Arthur Hayes：美中AI军备竞赛叠加战争通胀，BTC重返12.6万美元是必然
Odaily星球日报讯 Arthur Hayes 发布最新文章《The Butterfly Touch》表示，加密货币牛市已于 2026 年 2 月 28 日美国对伊朗发动军事行动后正式启动，其认为比特币此前在 6 万美元附近已完成底部构筑，在美元与人民币流动性释放推动下，BTC 重返 12.6 万美元“板上钉钉”，并预计突破 9 万美元后涨势将进入加速阶段。
Hayes 指出，推动法币信贷扩张的核心因素包括三方面：一是美中 AI 资本开支竞赛，两国均将 AI 视为国家安全核心，美联储与中国央行将被迫维持宽松金融环境支持科技巨头扩张；二是战争通胀，美伊冲突加速全球供应链与美元体系重构，美国或需通过美元互换与放松银行监管维持稳定；三是特朗普政府在 2028 年美国大选前存在维持宽松信用环境与资本市场上涨的政治需求。
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