Arthur Hayes 在美國大選前青睞 Solana (SOL)，將其描述為“高 Beta 比特幣”

海耶斯解釋說，距離選舉只有幾天了，Solana 是一個不錯的選擇，因為它的流動性很高，如果比特幣表現良好，它可能會上漲。

Key Takeaways:

要點：

1. BitMEX co-founder and Maelstrom CIO Arthur Hayes favors Solana ahead of the US elections, describing it as a “high beta Bitcoin” during an appearance on the Unchained podcast.

1. BitMEX 聯合創始人兼 Maelstrom 資訊長 Arthur Hayes 在美國大選前對 Solana 表示支持，並在 Unchained 播客中將其描述為「高貝塔比特幣」。

2. With the elections just days away, Hayes explained that Solana is a good bet because it is highly liquid and likely to jump if Bitcoin performs well.

2. 距離選舉只有幾天了，Hayes 解釋說 Solana 是一個不錯的選擇，因為它的流動性很高，如果比特幣表現良好，它可能會上漲。

3. Hayes also asserted that, in the long run, it doesn’t matter who wins the US election, as the overarching influence on digital assets will be the FED’s decision on whether to cut rates on November 7.

3.海耶斯也斷言，從長遠來看，誰贏得美國大選並不重要，對數位資產影響最大的是聯準會11月7日是否降息的決定。

4. “The bigger picture remains focused on the Federal Reserve’s monetary policy rather than the immediate outcomes of the elections,” he explained.

4. 「更大的前景仍然集中在聯準會的貨幣政策上，而不是選舉的直接結果，」他解釋道。

5. Hayes also remarked that he favors Solana over ETH, describing Ethereum as ‘too slow’ right now and in need of a narrative shift to change people’s mindset about its poor performance in recent months.

5. Hayes 也表示，他更喜歡 Solana，而不是 ETH，稱以太坊目前“太慢”，需要進行敘事轉變，以改變人們對其近幾個月表現不佳的看法。

6. He noted that Solana currently has the ‘mind share,’ moves quickly, and will likely outperform Bitcoin when the market pumps, whereas Ethereum is ‘equal beta’ to Bitcoin, or perhaps even a bit lower.

6. 他指出，Solana 目前擁有“思想份額”，行動迅速，當市場上漲時，其表現可能會超過比特幣，而以太坊與比特幣的“貝塔值相同”，甚至可能更低一些。

7. During the podcast, Hayes pointed out that Solana's impressive rise from around seven dollars to over one hundred and eighty dollars, particularly post-FTX collapse, underscores its ability to gain and hold value rapidly.

7. 在播客中，Hayes 指出，Solana 從 7 美元左右上漲到超過 180 美元，尤其是在 FTX 崩盤後，突顯了其快速獲得和保值的能力。

8. Hayes also touched upon regulatory aspects, cautioning that significant improvements in crypto regulations are unlikely, irrespective of political changes.

8. 海耶斯也談到了監管方面，警告說，無論政治變化如何，加密貨幣監管都不太可能出現重大改進。

9. His advice to investors and traders is to focus more on market fundamentals rather than political developments, which often have transient impacts on market dynamics.

9. 他對投資人和交易者的建議是更關注市場基本面而不是政治發展，政治發展往往會對市場動態產生短暫的影響。

10. The session wrapped up with Hayes emphasizing the strategic importance of selecting high-beta assets like Solana during times of predicted monetary easing

10. 會議結束時，Hayes 強調在預期貨幣寬鬆時期選擇 Solana 等高貝塔資產的戰略重要性