加密世界的領導者 Arthur Hayes 做出了一個令人驚訝的選擇：他現在青睞 Solana，將比特幣退居幕後。隨著美國大選的臨近，這項戰略轉變背後的原因是什麼？了解 Hayes 為何認為 Solana 可能成為投資者在高波動時期的關鍵資產。

比特幣面臨批評：它是否變得太僵化？比特幣通常被比作“數位黃金”，由於其穩定性和去中心化性質，其結構能夠激發人們的信心。

Prominent crypto personality Arthur Hayes has made a surprising revelation: he now favors Solana over Bitcoin. As the US elections approach and بازار کریپتو continues to experience high volatility, Hayes believes Solana could emerge as the key asset for investors during these turbulent times.

著名的加密貨幣人物 Arthur Hayes 透露了一個令人驚訝的消息：他現在更喜歡 Solana，而不是比特幣。隨著美國大選的臨近以及巴布亞新幾內亞繼續經歷高度波動，Hayes 認為 Solana 可能會成為投資者在這個動盪時期的關鍵資產。

Bitcoin, which is often likened to “digital gold,” boasts a structure that inspires confidence thanks to its stability and decentralized nature. However, some investors might view this very rigidity as a weakness in a volatile market.

比特幣通常被比作“數位黃金”，由於其穩定性和去中心化性質，其結構能夠激發人們的信心。然而，一些投資者可能將這種僵化視為波動市場中的弱點。

Hayes highlights this point, stating that while Bitcoin remains a pillar of the ecosystem, its low relative volatility makes it less attractive in a context where assets like Solana exhibit much more dynamic growth potential.

Hayes 強調了這一點，他指出，雖然比特幣仍然是生態系統的支柱，但其相對較低的波動性使其在 Solana 等資產表現出更具活力的成長潛力的背景下吸引力下降。

Solana, being lighter and more responsive, rides the market waves with a speed that Bitcoin cannot match. Hayes notes that the political uncertainty surrounding the elections will only have a transient effect, unlike the decisions of the Federal Reserve on interest rates.

Solana 更輕、反應更靈敏，以比特幣無法比擬的速度駕馭市場浪潮。海耶斯指出，與聯準會的利率決定不同，圍繞選舉的政治不確定性只會產生短暫的影響。

If monetary easing is on the horizon, assets like Solana, which quickly capture market fluctuations, offer a more direct exposure to potential gains. Bitcoin, with its “stable” positioning, risks not maximizing its potential during these exuberant phases.

如果貨幣寬鬆政策即將出台，像 Solana 這樣能快速捕捉市場波動的資產將提供更直接的潛在收益。比特幣以其「穩定」的定位，在這些繁榮階段可能無法最大限度地發揮其潛力。

Hayes goes on to point out that even Ethereum struggles to compete with Solana, highlighting the burdens and lack of fluidity of Ethereum compared to Solana’s responsiveness.

Hayes 繼續指出，即使是以太坊也難以與 Solana 競爭，他強調了與 Solana 的反應能力相比，以太坊的負擔和缺乏流動性。

Solana, with its explosive growth from $7 to over $180 in a year, embodies the spirit of the new generation of digital assets: it is agile, fast, and capable of capturing investors' attention.

Solana 在一年內從 7 美元爆發式增長到 180 美元以上，體現了新一代數位資產的精神：敏捷、快速、能夠吸引投資者的注意力。

Hayes refers to Solana as a “high beta” choice, implying a strong correlation with market increases.

Hayes 將 Solana 稱為「高貝塔值」選擇，這意味著與市場成長有強烈的相關性。

In other words, when the market explodes, Solana is very likely to outpe rm. This view goes against the notion of a market dominated by Bitcoin and opens up a perspective where assets like Solana could eclipse Bitcoin during bullish movements.

換句話說，當市場爆發時，Solana 很有可能會跑贏 rm。這種觀點與比特幣主導市場的概念背道而馳，並開闢了一種觀點，即 Solana 等資產可能會在看漲走勢中超越比特幣。

This positioning from Hayes serves as a reminder that the crypto market is constantly evolving, and investors are now seeking more dynamic options. Solana embodies this quest for reactivity, a characteristic that Bitcoin, with its image as “digital gold,” seems to struggle to embody in an increasingly influenced market by external shocks and monetary policy decisions.

海耶斯的這一定位提醒人們，加密貨幣市場正在不斷發展，投資者現在正在尋求更具活力的選擇。 Solana 體現了這種對反應性的追求，而具有「數位黃金」形象的比特幣似乎很難在日益受到外部衝擊和貨幣政策決策影響的市場中體現這一特徵。

To conclude, while Bitcoin retains its status as a safe haven in the crypto world, Hayes' preferences for Solana highlight a shift in attitude. Electoral volatility and monetary policy could present opportunities where Solana might take the lead.

總而言之，雖然比特幣保持了其作為加密貨幣世界避風港的地位，但海耶斯對 Solana 的偏好凸顯了態度的轉變。選舉波動和貨幣政策可能為索拉納提供帶頭的機會。