Arthur Hayes:Tether 黄金比特币持仓若下跌约 30%,理论上 USDT 将资不抵债
Nov 30, 2025 10:26:46
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ChainCatcher 消息,Arthur Hayes 在 X 平台发文表示,Tether 正处于大规模利率交易的早期阶段。Tether 认为美联储将降息,这将减少其利息收入,因此买入黄金和 BTC 作为应对。若黄金和 BTC 持仓下跌约 30%,将耗尽其权益,理论上 USDT 将面临资不抵债的风险。
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