BitMEX 联合创始人 Arthur Hayes 表示，美国国债和美股作为全球储备资产的时代正在终结，黄金将回归成为中立储备资产。他指出，去美元化趋势下，各国将持有黄金以结算贸易，而非美元资产。并建议投资者应布局黄金、黄金矿业股与比特币（BTC）。Hayes 预计，人民币兑美元将升至 10，或将成为推动比特币迈向 100 万美元的关键催化剂。

<div>BitMEX 联合创始人 Arthur Hayes 表示，美国国债和美股作为全球储备资产的时代正在终结，黄金将回归成为中立储备资产。他指出，去美元化趋势下，各国将持有黄金以结算贸易，而非美元资产。并建议投资者应布局黄金、黄金矿业股与比特币（BTC）。Hayes 预计，人民币兑美元将升至 10，或将成为推动比特币迈向 100 万美元的关键催化剂。<br><br></div>

Arthur Hayes：去美元化时代来临，黄金与比特币将崛起

<BitMEX> co-founder Arthur Hayes stated that the era of U.S. Treasury bonds and U.S. stocks as global reserve assets is coming to an end, and gold will return as a neutral reserve asset. He pointed out that under the trend of de-dollarization, countries will hold gold for trade settlement instead of U.S. dollar assets. He suggested that investors should allocate their portfolios to gold, gold mining stocks, and Bitcoin (BTC). Hayes predicted that the yuan-to-dollar exchange rate will rise to 10, which could become a key catalyst for Bitcoin to reach $1 million.

<div>BitMEX co-founder Arthur Hayes stated that the era of U.S. Treasury bonds and U.S. stocks as global reserve assets is coming to an end, and gold will return as a neutral reserve asset. He pointed out that under the de-dollarization trend, countries will hold gold for trade settlement instead of U.S. dollar assets. He suggested that investors should allocate their portfolios to gold, gold mining stocks, and Bitcoin (BTC). Hayes predicted that the yuan-to-dollar exchange rate will rise to 10, which could become a key catalyst for Bitcoin to reach $1 million.<br><br></div>

Arthur Hayes: The era of de-dollarization is coming, and gold and Bitcoin will rise

<Odaily> Planet Daily News: BitMEX co-founder Arthur Hayes wrote: "Trump's tariff plan further proves his commitment to reversing these imbalances. For U.S. Treasury bonds, the issue is that without dollar exports, foreign investors cannot purchase bonds. The Federal Reserve and banking system must accelerate their pace to ensure the normal functioning of the Treasury bond market, which means restarting loose monetary policy (Brrrr)."

Arthur Hayes: Trump's tariff plan may force the Fed to restart loose monetary policy

Odaily Planet Daily News: Arthur Hayes posted on X platform, stating that BTC holders need to learn to love tariffs, and perhaps we have finally broken the correlation with Nasdaq and can become the purest "smoke alarm" for fiat currency liquidity.

Arthur Hayes: BTC holders need to learn to love tariffs, maybe we finally break the correlation with Nasdaq

Investors are shifting their strategy from the high-risk "left Dachang, right pie" to the low-risk "left Hong Kong, right gold", seeking undervalued opportunities in Hong Kong stocks and the hedging properties of gold.