對沖基金利用加密迷因幣獲得可觀的回報

對沖基金越來越多地投資加密迷因幣，尋求更高的回報。 Stratos 在知名投資者的支持下，將第一季 137% 的收益歸因於其對 Solana 上最大的迷因幣 Dogwifhat (WIF) 的配置。迷因幣受歡迎程度的飆升吸引了對沖基金，因為他們對數位資產越來越滿意，並認識到巨大收益的潛力。

Hedge Funds Embrace Crypto Memecoins for Enhanced Returns

對沖基金採用加密 Memecoin 來提高回報

According to a report by Bloomberg, hedge funds are increasingly recognizing the potential of crypto memecoins, a once-dismissed asset class, in the pursuit of substantial gains. Newport Beach, California-based Stratos, a fund backed by renowned investors Marc Andreessen and Chris Dixon, reportedly witnessed a remarkable 137% surge in its first quarter by allocating a portion of its portfolio to Dogwifhat (WIF), currently the largest memecoin on the Solana (SOL) blockchain.

根據彭博社報道，對沖基金越來越認識到加密迷因幣這種曾經被忽視的資產類別在追求巨額收益方面的潛力。總部位於加州紐波特海灘的Stratos 基金由知名投資者Marc Andreessen 和Chris Dixon 支持，據報道，該基金通過將部分投資組合分配給Dogwifhat (WIF)（目前是全球最大的模因幣），第一季股價飆漲137%。

Rennick Pallet, founding partner at Stratos, acknowledged that even if hedge funds themselves refrain from investing in memecoins, their employees are likely to engage in such activities.

Stratos 的創始合夥人 Rennick Pallet 承認，即使對沖基金本身不投資 memecoin，他們的員工也可能會參與此類活動。

Initially dismissed as a joke, particularly with the advent of Dogecoin (DOGE) in 2013, memecoins have gradually gained traction among investors. Pallet predicts that as hedge funds become more familiar with the digital asset landscape, they will progressively take the memecoin sector more seriously.

迷因幣最初被視為一個笑話，特別是隨著 2013 年狗狗幣 (DOGE) 的出現，迷因幣逐漸受到投資者的關注。 Pallet 預測，隨著對沖基金越來越熟悉數位資產領域，他們將逐漸更加重視迷因幣領域。

"People will become more comfortable with the concept over time, not unlike how they grew accustomed to cryptocurrencies overall... I wouldn't be surprised if firms established meme-only funds, akin to the creation of NFT-only funds," Pallet remarked.

Pallet 表示：「隨著時間的推移，人們會越來越適應這個概念，就像他們逐漸習慣加密貨幣一樣…如果公司建立僅限meme 的基金，類似於創建僅限NFT 的基金，我不會感到驚訝。

Cosmo Jiang, portfolio manager at Pantera Capital, a crypto hedge fund, views memecoins as "culture coins" that facilitate an unofficial connection to a particular community or movement.

加密貨幣對沖基金 Pantera Capital 的投資組合經理 Cosmo Jiang 將模因幣視為“文化幣”，可以促進與特定社區或運動的非正式聯繫。

"Meme coins initially started as evidently a joke. But they've matured into something much more. Individuals have begun referring to some memecoins as culture coins, signifying membership in a culture or a collective with shared beliefs," Jiang explained.

「迷因幣最初顯然是一個笑話。但它們已經成熟為更多的東西。個人已經開始將一些模因幣稱為文化幣，表示具有共同信仰的文化或集體的成員資格，」姜解釋道。

Josh de Vos, research lead at CCData, an analytics firm, highlighted the rapid evolution of liquidity and infrastructure within the memecoin sector, enabling firms from traditional finance, typically sensitive to low liquidity, to participate.

分析公司 CCData 的研究主管 Josh de Vos 強調了 memecoin 領域流動性和基礎設施的快速發展，使傳統金融（通常對低流動性敏感）的公司能夠參與其中。

"The infrastructure supporting memecoins has strengthened since the previous cycle, with notable advancements in liquidity for various tokens... Centralized exchanges have implemented sophisticated futures markets for prominent memecoins, allowing hedge funds to capitalize on their price fluctuations and effectively manage their risk," de Vos noted.

「自上一個週期以來，支持memecoin 的基礎設施得到了加強，各種代幣的流動性顯著提高......中心化交易所已經為著名的memecoin 建立了複雜的期貨市場，使對沖基金能夠利用其價格波動並有效管理風險，」德沃斯指出。

At the time of writing, DOGE remains the undisputed king of memecoins with a market capitalization of $22 billion, although it faces stiff competition from Shiba Inu (SHIB) at $15 billion and WIF at $3.2 billion.

截至撰寫本文時，DOGE 仍然是無可爭議的 memecoin 之王，市值為 220 億美元，儘管它面臨著 150 億美元的 Shiba Inu (SHIB) 和 32 億美元的 WIF 的激烈競爭。

Hedge funds' growing interest in memecoins underscores the evolving landscape of the cryptocurrency industry, where once-novel assets are gaining acceptance and potentially lucrative returns. As liquidity and infrastructure continue to improve in the memecoin sector, it is likely that more traditional financial institutions will explore this burgeoning asset class.

對沖基金對迷因幣日益濃厚的興趣凸顯了加密貨幣產業不斷發展的格局，曾經新穎的資產正在獲得接受並可能獲得豐厚的回報。隨著迷因幣領域的流動性和基礎設施不斷改善，更多傳統金融機構可能會探索這個新興的資產類別。