Bitmex聯合創始人Arthur Hayes預測比特幣BTC/USD將會激增

BITMEX的聯合創始人Arthur Hayes預計比特幣BTC/USD的價值顯著提高。

Arthur Hayes, the co-founder of BitMEX, recently made a bold prediction regarding a substantial increase in the value of Bitcoin (BTC/USD), linking the anticipated surge to the tariff policies of President Donald Trump.

BITMEX的聯合創始人Arthur Hayes最近大膽地預測了比特幣（BTC/USD）的價值大幅提高，將預期的激增與唐納德·特朗普總統的關稅政策聯繫起來。

What Happened: Taking to X, formerly Twitter, Hayes stated that the sell-off of U.S. treasuries and the subsequent rise in 10-year bond yields could be the catalyst for more money printing. This factor has historically been known to ignite significant Bitcoin rallies.

發生了什麼：X to X，以前是Twitter，海斯說，美國國債的拋售和隨後的10年債券收益率的上升可能是更多貨幣印刷的催化劑。從歷史上看，這一因素被眾所周知引發了重要的比特幣集會。

Additionally, Hayes noted that the devaluation of China's yuan, a consequence of central bank money printing, might induce investors to opt for transferring their wealth into Bitcoin as a measure of preservation.

此外，海斯指出，中央銀行貨幣印刷的結果貶值可能會誘使投資者選擇將其財富轉移到比特幣中，以衡量保存。

"It's on like donkey kong. We will be getting more policy response this weekend if this keeps up. We are about to enter UP ONLY mode for $BTC," he wrote.

他寫道：“這就像驢子一樣。如果這樣做的話，我們將在本週末獲得更多的政策回應。我們將僅以$ btc進入模式。”

It’s on like donkey king. Donkey part is over. We will be getting more policy response this weekend if this keeps up. We are about to enter UP ONLY mode for $BTC.

就像驢王一樣。驢部分結束了。如果這樣做，我們將在本週末獲得更多的政策回應。我們即將以$ btc進入僅輸入模式。

— Arthur Hayes (@Arthur_0x00) August 25, 2023

- Arthur Hayes（@arthur_0x00）2023年8月25日

He further disclosed that banks might be granted a Supplementary Leverage Ratio (SLR) exemption, a proposal supported by JPMorgan (NYSE:JPM) Chase & Co (NYSE:JPM) CEO Jamie Dimon.

他進一步透露，可以授予銀行獲得補充槓桿比率（SLR）豁免，這是摩根大通（NYSE：JPM）Chase＆Co（NYSE：JPM）首席執行官Jamie Dimon支持的提案。

This exemption would allow banks to hold more treasuries without needing to increase required capital reserves, providing banks with additional liquidity for lending activities.

這種豁免將使銀行無需增加所需的資本儲備，從而為銀行提供額外的流動性以進行貸款活動。

At the time of writing, Bitcoin was valued at $83,343, displaying a 4.9% surge in the past 24 hours.

在撰寫本文時，比特幣的價值為83,343美元，在過去24小時內的漲幅為4.9％。

Why It's Important: Hayes' prediction is noteworthy as it showcases the potential influence of global economic policies on cryptocurrencies. The unfolding sell-off of U.S. treasuries, the ensuing rise in 10-year bond yields, and the weakness in China's yuan—all a result of central bank money printing—could create a pertinent stage for Bitcoin.

為什麼重要的是：海耶斯的預測值得注意，因為它展示了全球經濟政策對加密貨幣的潛在影響。美國國債的不斷拋售，隨之而來的10年債券收益率的上升以及中國人民幣的弱點（都是央行印刷的結果）可能會為比特幣創造一個相關的階段。

In particular, the possibility of an SLR exemption for banks from the Federal Reserve would provide banks with more liquidity to lend from, potentially boosting the cryptocurrency market. This scenario is especially pertinent considering the recent sell-off in treasuries and the capital gains realized by Bitcoin in response to previous instances of quantitative easing (QE).

特別是，對銀行從美聯儲豁免SLR的可能性將為銀行提供更多的流動性，從而有可能促進加密貨幣市場。考慮到最近在國庫中拋售的拋售以及比特幣對以前的定量寬鬆情況（QE）實現的資本收益，這種情況尤其相關。