对冲基金利用加密模因币获得可观的回报

对冲基金越来越多地投资加密模因币，寻求更高的回报。 Stratos 在知名投资者的支持下，将第一季度 137% 的收益归因于其对 Solana 上最大的模因币 Dogwifhat (WIF) 的配置。模因币受欢迎程度的飙升吸引了对冲基金，因为他们对数字资产越来越满意，并认识到巨大收益的潜力。

Hedge Funds Embrace Crypto Memecoins for Enhanced Returns

对冲基金采用加密 Memecoin 来提高回报

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.

据彭博社报道，对冲基金越来越认识到加密模因币这种曾经被忽视的资产类别在追求巨额收益方面的潜力。总部位于加利福尼亚州纽波特海滩的 Stratos 基金由知名投资者 Marc Andreessen 和 Chris Dixon 支持，据报道，该基金通过将部分投资组合分配给 Dogwifhat (WIF)（目前是全球最大的模因币），第一季度股价飙升 137%。 Solana（SOL）区块链。

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 的创始合伙人 Rennick Pallet 承认，即使对冲基金本身不投资 memecoin，他们的员工也可能会参与此类活动。

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.

模因币最初被视为一个笑话，特别是随着 2013 年狗狗币 (DOGE) 的出现，模因币逐渐受到投资者的关注。 Pallet 预测，随着对冲基金越来越熟悉数字资产领域，他们将逐渐更加重视模因币领域。

"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：“随着时间的推移，人们会越来越适应这个概念，就像他们逐渐习惯加密货币一样……如果公司建立仅限 meme 的基金，类似于创建仅限 NFT 的基金，我不会感到惊讶。”评论道。

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.

加密货币对冲基金 Pantera Capital 的投资组合经理 Cosmo Jiang 将模因币视为“文化币”，可以促进与特定社区或运动的非正式联系。

"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.

“模因币最初显然是一个笑话。但它们已经成熟为更多的东西。个人已经开始将一些模因币称为文化币，表示具有共同信仰的文化或集体的成员资格，”姜解释道。

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 强调了 memecoin 领域流动性和基础设施的快速发展，使传统金融（通常对低流动性敏感）的公司能够参与其中。

"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.

“自上一个周期以来，支持 memecoin 的基础设施得到了加强，各种代币的流动性显着提高......中心化交易所已经为著名的 memecoin 建立了复杂的期货市场，使对冲基金能够利用其价格波动并有效管理风险，”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.

截至撰写本文时，DOGE 仍然是无可争议的 memecoin 之王，市值为 220 亿美元，尽管它面临着 150 亿美元的 Shiba Inu (SHIB) 和 32 亿美元的 WIF 的激烈竞争。

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.

对冲基金对模因币日益浓厚的兴趣凸显了加密货币行业不断发展的格局，曾经新颖的资产正在获得接受并可能获得丰厚的回报。随着模因币领域的流动性和基础设施不断改善，更多传统金融机构可能会探索这一新兴的资产类别。