Arthur Hayes：Maelstrom已满仓风险资产，比特币、以太坊等为核心押注标的

Arthur Hayes：Maelstrom已满仓风险资产，比特币、以太坊等为核心押注标的

2026-08-25 11:29

ChainThink 消息，8 月 25 日，据 Arthur Hayes 发文，Maelstrom 基金已处于「最大风险敞口」状态，核心押注标的包括 Bitcoin、Ether、Ethena 和 Ether.fi。

Hayes 认为，无论美国财政部长贝森特以快或慢的速度增加美元流动性，比特币都将继续上涨，但市场波动会加剧，因此除非是全职交易者，否则不应使用杠杆。

他同时表示，贝森特近期扩大长期美债回购规模的行动可能进一步增加美元流动性，并推动比特币及其他风险资产上涨。

Hayes 预计，若美债收益率再次逼近 5%，美国财政部可能进一步扩大回购规模或采取其他方式增加美元流动性。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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