Bitmex聯合創始人亞瑟·海斯（Arthur Hayes）倒在美國比特幣儲備的希望上

亞瑟·海斯（Arthur Hayes）以大膽的態度而聞名，他認為美國政府可能不會為戰略儲備購買比特幣，這不是因為缺乏價值，而是因為政治和感知。

This article is based on a conversation with Arthur Hayes, co-founder of BitMEX, on X (formerly Twitter).

本文基於與X（以前為Twitter）上的Bitmex聯合創始人Arthur Hayes的對話。

The U.S. is unlikely to create a Bitcoin reserve despite Donald Trump’s promises, and any hopes of a Trump-fueled crypto bull market may be dashed by midterms, predicts BitMEX co-founder Arthur Hayes.

Bitmex聯合創始人亞瑟·海斯（Arthur Hayes）預測，儘管唐納德·特朗普（Donald Trump）的諾言，但美國不太可能創造比特幣儲備金，任何希望受到特朗普加密牛市市場的希望都可能破壞。

In a recent post on X, Hayes responded to a user who asked about the chances of the U.S. government buying Bitcoin to add to its strategic reserve. The co-founder of the cryptocurrency exchange BitMEX said the odds were slim.

在最近的X上帖子中，海斯對一位詢問美國政府購買比特幣以增加其戰略儲備的機會的用戶做出了回應。加密貨幣交易所Bitmex的聯合創始人說，賠率很小。

He explained that the U.S. can’t justify printing money to buy Bitcoin while already planning to monetize some of its assets to reduce the national debt.

他解釋說，美國不能證明印刷資金購買比特幣，同時計劃將其一些資產獲利以減少國債。

"Even if we assume that elected officials in the U.S. can be persuaded to approve such a move, consider the public image of the "Bitcoin bros" partying at clubs vs. the image of politicians needing to justify their actions to constituents."

“即使我們假設美國的當選官員可以說服批准這樣的舉動，也要考慮在俱樂部舉行的“比特幣兄弟”派對的公眾形象，而政治家的形象需要證明他們的行動是合理的。”

Moreover, Hayes noted that the U.S. has already collected around 200,000 BTC from criminal cases, which is an amount that could grow organically. However, he doesn’t believe that the holding will grow intentionally.

此外，海斯指出，美國已經從刑事案件中收集了約200,000 BTC，這是可以有機增長的數額。但是，他不認為持股會有意增長。

"I think the chances of the U.S. government buying Bitcoin to add to its strategic reserve are slim to none. It's not a question of whether Bitcoin has value or not, but rather a matter of political will and public perception," Hayes wrote.

海斯寫道：“我認為，美國政府購買比特幣以增加其戰略儲備的機會很小。這不是比特幣是否有價值的問題，而是政治意願和公眾看法的問題。”

Trump, who recently signed an executive order to create a strategic digital asset reserve and a president’s working group on crypto, might struggle to deliver on his promises.

特朗普最近簽署了一項行政命令，以創建戰略性數字資產儲備和一個關於加密貨幣的總統工作組，他可能很難兌現他的諾言。

With only 12 months before midterms, there isn’t time to enact real change.

在中期僅12個月之前，沒有時間進行真正的變化。

"People are impatient because they're desperate. Disappointment will bring forth the sword of correction on Bitcoin and other "Trump trades', slashing deeply and swiftly."

“人們急躁，因為他們絕望。失望會帶來對比特幣和其他“特朗普進行交易”的更正之劍，深深地迅速地削減了。”

However, Hayes remains bullish on Bitcoin in the long run. He expects the U.S. dollar to be devalued significantly as part of Trump’s broader economic plan, possibly using gold as a reference point for the dollar’s new value. This devaluation would make Bitcoin more attractive to people around the world.

但是，從長遠來看，海斯仍然對比特幣看漲。他預計，作為特朗普更廣泛的經濟計劃的一部分，這筆美元可能會大幅度貶值，這可能以黃金作為美元的新價值的參考點。這種貶值將使比特幣對世界各地的人們更具吸引力。

Hayes also believes that a major crypto boost could come from China if Hong Kong ETFs open up to mainland investors, and even suggests that E.U. governments may secretly buy crypto as inflation bites.

海耶斯還認為，如果香港ETF向大陸投資者開放，則可能來自中國的重大加密助劑，甚至暗示歐盟政府可能會秘密地購買加密貨幣作為通貨膨脹。

While he predicts that Bitcoin could hit $1 million by 2028, Hayes stressed that the path will be tough to attain. In the meantime, his playbook for a Bitcoin-led altcoin cycle remains the same, despite other analysts doubting that it’ll repeat like 2021.

儘管他預測比特幣會在2028年到100萬美元，但海斯強調，這條路將很難達到。同時，儘管其他分析師懷疑它會像2021年一樣重複，但他的以比特幣為主導的Altcoin週期的劇本仍然相同。

The post BitMEX Co-Founder Slams Hopes Of U.S. Bitcoin Reserve, Predicts Trump-Tied Sell-Off appeared first on Benzinga.

Post Bitmex聯合創始人大滿貫希望對美國比特幣儲備的希望，預測特朗普犯罪的拋售首先出現在Benzinga上。