BitMEX 創辦人 Arthur Hayes 預測今年某個時候他將開始將資金轉移到精選的山寨幣上

作者：William Suber更新於 2021 年 3 月 11 日 11:00UTCBitMEX 創辦人 Arthur Hayes 表示，今年他將開始

BitMEX founder and crypto influencer Arthur Hayes has revealed his investment strategy for 2024, hinting at a shift towards riskier altcoins later this year.

BitMEX 創辦人兼加密貨幣影響者 Arthur Hayes 透露了他的 2024 年投資策略，暗示今年稍後將轉向風險較高的山寨幣。

In an essay published on the Medium blogging platform, Hayes expresses optimism about the crypto industry’s prospects despite potential challenges posed by the incoming Trump administration.

在 Medium 部落格平台上發表的一篇文章中，海耶斯對加密產業的前景表示樂觀，儘管即將上任的川普政府帶來了潛在的挑戰。

According to Hayes, if President Trump fails to deliver on his promised pro-crypto legislation, it could lead to a market sell-off. However, he anticipates that this sell-off will be offset by a fresh wave of liquidity, possibly driven by the Treasury and Federal Reserve.

海耶斯表示，如果川普總統未能兌現其承諾的支持加密貨幣立法，可能會導致市場拋售。然而，他預計這次拋售將被新一波流動性浪潮所抵消，這波流動性可能是由財政部和聯準會推動的。

“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. Right on schedule, just like almost every other year, it will be time to sell in the late stages of the first quarter and chill on the beach, at the [club], or on a ski resort in the Southern Hemisphere and wait for positive fiat liquidity conditions to re-emerge in the third quarter.”

「川普提出的支持加密貨幣和支持商業的立法可以得到極其積極的美元流動性環境的支持，第一季增加了高達 6,120 億美元。就像幾乎每年一樣，是時候在第一季末階段出售並在海灘、[俱樂部]或南半球的滑雪勝地放鬆一下，等待積極的結果法定貨幣流動性狀況將在第三季度重新出現。

Hayes’ investment fund, Maelstrom, will reportedly increase its risk exposure in crypto markets if the liquidity wave materializes as anticipated. The fund, which has already begun investing in decentralized science (DeSci), plans to expand its holdings in the sector.

據報道，如果流動性浪潮按預期實現，海耶斯的投資基金 Maelstrom 將增加其在加密貨幣市場的風險敞口。該基金已經開始投資去中心化科學（DeSci），並計劃擴大其在該領域的持股。

“Fulfilling my role as the Chief Investment Officer at Maelstrom, I will encourage the risk-takers at the fund to turn the risk dial to DEGEN. A first step in that direction is our decision to ape into the burgeoning Decentralized Science shitcoin field. We love undervalued dogshit and purchased BIO; VITA; ATH; GROW; PSY; CRYO; NEURON…

「在履行 Maelstrom 首席投資長的職責時，我將鼓勵該基金的風險承擔者將風險轉盤轉向 DEGEN。朝著這個方向邁出的第一步是我們決定模仿新興的去中心化科學垃圾幣領域。我們喜歡被低估的狗屎併購買 BIO；維塔；雅典娜；生長; PSY；冷凍；神經元…

 If things pan out at a high level, as I described, I will cut the baseline and ride the 909 open hi-hat sometime in March. Of course, anything can happen, but on balance I am bullish.”

如果事情進展順利，正如我所描述的，我將在三月的某個時候縮短基線並踩上 909 開放式踩鈸。當然，任何事情都有可能發生，但總的來說，我是看漲的。