亚瑟·海斯（Arthur Hayes），ALT季节和漩涡基金会：解码加密潮汐

亚瑟·海斯（Arthur Hayes）再次看好！探索他的Ethena投资，ALT季节的预测以及驱动他加密货币前景的宏观经济因素。

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

亚瑟·海斯（Arthur Hayes），ALT季节和漩涡基金会：解码加密潮汐

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.

加密球体随着活动而嗡嗡作响！ BITMEX的联合创始人Arthur Hayes再次引起波浪。他最近的动作和声明暗示了市场发生重大变化，可能会在新的ALT季节中引入。让我们深入了解这种乐观的助长。

Hayes' $1.5 Million Ethena Bet

海耶斯的150万美元Ethena赌注

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.

海耶斯最近进行了大量投资，收购了价值1505万美元的Ethena（ENA）代币。这不仅仅是一个随意的购买；这是ENA价格下跌期间的战略举动。它标志着对Ethena项目的信心及其对未来增长的潜力。对于海耶斯来说，这是他对山寨币潜力的信念的明显信号。

The Alt Season is Nigh?

Alt季节是几个？

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，海斯对美国国库总帐户（TGA）可能会从市场上流动流动性感到担忧。但是风发生了变化！比特币的新历史高潮的增长改变了他的曲调，因为比特币以122B美元的交易量触及了其新历史最高点118,869。海耶斯现在认为，以太坊（ETH）将在下一个大型加密集会上领导指控，并将其余的Altcoin市场拖延。

Macroeconomic Tailwinds

宏观经济的尾风

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.

这不仅与技术有关；宏观经济学正在发挥作用。海耶斯认为，如果再次当选，市场预计，前总统特朗普将对关税放松。他称这个“炸玉米饼”（特朗普总是鸡出去）。降低的关税可能会削弱美元，将投资者推向诸如比特币和其他加密货币之类的价值商店。

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.

以太坊的基本面越来越强。 Pectra更新将ETH提高了几乎50％，显示出对未来的信心越来越大。海耶斯甚至认为ETH正在从单纯的技术网络发展为国库资产。诸如GamesQuare和Sharplink游戏之类的主要玩家也在提高他们在ETH中的地位。

Evidence of an Altcoin Rally

Altcoin集会的证据

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集会可能已经在进行。我们已经看到了XRP，ETH甚至是Memecoin，例如Pepe的价值激增。这些运动表明金钱正在流入山寨币市场。

Maelstrom Fund: What's the Deal?

漩涡基金会：有什么交易？

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.

尽管所提供的文本并没有深入研究漩涡基金，但要考虑其作用至关重要。鉴于海斯的参与，漩涡基金可能在战略上可以利用预期的ALT季节。有关该基金的特定投资和策略的详细信息将为海耶斯的整体市场前景提供进一步的见解。此信息不可用，但是值得关注的关键区域。

Conclusion: Buckle Up!

结论：扣紧！

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!

亚瑟·海斯（Arthur Hayes）的新兴乐观情绪，加上改善的基本原理和有利的宏观经济条件，这表明怪物Alt季节可能即将到来。密切关注以太坊，关注漩涡基金会的发展，并为加密市场的一些潜在狂野游乐设施做准备。这将是一个有趣的几个月，所以请抓住您的爆米花（或您最喜欢的山寨币）并享受节目！