{"id":3340,"date":"2025-08-11T22:08:27","date_gmt":"2025-08-11T13:08:27","guid":{"rendered":"https:\/\/www.coinspeaker.com\/kr\/?p=3340"},"modified":"2025-08-11T22:08:27","modified_gmt":"2025-08-11T13:08:27","slug":"arthur-hayes-goes-buying-spree-market-turns-greedy","status":"publish","type":"post","link":"https:\/\/www.coinspeaker.com\/kr\/arthur-hayes-goes-buying-spree-market-turns-greedy\/","title":{"rendered":"\uc544\ub354 \ud5e4\uc774\uc988, \uc218\ubc31\ub9cc \ub2ec\ub7ec \uaddc\ubaa8 \uc54c\ud2b8\ucf54\uc778 \ub9e4\uc9d1\u2026\uc2dc\uc7a5 \u2018\ud0d0\uc695\u2019 \uc2e0\ud638"},"content":{"rendered":"
\ube44\ud2b8\uba55\uc2a4(BitMEX)\uc758 \uacf5\ub3d9 \ucc3d\ub9bd\uc790\uc774\uc790 \uc554\ud638\ud654\ud3d0 \ud22c\uc790 \ud380\ub4dc \ub9c8\uc5d8\uc2a4\ud2b8\ub86c(Maelstrom)\uc758 CIO\uc778 \uc544\ub354 \ud5e4\uc774\uc988(Arthur Hayes)\uac00 \ucd5c\uadfc \uac15\uc138\uc7a5 \uae30\ub300\uac10 \uc18d\uc5d0\uc11c \ub300\uaddc\ubaa8 \uc54c\ud2b8\ucf54\uc778 \ub9e4\uc218\uc5d0 \ub098\uc130\ub2e4. \uadf8\uc758 \uacf5\uaca9\uc801\uc778 \ub9e4\uc9d1 \ud589\ubcf4\ub294 \uc2dc\uc7a5 \uc2ec\ub9ac\uac00 “\ud0d0\uc695” \ub2e8\uacc4\uc5d0 \uc9c4\uc785\ud588\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub418\uace0 \uc788\ub2e4.<\/p>\n
\uc628\uccb4\uc778 \ubd84\uc11d \ud50c\ub7ab\ud3fc \uc544\uce84(Arkham)\uc758 \ub370\uc774\ud130<\/a>\uc5d0 \ub530\ub974\uba74, \ud5e4\uc774\uc988\ub294 \uc9c0\ub09c 24\uc2dc\uac04 \ub3d9\uc548 \uc57d 1,650\ub9cc \ub2ec\ub7ec \uc0c1\ub2f9\uc758 USDC\ub97c \ubc14\uc774\ub0b8\uc2a4, \ud06c\ub77c\ucf04, \uc708\ud130\ubba4\ud2b8, \uadf8\ub9ac\uace0 \uc2e0\uc6d0 \ubbf8\uc0c1\uc758 \uc8fc\uc18c\ub85c \uc804\uc1a1\ud588\ub2e4. \ub9c8\uc9c0\ub9c9 \uc8fc\uc18c\ub294 \uc7a5\uc678\uac70\ub798(OTC) \ub370\uc2a4\ud06c\ub85c \ucd94\uc815\ub418\uba70, \ub300\uaddc\ubaa8 \ub9e4\ub9e4\uac00 \uac70\ub798\uc18c \uc678\ubd80\uc5d0\uc11c \uc9c4\ud589\ub410\uc744 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n \ud5e4\uc774\uc988\ub294 \uc774 \uc790\uae08\uc744 \ud1b5\ud574 \ub2e4\uc74c\uacfc \uac19\uc740 \uc8fc\uc694 \uc54c\ud2b8\ucf54\uc778\uc744 \ub9e4\uc785\ud588\ub2e4. \uba3c\uc800, 743\ub9cc \ub2ec\ub7ec \uc0c1\ub2f9\uc758 1,750 ETH\uc640 \ud39c\ub4e4(Pendle, PENDLE) \ud1a0\ud070 184,610\uac1c\ub97c \uc57d 102\ub9cc \ub2ec\ub7ec\uc5d0 \ub9e4\uc785\ud588\ub2e4. \ub610\ud55c 55\ub9cc 6,570\ub2ec\ub7ec \uc0c1\ub2f9\uc758 \ub9ac\ub3c4 \ub2e4\uc624(Lido DAO) \ud1a0\ud070\uacfc 52\ub9cc 6,600\ub2ec\ub7ec \uc0c1\ub2f9\uc758 \uc774\ub354\ud30c\uc774(Ether.fi, ETHFI) \ud1a0\ud070\uc744 \ucd94\uac00\ub85c \ub9e4\uc218\ud588\ub2e4.