Arthur Hayes：Mengungkapkan strategi perdagangan 2026, menyebutkan bahwa "privasi" akan menjadi narasi utama dan telah menyiapkan ZEC

Wu Shuo learned that Arthur Hayes disclosed his trading review and 2026 strategy in his latest article “Suavemente,” stating that his largest loss last year came from trading after the PUMP token listing, with TRUMP being his only profitable Meme trade; major profits came from HYPE, BTC, PENDLE, and ETHFI. Only about 33% of his trades throughout the year were profitable, but through strict position control, the average return of profitable trades was 8.5 times that of losing trades. Hayes stated that this year he will focus on medium-to-long-term large positions based on macro liquidity logic combined with trustworthy “altcoin” narratives, with entertainment trading significantly reducing position sizes; he judges that “privacy” will become the dominant narrative, with ZEC viewed as the beta of the privacy track, and Maelstrom has accumulated large positions in Q3 2025. Regarding asset allocation, he plans to sell some BTC to increase positions in the privacy track, sell ETH to configure DeFi, and take profits opportunistically when oil prices rise and credit expansion slows, increase holdings of Bitcoin, and buy mETH.