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Arthur Hayes
CEX
11-30 07:43
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Tether 的支持者们正处于大规模利率交易的早期阶段。我对这份审计报告的解读是,他们认为美联储将会降息,这将大幅削减他们的利息收入。为了应对这种情况,他们正在买入黄金和比特币,理论上,随着货币价格下跌,这些资产的价格应该会飙升。 如果黄金和比特币的持仓下跌约 30%,他们的权益就会化为乌有,届时 USDT 理论上将破产。我确信一些大股东和交易所会要求实时查看他们的资产负债表,以便评估 Tether 的偿付能力风险。准备好爆米花吧,我预计主流媒体会对此大肆报道,尤其是那些患有“TDS”(Tether 综合症)的编辑们,他们会因为 Lutnick 和 Cantor 支持这种稳定币而大肆抨击。
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