BitMEX联合创始人Arthur Hayes于个人社交媒体发文称，我对美联储降息计划未达预期原因的看法如下：自从鲍威尔在杰克逊霍尔宣布9月降息以来，比特币下跌了10%，为什么？我认为降息对风险资产有利。隔夜逆回购（RRP）支付5.3%的利率，而没有任何1年期以下的国债利率更高。货币市场基金（MMF）会将资金从国债转向RRP，这对流动性来说是负面的。
自杰克逊霍尔会议以来，RRP增加了1200亿美元。我认为只要国债利率低于RRP，这种情况将会继续。
Arthur Hayes发表对美联储降息计划未达预期原因的看法
2024-09-02 10:46:41
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