BitMEX 联合创始人 Arthur Hayes 发布长文，借讽刺小说形式指出，美联储主席鲍威尔正陷入财政主导的“被迫服从”格局，其转向宽松货币政策已不可避免。他强调，美联储将被迫重启量化宽松（QE），为美国庞大的财政赤字买单，美元流动性回升将推动比特币走强。 Hayes 分析称，尽管市场仍在争论关税的利弊，但真正值得加密市场庆祝的应是 QE 即将回归。他预计这一进程将在今年夏天开始，并指出，美联储放慢 QT 节奏就是释放信号。 他总结道，财政主导意味着美联储将放弃独立性，优先确保政府能够以可负担利率融资，这是导致通胀居高不下的核心原因。面对新一轮资金释放，比特币将因其“数字黄金”属性长期受益。
Arthur Hayes：美联储已进入“财政主导”时代，美元流动性回升将推动比特币走强
加密之眼
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