In this era of endless news and drastic fluctuations in the crypto market, discovering “opportunity windows” has become crucial for newcomers. This article quickly focuses on two key points: first, Arthur Hayes’s clear optimism about Bitcoin (BTC) and Zcash (ZEC); second, the United States government’s impending resolution to the shutdown issue, which the market sees as a trigger point for “capital release + revival of risk appetite.”
Opportunity Background: Government Shutdown + Crypto Market Environment
The U.S. government shutdown has become a focal point of global economic concern, with markets worried about its cascading impact on fiscal, monetary, and regulatory fronts. However, the latest news indicates that the Senate has made progress in efforts to restart government operations, which may release market liquidity and boost confidence. Against this backdrop, the cryptocurrency market is experiencing a dual impetus of “liquidity + risk appetite:”
- If the traditional financial system experiences inflation or expectations of monetary easing, scarce digital assets like BTC may benefit.
- The end of the standstill reduces policy uncertainty, and emerging assets may gain more entry opportunities.
In summary, this environment provides a potential “breakthrough window” for digital currencies.
Arthur Hayes’ core judgment and the highlights of two major cryptocurrencies
Hayes’s views can be summarized in two points: first, the liquidity mechanism behind the dollar and the government is changing; second, the value of privacy coins is underestimated and deserves attention. According to CryptoRank, he pointed out that the U.S. government’s “resumption of money printing + distribution of welfare” actions will drive BTC and ZEC to rise.
- For BTC: As digital gold and a scarce asset, it is often seen as an inflation hedge in a loose monetary environment.
- For ZEC: Hayes’ family office has listed it as the second largest holding asset, second only to BTC.
In addition, the recent price fluctuations of ZEC have also been significant due to the shout-out effect: there was a rise of over 30% in a short period. In other words, if beginners can understand the following logic, they may seize this opportunity: increased liquidity → inflation/funds seeking safe havens → limited/scarce assets favored → BTC/ZEC may benefit.
Risk Warning and Beginner’s Practical Strategies
Although the opportunities are obvious, there are also risks that must be heeded:
- The crypto market is highly volatile, with rapid short-term fluctuations. Hayes’ views are not guarantees.
- Policy risks still exist, and the regulatory environment for privacy coins (such as ZEC) remains unclear in some countries.
- Although liquidity may be released, if market expectations have already been digested, it may instead go sideways or correct.
The following suggestions are for beginners:
- Dollar-cost averaging: Do not invest all your funds at once; it is recommended to enter in batches / increase positions in batches.
- Set stop-loss level: It is recommended to control losses within the bearable range of total funds (e.g. 5-10%).
- Regular review: Observe the macro environment (such as government shutdown progress), currency trends, and the logic behind the calls.
- Be patient: it’s not about hype doubling overnight, but rather understanding trends and making steady arrangements.
- Practice good money management: only invest “lossable” funds and avoid speculative borrowing.
Quick summary: What should you do?
- Pay attention to the U.S. government’s restart process: if progress goes smoothly, it could be the “traffic light” before the digital asset market takes off.
- Pay special attention to BTC and ZEC: the former is mainstream and has strong security attributes; the latter has strong privacy attributes + ranking effect.
- Decide whether to participate based on your own risk tolerance and financial situation, and focus primarily on “learning + observation,” with practical operations as a supplement.
- Do not blindly chase after price increases; understand the exit and stop-loss mechanisms. Newcomers are most afraid of chasing high prices and incurring losses after being “tipped off”.
- In the end, the market is never short of opportunities; only by knowing how to wait and strike calmly can one truly seize them.