BitMEX创始人:精英阶层如何通过ETF控制BTC?

币圈资讯 阅读:40 2024-04-22 10:40:53 评论:0
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Crypto资产交易所BitMEX的创始人Arthur Hayes在其最新发表的题为《ETF Wif Hat》的文章中,深入探讨了传统金融与新兴的Crypto资产领域(尤其是BTC)之间错综复杂的关系。

Hayes将当前全球精英的金融战略与历史实践进行了对比,提出了一种维护现有金融结构的可持续模式

Hayes首先将精英阶层为维护全球金融现状所做的努力与生命最后时刻在医疗保健方面产生的高昂成本做了比较。

他认为,自2008年由美国次贷引发的全球经济危机以来,被他称为“美国大同”的现有金融秩序一直岌岌可危。

Hayes断言:“掌管美现有金融秩序的精英及其附庸愿意不惜一切代价维护当前的世界秩序,因为他们从这种秩序的存在中获益最多。”

因此,包括美国联邦储备委员会(Fed)、欧洲中央银行(ECB)、中国人民银行(PBOC)和日本银行(BOJ)在内的世界各国央行都采取了大规模印钞的措施,以缓解这场危机的各种问题。

Hayes指出,这一战略导致全球债务占国内生产总值的比例达到前所未有的水平,利率也处于历史低位,近20万亿美元的企业债券和政府债券在最高点时收益为负。

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Hayes认为,这种情况并没有使世界上大多数人受益,因为他们没有足够的金融资产来从这种货币政策中获益。

在此背景下,Hayes介绍了由化名“中本聪”创造的BTC,认为它是一种突破性的发展,为传统金融体系提供了一种替代方案

他将中本聪创造BTC描述为“淤泥中的荷花”的时刻,标志着金融独立和全球可扩展性的新时代的到来。

不过,Hayes指出,BTC最初还不成熟,无法在2008年危机后成为可靠的替代品。

直到2022年的金融风暴,包括几家主要银行和Crypto资产公司的倒闭,BTC和其他Crypto资产才显示出它们的韧性。与传统金融机构不同,这些数字资产没有得到救助,但仍在继续运营,BTC区块每10分钟就会产生一次

Hayes表示,到2023年,传统金融体系显然无法承受进一步的货币紧缩。这导致了一个奇怪的转变,即BTC价格开始随着美国长期国债收益率的上升而上涨,这表明投资者对传统政府债券的怀疑态度不断增强,并转向BTC和主要科技股等资产。

他还认为,应对这种转变并将资本留在传统体系内,精英们现在正通过创建ETF将BTC金融化

Hayes将此与黄金市场相提并论,2004年SEC(美国证券交易委员会)推出了SPDR GLD等ETF,让黄金交易变得更加容易,而无需实物持有。

为了避免这种清算,精英们必须通过创建高流动性的ETF来将BTC金融化。这与他们在黄金市场上玩的把戏如出一辙。

get?code=ODdlMDQ3NjczZDkzZjc0M2E5MWZiYWYzNTc2MTFjOWMsMTcwNTQ1NTQzMDgyNg==

因此,BTC ETF将使传统金融公司能够管理BTC投资,将资本保留在系统内。Hayes强调了大型资产管理公司贝莱德在2023年6月申请BTC ETF的意义。

值得注意的是,SEC在多年来拒绝类似申请之后(包括2013年Winklevoss兄弟的申请),似乎对贝莱德的申请持接受态度,在六个月内就批准了它。

这表明精英们在关键时刻采取了将BTC融入传统金融体系的战略举措

不过,Hayes警告说,现货ETF与直接拥有BTC有着本质区别。现货BTC ETF是一种交易产品,可以用法币购买它来赚取更多的法币,但它不是BTC,也不是实现财务自由的途径,因为它不在传统金融系统之外。

