BitMEX co-founder Arthur Hayes announced a major portfolio adjustment on platform X: he is shifting holdings from ETH to high-quality DeFi tokens.
He provided the core logic: the Federal Reserve's RMP policy is equivalent to the new QE, and fiat currency liquidity will continue to improve.
High-quality DeFi projects, with solid ecosystems and actual value, are expected to outperform the market during the liquidity easing cycle.
WLFIUSDT
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ASTERUSDT
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UNIUSDT
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5.771
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