of heightened volatility. Hayes’ warning comes at a critical time for traders trying to navigate this evolving landscape.
The Bottom Line
Trump’s new tariff plan is already sending shockwaves across global markets. From equities to the dolla, and now crypto, volatility is back in a big way. As the July 9 deadline approaches, investors should prepare for more turbulence ahead.