比特幣將達到40萬美元，Solana是三位數中期印刷品的“最快馬”，以太坊的投資案例是“越來越多的threadbare”

在一次採訪中，從宏觀經濟學到模因躁狂症，資深商人和不對稱的創始人喬·麥肯（Joe McCann

Veteran trader and Asymmetric founder Joe McCann sees institutional flows propelling Bitcoin to the high six-figure range, while Solana is "the fastest horse" toward a mid-three-digit print and Ethereum’s investment case is increasingly threadbare.

資深商人和不對稱的創始人喬·麥肯（Joe McCann）認為機構流向高六位數的範圍推動了比特幣，而索拉納（Solana）是“最快的馬”，邁向了三位數中期的印刷品，以太坊的投資案例越來越多。

The trader, who prefers a 70% core position in Bitcoin over a 70% core position in gold, made the remarks in an interview with Melker, spanning topics ranging from macro-economics and meme-coin mania.

這位交易者更喜歡比特幣的70％核心地位，而不是70％的核心地位，在與梅爾克（Melker）的一次採訪中發表了評論，該主題涵蓋了宏觀經濟學和模因躁狂症。

Those flows, he said, are only beginning. Sovereign wealth funds, pensions, and corporations are "hoarding Bitcoin the way they once hoarded gold," but unlike bullion, the supply cap is immutable. With uncertainty indices at all-time highs and US trade policy setting the tempo of risk assets, McCann sees a probabilistic path toward enormous upside once "local maxima" on tariffs are understood.

他說，這些流動才剛剛開始。主權財富基金，養老金和公司“像曾經ho積黃金一樣ho積比特幣”，但與金銀不同，供應上限是不可能的。憑藉不確定性指數在歷史最高水平和美國貿易政策設定風險資產的速度時，麥肯認為一旦了解了關稅的“本地最大值”，就可以看到通往巨大上升空間的概率途徑。

"If Trump does deregulation, if he chills out on tariff policy, you could see Bitcoin actually rip two, three, four-hundred thousand dollars. It really is just a number. It’s more about the flows."

“如果特朗普放鬆管制，如果他對關稅政策放鬆，您會看到比特幣實際上撕裂了兩，三，四千美元。這確實只是一個數字。這更多的是關於流動。”

Pressed for timing, the CEO of Asymmetric would not went all in on Bitcoin and his thesis is time is no object. But he did segment the mechanics: reflexive price action in a thinly supplied market. Bitcoin, still a "fraction of the market cap of gold," now trades in an environment where gold's 40% year-to-date rally has revived the digital-gold narrative. A break of the Bitcoin-gold cross to the upside could lure capital away from bullion "simply because it’s easier to transport and censorship-resistant."

不對稱的首席執行官迫在眉睫，比特幣並沒有全力以赴，他的論文是時間不是對象。但是他確實分割了機制：在稀薄提供的市場中反身價格行動。比特幣仍然是“黃金市值的一部分”，現在在一個環境中進行了交易，在這個環境中，黃金的40％至今的集會恢復了數字金的敘述。比特幣金十字架上的突破可能會使資本從金條中誘使“僅僅是因為它更容易運輸和耐心。”

The implication is that a decisive break above the psychological $100,000 could accelerate quickly to the headline figure of $400,000 on ETF demand alone—particularly if the US administration moves ahead with initiatives such as Senator Cynthia Lummis’s proposal to buy in a budget neutral way or President Donald Trump Strategic Bitcoin Reserve.

這意味著，超出心理$ 100,000的決定性突破就可以迅速加速到僅ETF需求的40萬美元的標題數字，尤其是如果美國政府繼續前進，例如參議員辛西婭·盧米斯（Cynthia Lummis）諸如辛西婭·盧米斯（Cynthia Lummis）諸如預算中性方式或總統唐納德·特朗普·特朗普（Donald Trump Trump）戰略比特幣儲備等倡議。

Solana To $420

Solana至$ 420

If Bitcoin is 70% core position,Solana is his high-conviction satellite. He credits the network's throughput during last month's Trump-branded meme-coin launch—"the chain did not suffer; it hummed right along"—as a proof-of-scale moment. Wallet abstractions such as Moonshot, and the migration of stable-coin flows from Ethereum, have in his view removed the UX friction that capped the last cycle.

如果比特幣是70％的核心位置，那麼Solana是他的高定義衛星。他在上個月的特朗普品牌模因發射中歸功於該網絡的吞吐量 - “連鎖店沒有遭受痛苦；它一直嗡嗡作響”，這是一個規模驗證的時刻。在他看來，錢包抽象（例如月光車）和從以太坊的穩定折疊流的遷移使他視為最後一個週期的UX摩擦。

"When the most popular person on the planet launches a meme-coin on Solana, what does that tell you? We have infrastructure ready for mass adoption."

“當地球上最受歡迎的人在索拉納（Solana）上發起模因時，這告訴你什麼？我們已經準備好接受大規模收養的基礎設施。”

With spot-Solana ETFs already live in Canada and US filings advancing, he projects that "given the fundamentals coupled with ETF flows… Solana's got to be at least $420," a figure he reiterated more than once.

隨著Spot-Solana ETF已經居住在加拿大和美國的文件中，他預測“鑑於基本面以及ETF流……Solana至少要達到420美元，”他重申了這一數字不止一次。

Structural Short: ETH

結構短：eth

By contrast, the hedge-fund book carries only one structural short: ETH, which he said is being broadly(({recognized as an interesting trade topic

相比之下，對沖基金書籍僅帶有一個結構性簡短：ETH，他說的是廣泛的（（{被公認為是一個有趣的貿易主題