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Some of y'all are running scurred, but I LOVE TARIFFS, some chart porn to understand why. Global imbalances will be corrected, and the pain papered over with printed money, which is good for $BTC. https://t.co/jc5eZ2VIEa The $ is weakening alongside foreigners selling US tech stocks and bringing money home. This is good for $BTC and gold over medium term. https://t.co/XzRcxOaJzT We need #China to ease by allowing domestic credit creation to flow offshore via a weakening $CNY. With a 65% effective tariffed levied, China could respond by allowing $CNY to weaken past 8.00 https://t.co/5h5wmHgj4K We need Fed easing, the 2yr treasury yield dumped after Tariff annc because the market is telling us the Fed will be cutting soon and possibly restarting QE to counter -ve economic impact. https://t.co/081kiGf9Jk We need #Yen liquidity out of the BOJ. Y not run a weak $JPY policy by ramping up QE to counter the new tariff rate? I see USDJPY retaking 160 and beyond. https://t.co/phLtoS7iok Be patient, be nimble, be liquid. Yachtzee!