Bitmex联合创始人亚瑟·海斯（Arthur Hayes）倒在美国比特币储备的希望上

亚瑟·海斯（Arthur Hayes）以大胆的态度而闻名，他认为美国政府可能不会为战略储备购买比特币，这不是因为缺乏价值，而是因为政治和感知。

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

本文基于与X（以前为Twitter）上的Bitmex联合创始人Arthur Hayes的对话。

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联合创始人亚瑟·海斯（Arthur Hayes）预测，尽管唐纳德·特朗普（Donald Trump）的诺言，但美国不太可能创造比特币储备金，任何希望受到特朗普加密牛市市场的希望都可能破坏。

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，海斯对一位询问美国政府购买比特币以增加其战略储备的机会的用户做出了回应。加密货币交易所Bitmex的联合创始人说，赔率很小。

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.

他解释说，美国不能证明印刷资金购买比特币，同时计划将其一些资产获利以减少国债。

"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."

“即使我们假设美国的当选官员可以说服批准这样的举动，也要考虑在俱乐部举行的“比特币兄弟”派对的公众形象，而政治家的形象需要证明他们的行动是合理的。”

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，美国已经从刑事案件中收集了约200,000 BTC，这是可以有机增长的数额。但是，他不认为持股会有意增长。

"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.

海斯写道：“我认为，美国政府购买比特币以增加其战略储备的机会很小。这不是比特币是否有价值的问题，而是政治意愿和公众看法的问题。”

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.

特朗普最近签署了一项行政命令，以创建战略性数字资产储备和一个关于加密货币的总统工作组，他可能很难兑现他的诺言。

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

在中期仅12个月之前，没有时间进行真正的变化。

"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."

“人们急躁，因为他们绝望。失望会带来对比特币和其他“特朗普进行交易”的更正之剑，深深地迅速地削减了。”

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，从长远来看，海斯仍然对比特币看涨。他预计，作为特朗普更广泛的经济计划的一部分，这笔美元可能会大幅度贬值，这可能以黄金作为美元的新价值的参考点。这种贬值将使比特币对世界各地的人们更具吸引力。

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.

海耶斯还认为，如果香港ETF向大陆投资者开放，则可能来自中国的重大加密助剂，甚至暗示欧盟政府可能会秘密地购买加密货币作为通货膨胀。

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.

尽管他预测比特币会在2028年到100万美元，但海斯强调，这条路将很难达到。同时，尽管其他分析师怀疑它会像2021年一样重复，但他的以比特币为主导的Altcoin周期的剧本仍然相同。

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

Post Bitmex联合创始人大满贯希望对美国比特币储备的希望，预测特朗普犯罪的抛售首先出现在Benzinga上。