买币
合约交易Arthur Hayes最新撰文：预计美国将「大规模印钞」导致比特币上涨，旗下家办Maelstrom已接近满仓
BlockBeats 消息，1 月 6 日，Arthur Hayes 在最新撰文《Suavemente》中表示，美国为控制委内瑞拉石油而采取的行动，最终会通过「大规模印钞」来刺激经济并压制油价，这将导致以比特币为首的加密货币价格大幅上涨。
Hayes 解释称，特朗普政府为了赢得 2026 年中期选举和 2028 年大选，必须提振经济（拉高名义 GDP）并控制通胀，尤其是汽油价格。控制委内瑞拉的石油是为了增加供给、压低油价，从而安抚选民。同时，为了刺激经济，政府将不得不与美联储配合，进行大规模的赤字支出和信贷扩张（即「印钞」）。
理想情况下，如果成功实现「经济热 + 油价低」，那么印钞机将全速运转，超发的美元流动性会涌入各种资产。作为对抗法币贬值和流动性泛滥的「硬资产」，比特币及主要加密货币将成为最大的受益者之一，价格会因此飙升。
Hayes 表示，其相信 ZEC 将成为隐私板块的贝塔，其家族办公室 Maelstrom 在 2025 年第三季度以极佳的价格已经做多了大量的 ZEC。Maelstrom 团队的重点是在隐私这个主题下，找到至少一个能够引领潮流并在未来几年为其投资组合带来超额回报的山寨币。
目前，Maelstrom 以几乎最大的风险敞口进入了 2026 年。虽然团队将继续把各种融资交易产生的闲置现金投入比特币，但当下持有的美元稳定币仓位非常低。为了获得相对于 BTC 和 ETH 的超额收益，团队将卖出 BTC 来为隐私仓位提供资金，并卖出 ETH 来为 DeFi 仓位提供资金。在这两种情况下，如果选择得当，随着法币信贷扩张，其挑选的山寨币应该会跑赢大盘。
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