Foresight News 消息，据 The Daily Hodl 报道， Arthur Hayes 在 Bankless YouTube 频道的访谈中透露，其家族办公室 Maelstrom 的加密资产组合主要由两大市值龙头主导，基金配置约 60% 比特币、20% 以太坊，其余是大量山寨币、代币投资条款书之类的东西。非加密资产部分只有实物黄金、金矿股和国债，仅此而已。“Arthur Hayes 表示，其认为比特币从现在到夏季末会先冲击 15-20 万美元区间，经历深度回调后，2026 年底前有望触及 25 万美元。以太坊若能年底站上 5000 美元就算达标，这将重振市场信心，最终牛市周期或能达 1-2 万美元。但 ETH 要达到 5000 美元还需艰难爬坡。此外，山寨币季必然会到来，但暴涨的可能不会是估值虚高、FDV 巨大但流通量稀少、没有真实用户的垃圾代币。市场总会涌现新叙事，DEX 上会出现新的炒作标的。
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