吴说区块链|Jan 06, 2026 12:17
According to Wu Blockchain, Arthur Hayes revealed in his latest article, 'Suavemente,' his trading review and strategy for 2026. He stated that his biggest loss last year came from trading after the launch of the token PUMP, while his only profitable meme trade was TRUMP. His main profits came from HYPE, BTC, PENDLE, and ETHFI. Only about 33% of his trades for the year were profitable, but thanks to strict position control, the average return on profitable trades was 8.5 times that of losing trades.
Hayes mentioned that this year he will focus on mid-term large position setups based on macro liquidity logic combined with credible 'altcoin' narratives, while reducing positions in entertainment-driven trades. He predicts that 'privacy' will become the dominant narrative, with ZEC seen as the beta for the privacy sector. Maelstrom has already built significant positions in Q3 2025.
In terms of asset allocation, he plans to sell some BTC to increase positions in the privacy sector, sell ETH to allocate to DeFi, and take profits or increase Bitcoin holdings and buy mETH when oil prices rise and credit expansion slows.
https://www.(wublock123.com)/index.php?m=content&c=index&a=show&catid=6&id=54651
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