Arthur Hayes:尽管币安被FUD,但我现在要抄底山寨币!

动区动趋Publicado a 2023-06-07Actualizado a 2023-06-07

Resumen

BitMEX 共同创办人Arthur Hayes 前阵子大谈比特币牛市即将在Q3 到来,对于加密货币市场在2024 年的走势,采取乐观的态度,甚至预测比特币价格有可能破7 万。

加密货币市场昨日晚间迎来重磅消息,美国证券交易委员会(SEC)针对加密货币交易所龙头币安、其美国附属公司BAM Trading Services Inc.(BAM Trading)以及创办人赵长鹏提出了多达13 项违反证券法的指控。

然而SEC 针对币安的诉讼文件中,被列为证券的加密货币包括但不限于BNB、BUSD,还包括多种热门的山寨币,此消息一出,币安平台币$BNB 从300 美元上方暴跌至270 美元、$BTC、$ETH 价格一同重挫,其他山寨币的价格跌幅更为严重,而新兴公链$SUI 的跌幅甚至一度超过16%。

Arthur Hayes:将购买山寨币

BitMEX 共同创办人Arthur Hayes 前阵子大谈比特币牛市即将在Q3 到来,对于加密货币市场在2024 年的走势,采取乐观的态度,甚至预测比特币价格有可能破7 万。

在总体经济方面,认为美国通膨将触底、并开始缓慢上升,虽然还是有升息的可能,但一当利率可能接近6% 时,而较高的利率会增加在RRP(逆回购)和IORB(准备金利息利率)余额上支付的利息,进而增加联准会印钞数量。

对于币安遭到SEC 指控,他的想法持续保持正面,在推特上表示:

市场因币安FUD而下跌。但不管催化剂是什么,由于TGA 重新启动,风险市场处于紧张状态。到夏末,市场将越过这一关口,进入大量印钞的背景。与此同时,我还得入手「shitcoins」。

虽然Arthur Hayes 没有具体指出到底会进场哪些山寨币,但社群猜测是否是昨日列入证券的加密货币,其中包含SOL(-7.7%)、ADA(-6.5%)、MATIC(-6.3%)、FIL(-7.6%)、ATOM(-6.6%)、SAND(-11.8%)、MANA(-9.2%)、ALGO(-9.1%)、AXS(-6.3%) 和COTI(-9.1%)。截稿暂报,这些山寨币种24 小时跌幅至少6% 以上。

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