{"id":6731,"date":"2026-04-23T03:19:16","date_gmt":"2026-04-22T19:19:16","guid":{"rendered":"https:\/\/www.dm-yq.com\/?p=6731"},"modified":"2026-04-23T03:19:16","modified_gmt":"2026-04-22T19:19:16","slug":"%e3%80%8c%e5%85%a8%e9%9d%a2%e5%81%9a%e5%a4%9a%e3%80%8d%e6%97%b6%e6%9c%ba%e5%88%b0%ef%bc%81athur-hayes-%e9%9c%87%e6%92%bc%e9%a2%84%e6%b5%8b%ef%bc%9a%e6%af%94%e7%89%b9%e5%b8%81-2028-%e5%b9%b4%e4%b8%8a","status":"publish","type":"post","link":"https:\/\/www.dm-yq.com\/?p=6731","title":{"rendered":"\u300c\u5168\u9762\u505a\u591a\u300d\u65f6\u673a\u5230\uff01Athur Hayes \u9707\u64bc\u9884\u6d4b\uff1a\u6bd4\u7279\u5e01 2028 \u5e74\u4e0a\u770b 100 \u4e07\u7f8e\u5143"},"content":{"rendered":"<p> Arthur Hayes \u5728\u4e3b\u9898\u6f14\u8bb2\u4e2d\u626c\u8a00\uff0c\u65e0\u8bba\u662f\u52a0\u5bc6\u8d27\u5e01\u8fd8\u662f\u80a1\u5e02\uff0c\u300c\u773c\u4e0b\u5c31\u662f\u8be5\u5168\u9762\u505a\u591a\uff08Go long everything\uff09\u7684\u65f6\u523b\u300d\u3002<br \/>\n<BR \/> <\/p>\n<p>BitMEX \u521b\u529e\u4eba\u3001 Maelstrom \u6295\u8d44\u957f Arthur Hayes \uff0c\u8fd1\u65e5\u5728\u675c\u62dc\u7684\u52a0\u5bc6\u8d27\u5e01\u4ea7\u4e1a\u76db\u4f1a\u300cToken2049\u300d\u9ad8\u8c03\u53d1\u58f0\uff0c\u518d\u6b21\u91cd\u7533\u4ed6\u957f\u671f\u4ee5\u6765\u7684\u770b\u591a\u89c2\u70b9\uff1a\u6bd4\u7279\u5e01\u5c06\u5728 2028 \u5e74\u6500\u5347\u81f3 100 \u4e07\u7f8e\u5143\u3002<\/p>\n<p>Arthur Hayes \u5728\u4e3b\u9898\u6f14\u8bb2\u4e2d\u626c\u8a00\uff0c\u65e0\u8bba\u662f\u52a0\u5bc6\u8d27\u5e01\u8fd8\u662f\u80a1\u5e02\uff0c\u300c\u773c\u4e0b\u5c31\u662f\u8be5\u5168\u9762\u505a\u591a\uff08Go long everything\uff09\u7684\u65f6\u523b\u300d\u3002<\/p>\n<p>Arthur Hayes \u7684\u4e50\u89c2\u8bba\u8ff0\uff0c\u5e76\u975e\u4e00\u65f6\u60c5\u7eea\u4f7f\u7136\uff0c\u800c\u662f\u5efa\u7acb\u5728\u5bf9\u7f8e\u56fd\u8d27\u5e01\u653f\u7b56\u7ed3\u6784\u6027\u8f6c\u5411\u7684\u6df1\u5ea6\u9884\u671f\u4e0a\u3002\u4ed6\u8ba4\u4e3a\uff0c\u7f8e\u56fd\u8054\u51c6\u4f1a\uff08Fed\uff09\u7ec8\u5c06\u518d\u6b21\u8d70\u4e0a\u7c7b\u4f3c\u4e8e \u300c\u91cf\u5316\u5bbd\u677e\uff08QE\uff09\u300d\u7684\u8def\u5f84\u3001\u91cd\u542f\u5370\u949e\u673a\uff0c\u800c\u8fd9\u52bf\u5fc5\u4f1a\u6210\u4e3a\u63a8\u5347\u52a0\u5bc6\u8d27\u5e01\u4ef7\u683c\u7684\u71c3\u6599\u3002<\/p>\n<p>\u4e3a\u5f3a\u5316\u8bba\u8ff0\u903b\u8f91\uff0cArthur