Odaily星球日报讯 BitMEX 联合创始人 Arthur Hayes 发文表示，其投资组合的层次结构从比特币开始，然后是其他加密货币和与加密货币相关的公司股权，然后是存放在金库中的黄金，最后是 stonks（注：2021 年科技热词，以感叹这些股票的疯狂走势），还会在货币市场基金中保留少量法定货币来支付美国运通账单。 此外，其还称，美国花费了 4 万亿美元才将债务与名义 GDP 之比从 132%降至 115%。假设美国进一步将其降至 70%，即 2008 年 9 月的水平，仅使用线性外推法就相当于必须创造 10.5 万亿美元的信贷才能实现这一去杠杆化，这就是比特币达到 100 万美元的原因。

Odaily星球日报讯 BitMEX 联合创始人 Arthur Hayes 发文表示，其投资组合的层次结构从比特币开始，然后是其他加密货币和与加密货币相关的公司股权，然后是存放在金库中的黄金，最后是 stonks（注：2021 年科技热词，以感叹这些股票的疯狂走势），还会在货币市场基金中保留少量法定货币来支付美国运通账单。此外，其还称，美国花费了 4 万亿美元才将债务与名义 GDP 之比从 132%降至 115%。假设美国进一步将其降至 70%，即 2008 年 9 月的水平，仅使用线性外推法就相当于必须创造 10.5 万亿美元的信贷才能实现这一去杠杆化，这就是比特币达到 100 万美元的原因。

Arthur Hayes披露投资组合构成，包括比特币等加密货币以及加密公司股权、黄金等

Odaily Planet Daily Report: BitMEX co-founder Arthur Hayes wrote that the hierarchical structure of his investment portfolio starts with <Bitcoin>, then other <cryptocurrencies> and <equity in cryptocurrency-related companies>, followed by <gold> stored in a vault, and finally <stonks> (note: a 2021 tech buzzword, expressing amazement at the crazy trends of these stocks), and he will also keep a small amount of <fiat currency> in a money market fund to pay his American Express bill. In addition, he also said that the United States spent $4 trillion to bring the debt-to-nominal GDP ratio down from 132% to 115%. Assuming the United States further reduces it to 70%, the level in September 2008, using just linear extrapolation, it would require the creation of $10.5 trillion in credit to achieve this deleveraging, which is why <Bitcoin> could reach $1 million.

Odaily Planet Daily Report: BitMEX co-founder Arthur Hayes wrote that the hierarchy of his investment portfolio starts with <bitcoin>, then other <cryptocurrencies> and <equity in cryptocurrency-related companies>, then <gold> stored in a vault, and finally <stonks> (note: a 2021 tech buzzword, expressing amazement at the crazy trends of these stocks), and he will also keep a small amount of <fiat currency> in a money market fund to pay his American Express bill. In addition, he also said that the United States spent $4 trillion to bring the debt-to-nominal GDP ratio down from 132% to 115%. Assuming the United States further reduces it to 70%, the level in September 2008, using just linear extrapolation, it would require the creation of $10.5 trillion in credit to achieve this deleveraging, and this is why <bitcoin> can reach $1 million.

Arthur Hayes discloses the composition of his investment portfolio, including cryptocurrencies such as Bitcoin, crypto company shares, gold, etc.

Odaily Planet Daily Report: Auros Hong Kong Managing Director Le Shi said: "The dust of Trump's victory has not yet settled, and given Trump's support for cryptocurrencies, a certain degree of rise is just a matter of time, which is what we are seeing now." Driven by strong demand for the US Bitcoin spot ETF and the Federal Reserve's interest rate cuts, Bitcoin has risen about 90% so far in 2024, setting a new record after the US election, outperforming the returns of investments such as stocks and gold. Digital asset companies and executives invested heavily during the US election to support the candidate Trump, who was seen as beneficial to their interests, as Noelle Acheson, the author of "Crypto Is Macro Now," wrote: "Trump has promised to support regulation, and the full support of the House and Senate greatly increases the likelihood of cryptocurrency bills being passed."

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