Arthur Hayes 預測，儘管存在監管不確定性，比特幣 (BTC) 仍將在 2025 年第一季上漲

在最近的一篇部落格文章中，連續加密企業家兼評論員Arthur Hayes 預測，當選總統唐納德·川普就職後向美國經濟注入的新流動性可能會刺激比特幣(BTC) 在2025 年第一季度上漲。

Crypto entrepreneur and commentator Arthur Hayes has predicted that fresh liquidity injections into the US economy following President-elect Donald Trump’s inauguration could spur a Bitcoin (BTC) rally in Q1 2025.

加密貨幣企業家兼評論員 Arthur Hayes 預測，當選總統唐納德·川普就職後向美國經濟注入新的流動性可能會刺激比特幣 (BTC) 在 2025 年第一季度上漲。

In a recent blog post, Hayes pointed to the US Federal Reserve’s (Fed) plan to inject $612 billion of fresh liquidity into the economy. He suggested that this measure could compensate for any disappointments in regulatory progress and provide a boost to BTC.

海耶斯在最近的一篇部落格文章中指出，聯準會 (Fed) 計劃向經濟注入 6,120 億美元的新流動性。他表示，這項措施可以彌補監管進展的任何失望，並提振比特幣。

"A letdown by team Trump on his proposed pro-crypto and pro-business legislation can be covered by an extremely positive dollar liquidity environment, an increase of up to $612 billion in the first quarter," Hayes wrote.

海耶斯寫道：“川普團隊對其提議的支持加密貨幣和支持商業立法的失望可以通過極其積極的美元流動性環境來彌補，第一季度增加了高達 6120 億美元。”

According to Hayes, the Fed is likely to ramp up money printing after Trump's inauguration, which could propel BTC and other digital assets to a local top before a pullback. He added that market disappointment over lagging crypto regulation under Trump's administration would exacerbate the correction.

海耶斯表示，川普就職後，聯準會可能會加大印鈔力度，這可能會推動比特幣和其他數位資產在回檔前達到局部最高點。他補充說，市場對川普政府滯後的加密貨幣監管感到失望，這將加劇調整。

"This will lead to a euphoric blow-off top in the second quarter for stocks, bonds, commodities and crypto," Hayes explained. "The disappointment will be palpable in crypto land as everyone expected a crypto legalization bill to pass in the first 100 days of the Trump administration."

海耶斯解釋說：“這將導致股票、債券、大宗商品和加密貨幣在第二季度出現欣喜的飆升。” “加密貨幣領域的失望情緒將顯而易見，因為每個人都預計加密貨幣合法化法案將在川普政府的頭 100 天內通過。”

To navigate this scenario, Hayes advised traders to sell towards the end of Q1 2025 and wait for favorable liquidity conditions to return in Q3 2025. Once fresh liquidity enters the market again, he suggested it would be time for risk-seeking investors to "turn the risk dial to degen."

為了應對這種情況，海耶斯建議交易員在2025 年第一季末賣出，並等待2025 年第三季恢復有利的流動性條件。投資者“轉向”風險轉至德根。