展望未来,Hayes讨论了现货ETF的市场影响,重点关注贝莱德ETF,因为贝莱德具有全球影响力和分销能力。

Hayes预测,随着通货膨胀的持续,Crypto ETF综合体将继续聚集资产,其驱动力是二战后全球经济和军事安排的不断松绑以及战争的通货膨胀性质

最后,Hayes反思了传统金融将BTC金融化的可能性,认为这在初期会推高BTC的法定价格:

“牛市才刚刚开始,就价格走势而言,2024年将是动荡的一年。但我仍然预计,到年底时,BTC和整个Crypto资产综合体的市值将达到或超过历史最高水平。”


In his latest article entitled, the founder of the asset exchange deeply discussed the complicated relationship between traditional finance and emerging asset fields, especially compared the financial strategy of the current global elite with historical practice, and put forward a sustainable model for maintaining the existing financial structure. First, he compared the efforts made by the elite to maintain the global financial situation with the high cost of medical care at the last moment of their lives. He believed that it was triggered by the subprime mortgage in the United States since. Since the global economic crisis, the existing financial order, which he called Datong in the United States, has been in jeopardy. He asserted that the elites in charge of the existing financial order in the United States and their vassals are willing to maintain the current world order at all costs because they benefit the most from the existence of this order. Therefore, central banks all over the world, including the Federal Reserve, the European Central Bank, the People's Bank of China and the Bank of Japan, have taken large-scale printing measures to alleviate various problems in this crisis, pointing out this strategic guide. As a result, the proportion of global debt to GDP has reached an unprecedented level, and the interest rate is also at a historical low. The corporate bonds and government bonds with nearly one trillion dollars have negative returns at the highest point. It is believed that this situation has not benefited most people in the world because they do not have enough financial assets to benefit from this monetary policy. In this context, it is introduced that it was created by the pseudonym Satoshi Nakamoto, and it is a breakthrough development and provides an alternative for the traditional financial system. The moment when it is described as a lotus in the mud marks the arrival of a new era of financial independence and global scalability. However, it is pointed out that it was not mature at first and could not be a reliable substitute after the crisis in 2000. It was not until the financial turmoil in 2000, including the closure of several major banks and asset companies and other assets, that their resilience was different from that of traditional financial institutions. These digital assets were not rescued but continued to operate, and the blocks would be produced once every minute, indicating that the traditional financial system was obviously unable to bear it by 2000. Due to the further monetary tightening, this has led to a strange change, that is, the price has started to rise with the rise of the yield of long-term US government bonds, which shows that investors are increasingly skeptical about traditional government bonds and turn to assets such as major technology stocks. He also believes that to cope with this change and keep capital in the traditional system, elites are now comparing this with the gold market by creating financialization. In 2000, the US Securities and Exchange Commission introduced and so on to make gold trading easier without reality. In order to avoid this kind of liquidation, the elite must financialize by creating high liquidity, which is exactly the same as the trick they play in the gold market, so it will enable traditional financial companies to manage investment and keep capital in the system. It emphasizes the significance of BlackRock's application in June, a large asset management company. It is worth noting that after rejecting similar applications for many years, including the application of Nian Brothers, it seems that BlackRock's application was accepted and approved within six months, which shows that the elite. At the critical moment, we adopted a strategic measure to integrate into the traditional financial system, but warned that spot is essentially different from direct ownership. Spot is a trading product that can be bought in French currency to earn more legal currency, but it is not and is not the way to realize financial freedom because it is not outside the traditional financial system. We discussed the market impact of spot, focusing on BlackRock because BlackRock has global influence and distribution ability, and predicted that the complex will continue to gather with the continuous inflation. The driving force of assets is the continuous loosening of global economic and military arrangements after World War II and the inflationary nature of the war. Finally, I reflect on the possibility of financialization of traditional finance, and think that the legal price bull market, which will push up in the initial stage, has just begun. As far as price trends are concerned, 2008 will be a turbulent year, but I still expect that the market value of the whole asset complex will reach or exceed the highest level in history by the end of the year. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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