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Hayes dismissed technical reasons behind Ethereum’s recent rally, which saw ETH climb over 50% in a week. Instead, he attributed it to sentiment and market psychology. “The most hated asset goes up the fastest in the next cycle,” he said, noting that Ethereum had been “kind of dead,” overshadowed by tokens like Solana. With the ETH/BTC ratio falling and sentiment depressed, a comeback was “due.”
He places Ethereum’s upside potential in the broader context of a global monetary phase shift. As the financial world begins to pivot away from U.S. Treasuries as the core reserve asset, Hayes believes capital will increasingly flow into neutral, digital assets. While Bitcoin and gold are his top reserve picks, he views Ethereum as a high-beta beneficiary of this new liquidity era.
“Let’s talk at $10,000 or $15,000,” Hayes said, implying the current price action is just the beginning.
Although he hasn’t recently added to his ETH holdings, Hayes remains long, citing the network’s emerging fundamentals and growing real-world utility. He pointed to projects like EtherFi and Pendle as examples of Ethereum-based ecosystems with sustainable value.
In his portfolio, Ethereum makes up around 20%, positioned as the asymmetric upside play in what he sees as a rapidly evolving financial paradigm.
Hayes concluded that while ETH’s path may be volatile, its long-term upside is far from priced in.
The post Ethereum: Arthur Hayes Shares His ETH Price Prediction appeared first on Coindoo.
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