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[虚拟币交流]
Arthur Hayes:比特币或已打破与纳斯达克的关联枷锁(转)
[复制链接]
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4 月 5 日,Arthur Hayes 在社交媒体上推特上发文表示,其认为比特币持有者们是时候学会拥抱关税政策了,或许比特币终于打破了与纳斯达克的联动枷锁,正式进阶成为法币流动性的终极“烟雾警报器”。 8 v, ^' m+ {$ _& G
. [# b: \$ k$ {0 i$ j+ E
8 G6 a. E' ?( W4 h此前,Arthur Hayes 在社交媒体上发文表示:有些投资者担惊受怕,但我爱死关税了。全球失衡终将矫正,印钞机开动就能抹平阵痛,这对 BTC 来说是大利好。关税导致美元走弱,同步外资抛售美股科技股回流本土,中期来看 BTC 和黄金将受益。2 年期美债收益率在关税宣布后暴跌,市场明示降息和 QE 重启在即。此外,日本也许需要央行释放日元流动性,或者干脆加大 QE 让日元贬值对冲关税,这都是利好的点。
7 U2 }/ ]% g0 v- ^" O9 ~5 j/ V9 g注:昨日美股收盘时,道指初步收跌 2231 点、标普 500 指数跌 5.97%、纳指跌 5.82%。道指收盘较纪录收盘高点回落 10% 以上,进入回调区间。纳指收盘较纪录收盘高点回落逾 20%,进入熊市。而比特币昨日波动范围仅为 3%,最终日线收涨1%。 1 o2 i2 ~. e# d, H( B
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