Bitmex联合创始人Arthur Hayes预测比特币BTC/USD将会激增

BITMEX的联合创始人Arthur Hayes预计比特币BTC/USD的价值显着提高。

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的联合创始人Arthur Hayes最近大胆地预测了比特币（BTC/USD）的价值大幅提高，将预期的激增与唐纳德·特朗普总统的关税政策联系起来。

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.

发生了什么：X to X，以前是Twitter，海斯说，美国国债的抛售和随后的10年债券收益率的上升可能是更多货币印刷的催化剂。从历史上看，这一因素被众所周知引发了重要的比特币集会。

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，中央银行货币印刷的结果贬值可能会诱使投资者选择将其财富转移到比特币中，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.

他写道：“这就像驴子一样。如果这样做的话，我们将在本周末获得更多的政策回应。我们将仅以$ btc进入模式。”

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.

就像驴王一样。驴部分结束了。如果这样做，我们将在本周末获得更多的政策回应。我们即将以$ btc进入仅输入模式。

— 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.

他进一步透露，可以授予银行获得补充杠杆比率（SLR）豁免，这是摩根大通（NYSE：JPM）Chase＆Co（NYSE：JPM）首席执行官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.

这种豁免将使银行无需增加所需的资本储备，从而为银行提供额外的流动性以进行贷款活动。

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

在撰写本文时，比特币的价值为83,343美元，在过去24小时内的涨幅为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.

为什么重要的是：海耶斯的预测值得注意，因为它展示了全球经济政策对加密货币的潜在影响。美国国债的不断抛售，随之而来的10年债券收益率的上升以及中国人民币的弱点（都是央行印刷的结果）可能会为比特币创造一个相关的阶段。

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).

特别是，对银行从美联储豁免SLR的可能性将为银行提供更多的流动性，从而有可能促进加密货币市场。考虑到最近在国库中抛售的抛售以及比特币对以前的定量宽松情况（QE）实现的资本收益，这种情况尤其相关。