BitMEX创始人Arthur Hayes表示,Altseason将于何时进入加密货币市场

币界网Publicado a 2024-08-13Actualizado a 2024-08-13

币界网报道:

加密货币老手和BitMEX创始人Arthur Hayes正在更新他对山寨币何时能够发光的看法。

在一篇新文章中,Hayes表示,他预计加密货币市场将对美国财政部长珍妮特·耶伦发行美国国债(T-bills)向金融体系注入的大量流动性做出积极回应。

海耶斯表示,新的流动性可能会导致比特币(BTC)和以太坊(ETH)飙升,同时为“淡季”奠定基础

“因此,按照巴特·古尔·耶伦的话,我们知道从现在到年底,将净发行3010亿美元的国库券。如果这种关系成立,比特币将迅速回撤日元走强造成的抛售。比特币的下一站是10万美元。”

海耶斯认为,如果满足某些市场条件,淡季可能会在几个月内开始。

“Sh*tcoins是更高贝塔值的比特币加密货币。但在这个周期内,比特币和现在的以太币以净流入美国上市交易所交易基金(ETF)的形式进行结构性投标。虽然比特币和以太币自4月以来已经纠正,但它们逃脱了shitcoin市场的大屠杀。只有在比特币和乙醚分别突破7万美元和4000美元后,Altseason才会回归。Solana也将攀升至250美元以上,但考虑到相对的市值,Solana泵在加密货币市场的财富效应远不及比特币和Ether。

美元流动性激发的比特币和以太币在年底的反弹将为性感的shitcoin晚会的回归奠定坚实的基础。”

在撰写本文时,比特币的交易价格为59964美元,在过去24小时内略有上涨。与此同时,在撰写本文时,以太坊的交易价格为2673美元,当天持平。

不要错过任何一个节拍-订阅以直接将电子邮件提醒发送到您的收件箱查看价格行动在X、Facebook和Telegram上关注我们冲浪每日Hodl Mix

特色图片:Shutterstock/Tithi Luadthong

Lecturas Relacionadas

Warsh Hearing Concludes: What Are the Notable Signals for the Crypto Industry?

The Senate Banking Committee held a confirmation hearing for Judy Shelton, a Federal Reserve nominee, who faced intense questioning regarding her ability to maintain the central bank's independence amid pressure from President Trump to lower interest rates. Shelton denied any pre-arranged commitments on rate cuts and emphasized her independence, though Democrats remained skeptical, citing contradictions with Trump's public statements. Shelton characterized post-pandemic inflation as a major policy failure and called for a "regime change" in the Fed’s approach, including reforms to inflation measurement and communication strategies. She criticized the current practice of Fed officials frequently signaling future rate moves and did not commit to maintaining post-meeting press conferences, suggesting potential reductions in transparency. Regarding crypto markets, Shelton’s extensive investments in digital asset companies—including Solana, DeFi, and blockchain infrastructure—were noted, though she has pledged to divest these holdings due to ethics rules. Her familiarity with the crypto industry and deregulatory leanings may signal a more open, though cautious, stance toward digital assets. However, concerns were raised about potential conflicts of interest, especially given Trump family involvement in crypto-financial ventures. The timing of her confirmation remains uncertain, pending a Justice Department investigation into current Chair Powell. Shelton’s potential leadership could lead to a more hawkish, productivity-focused Fed with tighter policy communication—factors that may significantly influence liquidity conditions and macro narratives for crypto markets.

marsbitHace 8 hora(s)

Warsh Hearing Concludes: What Are the Notable Signals for the Crypto Industry?

marsbitHace 8 hora(s)

Trading

Spot
Futuros
活动图片