亞瑟·海斯（Arthur Hayes），ALT季節和漩渦基金會：解碼加密潮汐

亞瑟·海斯（Arthur Hayes）再次看好！探索他的Ethena投資，ALT季節的預測以及驅動他加密貨幣前景的宏觀經濟因素。

Arthur Hayes, Alt Season, and the Maelstrom Fund: Decoding the Crypto Tides

亞瑟·海斯（Arthur Hayes），ALT季節和漩渦基金會：解碼加密潮汐

The crypto sphere is buzzing with activity! Arthur Hayes, co-founder of BitMEX, is making waves again. His recent moves and pronouncements hint at a significant shift in the market, potentially ushering in a new alt season. Let's dive into what's fueling this optimism.

加密球體隨著活動而嗡嗡作響！ BITMEX的聯合創始人Arthur Hayes再次引起波浪。他最近的動作和聲明暗示了市場發生重大變化，可能會在新的ALT季節中引入。讓我們深入了解這種樂觀的助長。

Hayes' $1.5 Million Ethena Bet

海耶斯的150萬美元Ethena賭注

Hayes recently made a substantial investment, acquiring $1.505 million worth of Ethena (ENA) tokens. This wasn't just a casual buy; it was a strategic move during a dip in ENA's price. It signals confidence in the Ethena project and its potential for future growth. For Hayes, this is a clear signal of his belief in the potential of altcoins.

海耶斯最近進行了大量投資，收購了價值1505萬美元的Ethena（ENA）代幣。這不僅僅是一個隨意的購買；這是ENA價格下跌期間的戰略舉動。它標誌著對Ethena項目的信心及其對未來增長的潛力。對於海耶斯來說，這是他對山寨幣潛力的信念的明顯信號。

The Alt Season is Nigh?

Alt季節是幾個？

Only recently, Hayes expressed concerns about the US Treasury General Account (TGA) potentially draining liquidity from the market. But the winds have shifted! Bitcoin's surge to new all-time highs has changed his tune, as Bitcoin touched its new all-time high of 118,869 with $122B trading volumes. Hayes now believes that Ethereum (ETH) will lead the charge in the next big crypto rally, dragging the rest of the altcoin market along with it.

直到最近，海斯對美國國庫總帳戶（TGA）可能會從市場上流動流動性感到擔憂。但是風發生了變化！比特幣的新歷史高潮的增長改變了他的曲調，因為比特幣以122B美元的交易量觸及了其新歷史最高點118,869。海耶斯現在認為，以太坊（ETH）將在下一個大型加密集會上領導指控，並將其餘的Altcoin市場拖延。

Macroeconomic Tailwinds

宏觀經濟的尾風

It's not just about the tech; macroeconomics are playing a role. Hayes believes that the markets anticipate former President Trump easing on tariffs if re-elected. He calls this "TACO" (Trump Always Chickens Out). Reduced tariffs could weaken the U.S. dollar, pushing investors towards alternative stores of value like Bitcoin and other cryptocurrencies.

這不僅與技術有關；宏觀經濟學正在發揮作用。海耶斯認為，如果再次當選，市場預計，前總統特朗普將對關稅放鬆。他稱這個“炸玉米餅”（特朗普總是雞出去）。降低的關稅可能會削弱美元，將投資者推向諸如比特幣和其他加密貨幣之類的價值商店。

Ethereum's Improving Fundamentals

以太坊改善了基本面

Ethereum's fundamentals are getting stronger. The Pectra update, which boosted ETH by almost 50%, shows increasing confidence in its future. Hayes even argues that ETH is evolving from a mere tech network into a treasury-grade asset. Major players like GameSquare and SharpLink Gaming are also increasing their positions in ETH.

以太坊的基本面越來越強。 Pectra更新將ETH提高了幾乎50％，顯示出對未來的信心越來越大。海耶斯甚至認為ETH正在從單純的技術網絡發展為國庫資產。諸如GamesQuare和Sharplink遊戲之類的主要玩家也在提高他們在ETH中的地位。

Evidence of an Altcoin Rally

Altcoin集會的證據

The altcoin rally might already be underway. We've seen XRP, ETH, and even memecoins like PEPE surge in value. These movements suggest that money is flowing into the altcoin market.

Altcoin集會可能已經在進行。我們已經看到了XRP，ETH甚至是Memecoin，例如Pepe的價值激增。這些運動表明金錢正在流入山寨幣市場。

Maelstrom Fund: What's the Deal?

漩渦基金會：有什麼交易？

While the provided text doesn't delve deeply into the Maelstrom Fund, it's crucial to consider its role. Given Hayes' involvement, it's likely that the Maelstrom Fund is strategically positioned to capitalize on the anticipated alt season. Details about the fund's specific investments and strategies would offer further insights into Hayes' overall market outlook. This info was not available, but is a key area to watch.

儘管所提供的文本並沒有深入研究漩渦基金，但要考慮其作用至關重要。鑑於海斯的參與，漩渦基金可能在戰略上可以利用預期的ALT季節。有關該基金的特定投資和策略的詳細信息將為海耶斯的整體市場前景提供進一步的見解。此信息不可用，但是值得關注的關鍵區域。

Conclusion: Buckle Up!

結論：扣緊！

Arthur Hayes' renewed optimism, coupled with improving fundamentals and favorable macroeconomic conditions, suggests that a monster alt season might be on the horizon. Keep an eye on Ethereum, watch for developments with the Maelstrom Fund, and prepare for some potentially wild rides in the crypto market. It's gonna be a fun few months, so grab your popcorn (or your favorite altcoin) and enjoy the show!

亞瑟·海斯（Arthur Hayes）的新興樂觀情緒，加上改善的基本原理和有利的宏觀經濟條件，這表明怪物Alt季節可能即將到來。密切關注以太坊，關注漩渦基金會的發展，並為加密市場的一些潛在狂野遊樂設施做準備。這將是一個有趣的幾個月，所以請抓住您的爆米花（或您最喜歡的山寨幣）並享受節目！