Author: Arthur Hayes
Compiled by: Odaily Planet Daily
Arthur Hayes, a pioneering figure in Bitcoin's early days and co-founder of offshore exchange BitMEX, recently shared his insights on the future of crypto markets, gold, and political influences. In an exclusive interview with Fortune, Hayes outlined his bold predictions, including Bitcoin reaching $200,000 and ETH outperforming SOL.
Key Predictions and Insights
1. The Hidden U.S. Deficit
Hayes criticizes the U.S. Treasury's "accounting tricks" to bypass borrowing limits, claiming actual deficits are higher than reported. He argues this fuels global dollar liquidity, benefiting Bitcoin.
"The government is spending without increasing debt on paper—this inflates liquidity and pushes Bitcoin higher."
2. Bitcoin’s Path to $200,000
Hayes believes Bitcoin bottomed in April and will surge as government borrowing continues. He forecasts:
- Short-term (2025): $200,000
- Long-term (2028): $1 million
3. Altcoin Season Triggers
Altcoins will rally when Bitcoin stabilizes above $150,000–$200,000, likely by Q3 2025. However, Hayes cautions:
- Not all altcoins will repeat 2021’s 100x gains.
- Focus on projects with real utility, not "dinosaur coins."
👉 Why ETH could outperform SOL in the next bull run
4. Gold’s Role in Portfolios
Hayes holds 20% in gold, citing:
- Central bank demand and potential U.S. gold revaluation.
- Price target: $10,000–$20,000/oz.
5. Trump’s Crypto Policies
Expect crypto-friendly policies, but Hayes warns:
- "Don’t assume Trump prioritizes crypto immediately—he’s a politician with bigger agendas."
FAQs
1. When will altcoin season start?
After Bitcoin surpasses $150,000, likely mid-to-late 2025.
2. Which will perform better: ETH or SOL?
Hayes favors ETH due to its security, developer community, and undervaluation.
3. Why hold gold in a crypto bull market?
Gold acts as a hedge against monetary debasement and offers asymmetric upside.
👉 Bitcoin’s roadmap to $1 million
Final Thoughts
Hayes’ predictions hinge on macroeconomic liquidity and crypto adoption. Key takeaways:
- Bitcoin dominance rises first, then altcoins.
- ETH may outshine SOL long-term.
- Gold remains a strategic hedge.
Disclaimer: This content is for informational purposes only and does not constitute financial advice.
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