Odaily星球日报讯 BitMEX 联合创始人 Arthur Hayes 在最新博客中重申对比特币的长期看涨立场。他表示，比特币的定价核心在于“技术+法币流动性”，当前技术层面无重大变化，市场主要围绕未来法币供应预期进行交易。 Hayes 认为，如果美联储真的从量化紧缩（QT）转向量化宽松（QE），那么比特币已在此前的 76,500 美元附近见底。他称，尽管美国股市可能因关税、企业盈利预期下修或海外需求疲软而下跌，但比特币仍有望持续上涨，年底挑战 25 万美元。 他补充道，旗下基金 Maelstrom 正在稳健加仓 BTC 和部分山寨币，不使用杠杆，操作量也相对保守，将根据行情判断调整资本部署节奏。相比于先到 76,500 美元还是 11 万美元，他更愿意押注后者。
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