Arthur Hayes 在美国大选前青睐 Solana (SOL)，将其描述为“高 Beta 比特币”

海耶斯解释说，距离选举只有几天了，Solana 是一个不错的选择，因为它的流动性很高，如果比特币表现良好，它可能会上涨。

Key Takeaways:

要点：

1. BitMEX co-founder and Maelstrom CIO Arthur Hayes favors Solana ahead of the US elections, describing it as a “high beta Bitcoin” during an appearance on the Unchained podcast.

1. BitMEX 联合创始人兼 Maelstrom 首席信息官 Arthur Hayes 在美国大选前对 Solana 表示支持，并在 Unchained 播客中将其描述为“高贝塔比特币”。

2. With the elections just days away, Hayes explained that Solana is a good bet because it is highly liquid and likely to jump if Bitcoin performs well.

2. 距离选举只有几天了，Hayes 解释说 Solana 是一个不错的选择，因为它的流动性很高，如果比特币表现良好，它可能会上涨。

3. Hayes also asserted that, in the long run, it doesn’t matter who wins the US election, as the overarching influence on digital assets will be the FED’s decision on whether to cut rates on November 7.

3、海耶斯还断言，从长远来看，谁赢得美国大选并不重要，对数字资产影响最大的是美联储11月7日是否降息的决定。

4. “The bigger picture remains focused on the Federal Reserve’s monetary policy rather than the immediate outcomes of the elections,” he explained.

4. “更大的前景仍然集中在美联储的货币政策上，而不是选举的直接结果，”他解释道。

5. Hayes also remarked that he favors Solana over ETH, describing Ethereum as ‘too slow’ right now and in need of a narrative shift to change people’s mindset about its poor performance in recent months.

5. Hayes 还表示，他更喜欢 Solana，而不是 ETH，称以太坊目前“太慢”，需要进行叙事转变，以改变人们对其近几个月表现不佳的看法。

6. He noted that Solana currently has the ‘mind share,’ moves quickly, and will likely outperform Bitcoin when the market pumps, whereas Ethereum is ‘equal beta’ to Bitcoin, or perhaps even a bit lower.

6. 他指出，Solana 目前拥有“思想份额”，行动迅速，当市场上涨时，其表现可能会超过比特币，而以太坊与比特币的“贝塔值相同”，甚至可能更低一些。

7. During the podcast, Hayes pointed out that Solana's impressive rise from around seven dollars to over one hundred and eighty dollars, particularly post-FTX collapse, underscores its ability to gain and hold value rapidly.

7. 在播客中，Hayes 指出，Solana 从 7 美元左右上涨到超过 180 美元，尤其是在 FTX 崩盘后，突显了其快速获得和保值的能力。

8. Hayes also touched upon regulatory aspects, cautioning that significant improvements in crypto regulations are unlikely, irrespective of political changes.

8. 海耶斯还谈到了监管方面，警告说，无论政治变化如何，加密货币监管都不太可能出现重大改进。

9. His advice to investors and traders is to focus more on market fundamentals rather than political developments, which often have transient impacts on market dynamics.

9. 他对投资者和交易者的建议是更多地关注市场基本面而不是政治发展，政治发展往往会对市场动态产生短暂的影响。

10. The session wrapped up with Hayes emphasizing the strategic importance of selecting high-beta assets like Solana during times of predicted monetary easing

10. 会议结束时，Hayes 强调在预计货币宽松时期选择 Solana 等高贝塔资产的战略重要性