6.6 Macro Arthur Hayes称，美日通过FIMA机制释放美元流动性，或推高比特币、以太坊等资产价格，投资者应关注美联储政策变化。
BitMEX联合创始人Arthur Hayes表示，如果美国与日本通过美联储FIMA回购便利共同支持日元，全球市场可能迎来大量美元流动性注入。该机制允许日本用所持美国国债换取美元，再用美元买入日元，从而在无需大幅加息或抛售资产的情况下提振日元汇率。 Hayes指出，扩展FIMA计划将扩大美联储资产负债表，而历史数据显示，这通常与比特币价格上涨密切相关。他看好比特币、以太坊和Ethena，认为这些资产将在流动性激增的环境中表现突出。 此外，日本养老金资金回流也可能对美国市场构成风险，进一步凸显全球金融政策联动性及其对加密货币和贵金属的影响。Hayes建议投资者关注美联储关于规则变动的官方公告，作为市场动向的重要信号。
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