BitMEX 创始人 Arthur Hayes 预测今年他将开始将资金转移到特定的山寨币

作者：William Suber更新于 2021 年 3 月 11 日 11:00UTCBitMEX 创始人 Arthur Hayes 表示，今年他将开始

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 创始人兼加密货币影响者 Arthur Hayes 透露了他的 2024 年投资策略，暗示今年晚些时候将转向风险较高的山寨币。

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 博客平台上发表的一篇文章中，海耶斯对加密行业的前景表示乐观，尽管即将上任的特朗普政府带来了潜在的挑战。

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，如果特朗普总统未能兑现其承诺的支持加密货币立法，可能会导致市场抛售。然而，他预计这次抛售将被新一轮流动性浪潮所抵消，这波流动性可能是由财政部和美联储推动的。

“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.”

“特朗普提出的支持加密货币和支持商业的立法可以得到极其积极的美元流动性环境的支持，第一季度增加了高达 6120 亿美元。就像几乎每年一样，是时候在第一季度末阶段出售并在海滩、[俱乐部]或南半球的滑雪胜地放松一下，等待积极的结果法定货币流动性状况将在第三季度重新出现。”

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.

据报道，如果流动性浪潮按预期实现，海耶斯的投资基金 Maelstrom 将增加其在加密货币市场的风险敞口。该基金已经开始投资去中心化科学（DeSci），并计划扩大其在该领域的持股。

“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 首席投资官的职责时，我将鼓励该基金的风险承担者将风险转盘转向 DEGEN。朝着这个方向迈出的第一步是我们决定模仿新兴的去中心化科学垃圾币领域。我们喜欢被低估的狗屎并购买 BIO；维塔；雅典娜；生长; PSY；冷冻；神经元…

 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.”

如果事情进展顺利，正如我所描述的，我将在三月份的某个时候缩短基线并踩上 909 开放式踩镲。当然，任何事情都有可能发生，但总的来说，我是看涨的。”