Odaily星球日报讯 Arthur Hayes 在最新长文《Suavemente》中指出，美国“拘捕”马杜罗、实质控制委内瑞拉石油资源的地缘政治行为，旨在压低油价、遏制通胀，为总统特朗普提供持续宽松货币与财政扩张的空间，从而在中期选举中维持选民支持。他认为，在“印钞刺激+能源价格受控”的环境下，名义 GDP 上升将推高风险资产，尤其是比特币等抗通胀资产。他明确表示：当前应“做多 BTC 和优质加密资产”，Maelstrom 已几近满仓进入 2026 年，并看好隐私叙事板块（如 ZEC）成为下一轮主线。
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