Артур Хейс знает, что поможет возродить Ethereum

investing.ruPublished on 2024-09-18Last updated on 2024-09-18

Happycoin.club - Артур Хейс выступил на конференции Token2049 в Сингапуре с докладом под названием «Размышления о текущих макроэкономических событиях». В нём он рассмотрел ряд вопросов, связанных с казначейскими векселями, инвестированием в криптовалюты и будущим ETH.

По мнению инвестора, сейчас доходность большинства криптовалют или немного выше или ниже ставки по казначейским векселям в 5,5%, что влияет на их ценовые показатели.

Артур Хейс отметил, что инвесторы не хотят вкладывать в рискованные активы, такие как Ethereum, ведь им проще позвонить брокерам и вложить средства в казначейские векселя, получая свои 5,5%.

Сейчас ETH демонстрирует чрезвычайно слабую динамику и значительно отстаёт от биткоина, а доходность актива составляет всего 4%, отметил бизнесмен. Однако, когда доходность казначейских облигаций упадёт, что обязательно произойдёт, Ethereum станет настоящими деньгами.

Сторонник криптовалют уверен, что снижение ставок Федеральной резервной системы США (ФРС) вызовет падение мировых рынков. Это, в свою очередь, спровоцирует дальнейшее снижение ставок регуляторами и доходность облигаций упадёт. И вот в этот момент, как считает Артур Хейс, и начнётся длительный бычий тренд цифрового серебра. Но сбудется ли оптимистичный прогноз инвестора о ралли Ethereum?

Читайте оригинальную статью на сайте Happycoin.club

Trending Cryptos

Related Reads

Pantera Capital: As Perpetual Contracts Move Towards the Financial Center, Hyperliquid Aims to Be All-Encompassing

Perpetual futures ("perps"), once a crypto-native phenomenon, are becoming a dominant global financial instrument, evolving into a fundamental market structure shift that traditional finance can no longer ignore. This article outlines the advantages of perpetual contracts over traditional futures, highlighting their simplicity (no expiry/rollover), easier risk management, and native 24/7 operation. While the concept is not new, digital assets provided the ideal environment for its explosive growth. Initially dominated by centralized exchanges (CEX), perps have recently migrated significantly to decentralized exchanges (DEX), with Hyperliquid emerging as the leading DEX for perps, capturing ~40% of the on-chain volume. Hyperliquid, built on its own purpose-built L1 blockchain, has successfully expanded beyond crypto into traditional assets like stocks, commodities, and indices, driven by its permissionless listing framework (HIP-3) and 24/7 availability. It has become a crucial price discovery venue during off-hours and for pre-IPO companies, attracting attention from traditional hedge funds and major exchanges like ICE, which now views it as serious competition. The investment thesis for Hyperliquid's token, HYPE, rests on its large and growing total addressable market (TAM) across all finance, strong execution, superior user experience, and direct value accrual via aggressive token buybacks using 99% of protocol revenue. Key risks remain, primarily regulatory uncertainty in the U.S., though recent CFTC actions approving certain regulated crypto perp contracts signal a potential shift toward broader acceptance. The core question is no longer if perpetuals matter beyond crypto, but whether blockchain-based infrastructure like Hyperliquid can become the primary venue for pricing, trading, and discovering risk across all financial domains.

marsbit2h ago

Pantera Capital: As Perpetual Contracts Move Towards the Financial Center, Hyperliquid Aims to Be All-Encompassing

marsbit2h ago

Tiger Research: Zuckerberg Begins Betting on Prediction Markets, While Asian Nations Still View Them as Gambling

This article examines the rise of prediction markets, contrasting their growing institutional acceptance in the West with their restrictive regulation in Asia. It details how prediction markets, which originated from informal political betting and academic experiments like the Iowa Electronic Market, aggregate crowd wisdom into probabilistic prices through binary contracts. Their growth accelerated around 2020, reaching over $14 billion in monthly volume. A key driver is the "skin in the game" principle, where users risk their own capital, leading to high accuracy in predicting events like Fed rate decisions and elections, as demonstrated by platforms like Polymarket. Meta's entry, with Mark Zuckerberg reportedly leading the development of the Arena app, signals the market's maturation. In the U.S., court rulings have distinguished prediction markets from gambling, facilitating entry by traditional financial institutions. However, most Asian jurisdictions still classify them as gambling, focusing on social control rather than financial innovation. The article argues this stance creates three problems for Asia: 1) regulatory arbitrage pushes users to riskier offshore platforms, 2) loss of sovereign information infrastructure as valuable social sentiment data accumulates abroad, and 3) abandonment of user protection. It concludes that Asia needs a policy shift from prohibition to constructive regulation, integrating these markets into the formal system to harness their data as a national asset, as initiatives like Limitless Research are beginning to do.

marsbit4h ago

Tiger Research: Zuckerberg Begins Betting on Prediction Markets, While Asian Nations Still View Them as Gambling

marsbit4h ago

Trading

Spot

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of ETH (ETH) are presented below.

活动图片