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Arthur Hayes:2028年比特币将达到100万美元
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5 月 8 日,BitMEX 联合创始人 Arthur Hayes 对加密货币投资者和比特币持有者发出警告,那些过度关注美联储政策的投资者看错了重点,因为美国和中国正逐步达成一项贸易协议。「真正的焦点在财政部。别管美联储,它不重要,」Hayes 在最近接受 CoinDesk 采访时表示。「鲍威尔在 2022 年民主党执政时不重要,现在共和党执政也不重要。」


对 Hayes 来说,美联储已成为次要角色。他认为,真正的货币政策操控发生在财政部长贝森特手中,贝森特通过回购和拍卖策略悄无声息地重塑全球流动性,以管理美国不断膨胀的债务负担。这种流动性泛滥,加上美国无法控制支出的现状,是 Hayes 预测比特币到 2028 年将达到 100 万美元的原因。


「我们只关心系统中今天是否比昨天有更多的美元,」Hayes 说。「这才是关键。」但货币政策并非他眼中的唯一催化因素。Hayes 认为地缘政治也在推波助澜,尤其是美中之间表演性的贸易外交。他表示,双方可能会签署一份表面上大胆但实质上毫无变化的协议。

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