亞瑟·海斯（Arthur Hayes）指出，黃金和比特幣將成為關稅領先的最佳樹籬

海耶斯表示，作為適應過程的一部分，各國將從美國的國庫和股票轉移到黃金和比特幣作為“中性”樹籬。

Arthur Hayes, the former CEO and co-founder of Bitmex, a global crypto exchange, has stated that, as part of an adaptation process to pre-1971 trade relationships, countries would shift from U.S. treasuries and stocks toward gold and bitcoin as “neutral” hedges.

全球加密交易所Bitmex的前首席執行官兼聯合創始人亞瑟·海斯（Arthur Hayes）表示，作為1971年以前的貿易關係的適應過程的一部分，各國將從美國的國庫和股票轉向黃金和比特幣，稱為“中性”套期保值。

As part of the ongoing trade war, more and more analysts are predicting a shift in the world’s economy as tariffs get enacted and affect consumers and producers worldwide.

作為正在進行的貿易戰爭的一部分，隨著關稅被制定並影響全球消費者和生產者，越來越多的分析師預測世界經濟的變化。

Arthur Hayes, former CEO and co-founder of Bitmex, a global crypto exchange, referred to how tariffs would make countries shift from natural investments like stocks and U.S. treasuries to other value assets.

全球加密交易所Bitmex的前首席執行官兼聯合創始人Arthur Hayes提到關稅將如何使各國從股票和美國國債等自然投資轉向其他價值資產。

Recently pardoned by President Donald Trump for failing to maintain adequate AML and KYC programs, Hayes stated that this new trade order would mean the end of U.S. treasuries and equity as a global reserve asset.

最近，唐納德·特朗普（Donald Trump）總統因未能維持足夠的AML和KYC計劃而赦免，海斯表示，這項新的貿易秩序將意味著美國國債和公平終止是全球儲備資產。

On social media, Hayes clarified that, if the U.S. deficit gets corrected, more countries would abandon the U.S. debt bandwagon and sell whatever assets they have to start from scratch again, formulating U.S.-like country-first policies due to the dollar scarcity.

在社交媒體上，海耶斯澄清說，如果美國赤字得到糾正，越來越多的國家將放棄美國債務潮流，並出售他們必須再次從頭開始的任何資產，並由於美元稀缺而製定了類似美國的國家第一政策。

Even if Trump backtracks on the severity of the tariffs, no finance minister or world leader can risk Trump changing his mind again.

即使特朗普對關稅的嚴重性進行了回溯，沒有財政部長或世界領導人可以冒險再次改變特朗普的想法。

This, in essence, marks a return to gold as a neutral reserve asset, while the dollar will keep being a reserve asset but most global markets will choose gold to settle global trade, which is why Trump has not applied tariffs to gold, as it must flow freely in this new market conception.

從本質上講，這標誌著黃金的回歸是中立的儲備資產，而美元將繼續成為儲備資產，但是大多數全球市場都會選擇黃金來解決全球貿易，這就是為什麼特朗普沒有在這個新市場概念中自由流動的黃金關稅。

Before, Hayes publicly voiced his support for the idea of tariffs implemented by the Trump administration to correct several economic imbalances.

以前，海斯公開表達了他對特朗普政府實施的關稅構想以糾正幾種經濟失衡的支持。

“For those who want to adapt to a return to pre-1971 trade relationships, buy gold, gold miners, and $BTC,” Hayes recommended, remarking on the relevance of these commodities as hedges against money printing and the effects of restrictive foreign tariffs.

Hayes建議：“對於那些想適應1971年前的貿易關係，購買黃金，金礦和$ BTC的人，他們就這些商品的相關性是針對貨幣印刷的相關性以及限制性外國關稅的影響。