Hayes \u7279\u522b\u5c06\u5f53\u524d\u5e02\u573a\u6c1b\u56f4\u4e0e 2022 \u5e74\u7b2c\u4e09\u5b63\u8fdb\u884c\u5bf9\u6bd4\u3002\u4ed6\u6307\u51fa\uff0c\u5f53\u65f6\u5e02\u573a\u6b63\u9762\u4e34 Fed \u6fc0\u8fdb\u5347\u606f\u7684\u538b\u529b\uff0c\u52a0\u5bc6\u8d27\u5e01\u5e02\u573a\u5219\u6b65\u5165\u9ed1\u6697\u524d\u5915\u2014\u2014 FTX \u5c1a\u672a\u7206\u96f7\uff0c\u5374\u65e9\u5df2\u98ce\u58f0\u9e64\u5533\u3002<\/p>\n<p>\u7136\u800c\u5c31\u5728\u6295\u8d44\u4eba\u9677\u5165\u6050\u614c\u3001\u5e02\u573a\u4fe1\u5fc3\u4f4e\u8ff7\u4e4b\u9645\uff0c\u7f8e\u56fd\u653f\u5e9c\u51fa\u624b\u5e72\u9884\uff0c\u5e76\u900f\u8fc7\u56de\u8d2d\u64cd\u4f5c\uff08Repo\uff09\u91ca\u51fa\u7ea6 2.5 \u5146\u7f8e\u5143\u7684\u6d41\u52a8\u6027\uff0c\u6210\u529f\u7a33\u5b9a\u5e02\u573a\u60c5\u7eea\u3002<\/p>\n<p>\u540c\u6837\u7684\uff0c\u5e02\u573a\u5982\u4eca\u518d\u5ea6\u9762\u4e34\u4e0d\u786e\u5b9a\u6027\uff0c\u5305\u62ec\u7f8e\u56fd\u603b\u7edf\u5ddd\u666e\u5927\u529b\u63a8\u52a8\u5173\u7a0e\u653f\u7b56\uff0c\u5bf9\u5916\u8d38\u6613\u4f19\u4f34\u91c7\u53d6\u5f3a\u786c\u6001\u5ea6\uff0c\u5bfc\u81f4\u6295\u8d44\u4eba\u5bf9\u7ecf\u6d4e\u72b6\u51b5\u611f\u5230\u62c5\u5fe7\uff0c\u751a\u81f3\u4e00\u5ea6\u5f15\u53d1\u5e02\u573a\u77ed\u6682\u66b4\u8dcc\u3002<\/p>\n<p>Arthur Hayes \u8fdb\u4e00\u6b65\u5206\u6790\uff0cFed \u4e3b\u5e2d\u9c8d\u5c14\uff08Jerome Powell\uff09\u4e0e\u5ddd\u666e\u5173\u7cfb\u7d27\u5f20\uff0c\u4e24\u4eba\u7acb\u573a\u5206\u6b67\u660e\u663e\uff0c\u56e0\u6b64\u5373\u4f7f\u5e02\u573a\u518d\u9677\u56f0\u5883\uff0cFed \u4e5f\u4e0d\u592a\u53ef\u80fd\u4e3b\u52a8\u51fa\u624b\u6551\u5e02\u3002<\/p>\n<p>\u4e0d\u8fc7 Arthur Hayes \u8ba4\u4e3a\uff0c\u8d44\u672c\u5e02\u573a\u7684\u81ea\u6211\u4fee\u590d\u673a\u5236\u4f9d\u7136\u5b58\u5728\u3002\u4ed6\u6307\u51fa\uff0c\u300c\u76f8\u5bf9\u4ef7\u503c\u578b\u907f\u9669\u57fa\u91d1\uff08Relative Value Hedge Funds\uff09\u300d\u5c06\u4f1a\u626e\u6f14\u63a5\u68d2\u89d2\u8272\uff0c\u900f\u8fc7\u5927\u4e3e\u4e70\u5165\u7f8e\u56fd\u516c\u503a\uff0c\u4e3a\u5e02\u573a\u6ce8\u5165\u5927\u91cf\u8d44\u91d1\u3001\u63d0\u5347\u6d41\u52a8\u6027\u3002<\/p>\n<p>\u57fa\u4e8e\u4e0a\u8ff0\u8109\u7edc\uff0cArthur Hayes \u91cd\u7533\u4ed6\u5bf9\u6bd4\u7279\u5e01\u957f\u7ebf\u8d70\u52bf\u7684\u9ad8\u5ea6\u4fe1\u5fc3\uff0c\u9884\u6d4b\u6bd4\u7279\u5e01\u5c06\u5728 2028 \u5e74\u51b2\u4e0a 100 \u4e07\u7f8e\u5143\u7684\u5386\u53f2\u5929\u4ef7\u3002<\/p>\n<p>Arthur Hayes \u7684\u8a00\u8bba\u867d\u7136\u6fc0\u8fdb\uff0c\u4f46\u4ed6\u5bf9\u8d27\u5e01\u4f53\u7cfb\u3001\u5e02\u573a\u673a\u5236\u7684\u89e3\u6790\uff0c\u5374\u8ba9\u4e0d\u5c11\u6295\u8d44\u4eba\u613f\u610f\u6301\u7eed\u5173\u6ce8\u3002\u5f53\u6211\u4eec\u628a\u76ee\u5149\u653e\u56de\u5230 2022 \u5e74\uff0c\u8bb8\u591a\u4eba\u540c\u6837\u4e0d\u76f8\u4fe1 FTX \u5e1d\u56fd\u4f1a\u4e00\u5915\u6b92\u843d\uff0c\u4e5f\u96be\u4ee5\u60f3\u50cf\u7f8e\u56fd\u653f\u5e9c\u4f1a\u5982\u6b64\u5927\u89c4\u6a21\u91ca\u653e\u6d41\u52a8\u6027\u3002<\/p>\n<p>\u5982\u4eca\uff0c\u5e02\u573a\u518d\u6b21\u7ad9\u5728\u653f\u7b56\u8f6c\u5411\u4e0e\u7ed3\u6784\u8c03\u6574\u7684\u4ea4\u4f1a\u53e3\uff0cArthur Hayes \u7684\u300c\u5927\u80c6\u9884\u8a00\u300d\uff0c\u6216\u8bb8\u503c\u5f97\u6211\u4eec\u4ee5\u66f4\u591a\u89c6\u89d2\u5ba1\u89c6\uff1a\u8fd9\u4e0d\u53ea\u662f\u6bd4\u7279\u5e01\u4ef7\u683c\u9884\u6d4b\uff0c\u66f4\u662f\u5bf9\u5f53\u4ee3\u91d1\u878d\u8fd0\u4f5c\u903b\u8f91\u7684\u4e00\u6b21\u6311\u6218\u4e0e\u518d\u8be0\u91ca\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Arthur Hayes \u5728\u4e3b\u9898\u6f14\u8bb2\u4e2d\u626c\u8a00\uff0c\u65e0\u8bba\u662f\u52a0\u5bc6\u8d27\u5e01\u8fd8\u662f\u80a1\u5e02\uff0c\u300c\u773c\u4e0b\u5c31\u662f\u8be5\u5168\u9762\u505a\u591a\uff08Go long ev&#8230;<\/p>\n","protected":false},"author":3,"featured_media":5985,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-6731","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/posts\/6731","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6731"}],"version-history":[{"count":1,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/posts\/6731\/revisions"}],"predecessor-version":[{"id":9304,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/posts\/6731\/revisions\/9304"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/media\/5985"}],"wp:attachment":[{"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6731"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6731"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6731"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}