Arthur Hayes:美聯儲若干預日本國債,比特幣有望脫離橫盤

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1月27日消息,Arthur Hayes表示,如果美联储出手支持疲软的日本国债市场,比特币可能摆脱长期横盘震荡。Hayes提出理论称,美联储或通过印钞干预日元和日本国债市场,以稳定金融体系,这种货币刺激有望为比特币带来新的上行动力。

日本正面临双重压力:日元贬值同时国债收益率上升,显示市场信心受挫。Hayes指出,这一局面可能迫使日本央行或美联储采取干预措施,美国也可能受到影响,因为日本投资者可能抛售美国国债,转而购买收益率更高的日本国债。

Hayes解释,美联储可能与摩根大通等银行合作,建立美元储备,然后卖出美元换取日元,再用日元购买日本国债,从而降低收益率。这一操作将扩大美联储外币计价资产负债表,并形成潜在流动性,从而间接利好比特币市场。Hayes强调,在确认央行干预前,他不会增加风险敞口。

与此同时,美元指数周二下跌至95.6,为2022年1月以来最低。尽管美元近一年下跌约10%,特朗普在爱荷华州演讲中仍坚称美元“表现强劲”,并批评日元和人民币长期贬值影响国际竞争。Hayes认为,美元与日元、日债市场的波动密切相关,比特币的价格走势也可能随之调整。

分析人士指出,美联储若印钞干预日本市场,不仅可能推高日元,还可能提供比特币新的市场资金流动机会,为长期横盘的比特币注入活力。观察美联储H.4.1资产负债表变化,将成为判断市场潜在刺激的关键指标。

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