<\/p>\n \ud765\ubbf8\ub85c\uc6b4 \uc810\uc740, \uadf8\uac00 \uc708\ud130\ubba4\ud2b8\ub85c\ubd80\ud130 \uc5d0\ud14c\ub098(Ethena, ENA) \ud1a0\ud070 10\uac1c\ub97c \uc804\uc1a1\ubc1b\uc558\ub2e4\ub294 \uc0ac\uc2e4\uc774\ub2e4. \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc774\ub97c \ud5a5\ud6c4 ENA \ub9e4\uc218 \uc2e0\ud638\ub85c \ud574\uc11d\ud558\uba70 \uae30\ub300\uac10\uc744 \ub192\uc774\uace0 \uc788\ub2e4.<\/p>\n \uc54c\ud2b8\ucf54\uc778 \uc678\uc5d0\ub3c4 \ud5e4\uc774\uc988\ub294 340\ub9cc \ub2ec\ub7ec \uc0c1\ub2f9\uc758 USDC\ub97c \ucd94\uac00\ub85c \uc218\ub839\ud588\ub2e4. \uc774\ub294 \ucd94\ud6c4 \ub354 \ud070 \uaddc\ubaa8\uc758 \ub9e4\uc218\ub97c \uc900\ube44\ud558\uae30 \uc704\ud55c \uc720\ub3d9\uc131 \ud655\ubcf4 \ucc28\uc6d0\uc77c \uac00\ub2a5\uc131\uc774 \ub192\ub2e4.<\/p>\n \uc0ac\uc2e4 \ud5e4\uc774\uc988\ub294 \uc9c0\ub09c\ub2ec\uc5d0\ub3c4 \ube44\uc2b7\ud55c \uc2e0\ud638\ub97c \ubcf4\ub0b8 \ubc14 \uc788\ub2e4. \uadf8\ub294 \ube44\ud2b8\ucf54\uc778(BTC)\uc774 11\ub9cc \ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud588\uc744 \ub2f9\uc2dc “\ucd08\uac15\uc138(Ultra Bullish)” \uc54c\ud2b8\uc2dc\uc98c\uc774 \ub3c4\ub798\ud560 \uac83\uc774\ub77c\uace0 \uc5b8\uae09\ud55c \ubc14 \uc788\ub2e4. \uc2e4\uc81c\ub85c \ube44\ud2b8\ucf54\uc778\uc740 7\uc6d4 14\uc77c \uc0ac\uc0c1 \ucd5c\uace0\uac00\uc778 12\ub9cc 3\ucc9c \ub2ec\ub7ec\ub97c \uae30\ub85d\ud558\uba70 \uadf8\uc758 \uc804\ub9dd\uc744 \ub4b7\ubc1b\uce68\ud588\ub2e4.<\/p>\n 8\uc6d4 10\uc77c \uae30\uc900, \ud0c8\uc911\uc559\ud654 \uae08\uc735(DeFi) \uc2dc\uc7a5\uc758 \ucd1d \uc608\uce58 \uc790\uc0b0 \uaddc\ubaa8(TVL)\ub294 2021\ub144 4\uc6d4 \uc774\ud6c4 \ucd5c\uace0\uce58\uc778 1,500\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\ub2e4. \uc774\uc640 \ub3d9\uc2dc\uc5d0, \ucf54\uc778\ub9c8\ucf13\ucea1(CoinMarketCap) \ub370\uc774\ud130<\/a>\uc5d0 \ub530\ub974\uba74 \uc804 \uc138\uacc4 \uc554\ud638\ud654\ud3d0 \uc2dc\uac00\ucd1d\uc561\ub3c4 4\uc870 6\ubc31\uc5b5 \ub2ec\ub7ec\ub85c \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\ub2e4. \uc774\ub7ec\ud55c \uc720\ub3d9\uc131 \ud655\ub300\ub294 \uc54c\ud2b8\ucf54\uc778 \uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b8 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \ud2b9\ud788 TVL \uc99d\uac00\uc640 \ud568\uaed8 \uc790\uae08\uc774 \uc54c\ud2b8\ucf54\uc778\uc73c\ub85c \ubd84\uc0b0\ub420 \uacbd\uc6b0, \ub2e8\uae30 \uae09\ub4f1\ub77d\uc774 \ub098\ud0c0\ub0a0 \uc218 \uc788\uc5b4 \ud22c\uc790\uc790\ub4e4\uc758 \uc8fc\uc758\uac00 \uc694\uad6c\ub41c\ub2e4.<\/p>\n \uacf5\ud3ec \ud0d0\uc695 \uc9c0\uc218(Fear & Greed Index)\ub3c4 \ub2e4\uc2dc \ud0d0\uc695 \uad6c\uac04\uc5d0 \uc9c4\uc785\ud588\ub2e4. \uc774\ub294 \ud22c\uc790\uc790\ub4e4\uc774 \uc2dc\uc7a5 \ud558\ub77d \uac00\ub2a5\uc131\ubcf4\ub2e4 \ucd94\uac00 \uc0c1\uc2b9 \uae30\ub300\uac10\uc5d0 \ub354 \ubb34\uac8c\ub97c \ub450\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uacb0\uad6d \ud5e4\uc774\uc988\uc758 \ub300\uaddc\ubaa8 \ub9e4\uc9d1\uc740 \uc774\ub7ec\ud55c \uc2ec\ub9ac \ubcc0\ud654\uc640 \ub9de\ubb3c\ub824 \ud5a5\ud6c4 \uc54c\ud2b8\ucf54\uc778 \uc2dc\uc7a5\uc758 \ubc29\ud5a5\uc131\uc744 \uac00\ub2a0\ud560 \uc911\uc694\ud55c \uc2e0\ud638\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n \uba74\ucc45 \uc870\ud56d<\/strong>: \ucf54\uc778\uc2a4\ud53c\ucee4\ub294 \uacf5\uc815\ud558\uace0 \ud22c\uba85\ud55c \ubcf4\ub3c4\ub97c \uc81c\uacf5\ud558\uae30 \uc704\ud574 \ub178\ub825\ud569\ub2c8\ub2e4. \uc774 \uae30\uc0ac\ub294 \uc815\ud655\ud558\uace0 \uc2dc\uc758\uc801\uc808\ud55c \uc815\ubcf4\ub97c \uc81c\uacf5\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, \uc7ac\uc815 \ub610\ub294 \ud22c\uc790 \uc870\uc5b8\uc73c\ub85c \uac04\uc8fc\ub418\uc5b4\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4. \uc554\ud638\ud654\ud3d0 \uc2dc\uc7a5\uc740 \ub9e4\uc6b0 \ube60\ub974\uac8c \ubcc0\ub3d9\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c, \uc774 \ucf58\ud150\uce20\ub97c \uae30\ubc18\uc73c\ub85c \uc5b4\ub5a0\ud55c \uacb0\uc815\uc744 \ub0b4\ub9ac\uae30 \uc804\uc5d0 \ubc18\ub4dc\uc2dc \ubcc4\ub3c4\uc758 \uc870\uc0ac\ub97c \uc218\ud589\ud558\uc2dc\uae30 \ubc14\ub77c\uba70, \ud544\uc694 \uc2dc \uc804\ubb38\uac00\uc640 \uc0c1\ub2f4\ud560 \uac83\uc744 \uad8c\uc7a5\ud569\ub2c8\ub2e4.<\/em><\/p>\n