DeFiance Capital 创始人:做多加密、做空股票交易策略或具吸引力,USDC 供应量重回历史高点

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Gate News 消息,3 月 16 日,DeFiance Capital 创始人 Arthur 近日在 X 平台发文表示,当前股票市场对现实情况的定价过于乐观,一旦市场情绪发生转变,调整可能会更加剧烈。他认为,这种环境或为比特币和加密资产提供表现机会,使其在地缘政治和宏观不确定性背景下成为主权与地缘风险对冲工具。Arthur 表示,"做多加密资产、做空股票或高收益债券(高风险企业债券)"的交易策略可能是当前市场较具吸引力的多空组合之一,这一交易趋势可能只是开始。此外,他指出 USDC 供应量在约一个多月前触底后已重新升至历史新高,这或部分解释了 CRCL 自阶段低点以来接近翻倍的上涨表现。

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