比特幣價格，亞瑟·海斯（Arthur Hayes）和牛市：街上的詞是什麼？

分析亞瑟·海斯（Arthur Hayes）看漲比特幣的預測以及最近的市場趨勢，以了解新的歷史最高水平的可能性。

Bitcoin is buzzing, folks! Arthur Hayes is bullish, ETFs are flowing, and even housing policies are getting crypto-friendly. Let's dive into what's fueling this potential bull run.

比特幣嗡嗡作響，伙計們！亞瑟·海斯（Arthur Hayes）是看好的，ETF在流動，甚至住房政策也越來越友好。讓我們深入了解這種潛在的公牛跑動。

Hayes's Hot Take: Regulatory Shifts and Crypto's Future

海斯的熱門看法：監管轉變和加密貨幣的未來

Arthur Hayes, the BitMEX co-founder, isn't shy about his bullish outlook. He's pointing to key regulatory changes in the U.S. as major catalysts. Specifically, he's eyeing the potential reinstatement of the Supplementary Leverage Ratio (SLR) exemption, which would free up banks to play with crypto. Plus, the Genius Act, potentially handing the stablecoin market to banks, is another factor. Hayes believes this regulatory environment is setting the stage for a major crypto rally.

Bitmex聯合創始人亞瑟·海斯（Arthur Hayes）對他看漲的看法並不害羞。他指出，美國的主要監管變化是主要的催化劑。具體來說，他正在關注補充槓桿比率（SLR）豁免的潛在恢復原狀，該豁免將釋放銀行與Crypto一起玩。另外，《天才法案》可能將穩定市場交給銀行是另一個因素。海耶斯認為，這種監管環境為重大加密集會奠定了基礎。

Hayes urges investors to ignore the political noise and focus on the market signals. He sees stablecoin market cap surges as a strong indicator of capital flowing back into crypto.

海耶斯敦促投資者忽略政治噪音，並專注於市場信號。他認為，Stablecoin市值飆升是資本流入加密貨幣的有力指標。

ETF Mania and Housing Market Love: Bitcoin Gets a Boost

ETF躁狂和住房市場愛情：比特幣得到了提升

It's not just Hayes hyping things up. Spot Bitcoin ETFs in the U.S. are attracting serious inflows, showing strong institutional demand. And get this: the Federal Housing Finance Agency (FHFA) is instructing Fannie Mae and Freddie Mac to recognize crypto assets when evaluating mortgage eligibility! Talk about mainstream adoption. This move signals a long-term bullish trend, integrating crypto into traditional finance.

這不僅是Hays炒作。美國的現場比特幣ETF吸引了嚴重的流入，顯示出強烈的機構需求。並得到這個：聯邦住房融資局（FHFA）指示房利美和房地美麥克在評估抵押資格時承認加密貨幣資產！談論主流採用。此舉標誌著長期看漲趨勢，將加密貨幣納入傳統金融。

Technical Indicators Pointing Upward

指向上向上的技術指標

Technically speaking, Bitcoin is showing a strong V-shaped recovery. Analysts like Ran Neuner are predicting a new all-time high could arrive in as little as 42 days, driven by a steady climb rather than a sudden spike.

從技術上講，比特幣顯示出強大的V形恢復。像Ran Neuner這樣的分析師預測，在穩定的攀登而不是突然的尖峰的驅動下，新的歷史最高水平可能只有42天。

Jerome Powell's testimony, hinting at potential interest rate cuts, is also fueling the fire. Lower rates often boost risk-on assets like Bitcoin. And with the U.S. dollar weakening, Wall Street is cheering, with the NASDAQ hitting new all-time highs.

杰羅姆·鮑威爾（Jerome Powell）的證詞暗示了潛在的降低利率，這也助長了大火。較低的利率通常會提高像比特幣這樣的風險資產。隨著美元削弱，華爾街歡呼雀躍，納斯達克島上的歷史新高。

A Word of Caution: Not All Altcoins Will Shine

注意：並非所有的altcoins都會發光

While Bitcoin is looking prime for a breakout, don't expect all altcoins to follow suit. The altcoin rally will likely be selective, favoring tokens backed by institutional interest. So, do your research before diving into the altcoin pool.

雖然比特幣希望突破，但不要指望所有山寨幣都會效仿。 AltCoin集會可能會有選擇性，有利於由機構利益支持的代幣。因此，在潛入Altcoin池之前進行研究。

Is Bitcoin Overvalued? Maybe Not

比特幣被高估了嗎？也許不是

Despite some analysts pointing to a flattening Market Value to Realized Value (MVRV) ratio, suggesting a potential slowdown, institutions aren't sweating it. Strategy CEO Michael Saylor is predicting Bitcoin could reach as high as $21 million by 2046! Governments, like Texas, are even considering strategic Bitcoin reserves.

儘管一些分析師指出，實現價值（MVRV）比率的市場價值平坦，這表明潛在的放緩，但機構並沒有流汗。戰略首席執行官邁克爾·賽勒（Michael Saylor）預測，到2046年，比特幣將達到2100萬美元！像德克薩斯州一樣，政府甚至正在考慮戰略性比特幣儲備。

My Take: Cautiously Optimistic

我的看法：謹慎樂觀

I'm cautiously optimistic. Hayes's insights, coupled with ETF inflows and positive regulatory moves, paint a promising picture. The market's resilience amid geopolitical tensions is also encouraging. However, it's crucial to remember that crypto is volatile. Don't bet the farm! Diversify, do your own research, and be prepared for potential pullbacks.

我謹慎樂觀。海斯的見解，再加上ETF流入和積極的調節動作，描繪了有希望的圖片。在地緣政治緊張局勢的情況下，市場的韌性也令人鼓舞。但是，要記住加密貨幣是揮發性的，這一點至關重要。不要打賭農場！多樣化，進行自己的研究，並為潛在的回調做好準備。

The historical data indicates the S&P 500 tends to hit a new ATH around 41 days before Bitcoin. So the overall global market sentiments are going to affect the price of Bitcoin.

歷史數據表明，標準普爾500指數傾向於在比特幣前41天左右襲擊新的ATH。因此，全球總體市場情緒將影響比特幣的價格。

The Bottom Line

底線

Bitcoin's momentum is undeniable. Whether it's Hayes's regulatory predictions, ETF inflows, or housing market integration, the pieces seem to be falling into place. Will Bitcoin reach new all-time highs? Only time will tell, but it sure feels like the party's just getting started. So buckle up, crypto enthusiasts, it could be a wild ride!

比特幣的勢頭是不可否認的。無論是海斯的監管預測，ETF流入還是住房市場的整合，這些作品似乎都已浮出水。比特幣會達到新的高點嗎？只有時間會說明，但肯​​定會感覺就像派對剛剛開始。因此，加密愛好者搭扣，這可能是一次瘋狂的旅程！