【Arthur Hayes：影响比特币未来的关键机构是美国财政部而非美联储】金色财经报道，BitMEX 联合创始人 Arthur Hayes 表示，美国财政部而非美联储才是影响全球流动性和比特币未来的关键机构。 Hayes 指出，美国财政部长通过回购和拍卖策略管理不断膨胀的债务负担，正在重塑全球流动性。市场关注的核心是系统中的美元流动性是否持续增加。此外，地缘政治因素也将推动比特币价格上涨。他预测，美国与中国即将达成的贸易协议将更多是象征性意义，而非实质性改变。 他披露其投资组合中约 60%-65% 为比特币，20% 为以太坊（ETH），其余为“有实际功能的代币”。
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