Arthur Hayes predicts $ 10,000

In a macro focused interview with the Podcast without a bank, Arthur Hayes, the former CEO of Bitmex and current of Maelstrom IOC, presented his upper thesis on Ethereum, arguing that a passage to $ 10,000 or even $ 15,000 is a realistic result while world liquidity changes and capital controls take control.

When asked why ETH had gathered more than 50% in a week, Hayes rejected the technical triggers and rather pointed out. “The most hated asset increases the following cycle as quickly as possible,” he said. “It’s just human nature.” For Hayes, the return of Ethereum had long been expected after years of the eclipse by Solana and other beta tokens. “Et was a little dead. Everyone hated that. The BTC / ETH report fell, Solana was running … it was time.”

Why Ethereum could go up to $ 10,000

Although he did not add to his position, Hayes said he had remained Ethereum for a long time and was not imperturbable by the current price. “It’s great that it comes back, but okay – he talks about $ 10,000 or $ 15,000. Let’s talk about it when it’s significant.”

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Hayes has placed Ethereum’s rebound in the broader context of what he calls a global monetary “phase discrepancy” – a transition far from the American treasure as a global reserve ratio, to a bifurcated system where value stores are increasingly moving towards gold and bitcoin. In this paradigm, Ethereum not only benefits from speculative risk flows, but also structural changes in the way in which capital evolves under financial repression and capital controls.

While he reiterated his conviction that gold and bitcoin are the two neutral reserve assets in a politically fractured world, Hayes considers Ethereum as a powerful high exchange of beta in the next wave of expansion of liquidity. “They print money,” he said without. “And the consequence will be gold and bitcoin that will cross the roof.”

However, the Chemin d’Ethereum will not be linear. Hayes has so far recognized the underperformance of the ETH against Bitcoin, but has suggested that the moment of the ETH arrives – in particular if the regulatory clarity is improving or if decentralized finance takes up the traction with sustainable cash flows. He distinguished projects like Etherfi and hangs as examples of token ecosystems which could finally justify the evaluation through the fundamentals.

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Ethereum’s potential to surpass spectacularly, said Hayes, especially since the market continues to digest what it considers the start of the end of the global financial system based on the 50 -year -old American treasury. “If you want to preserve access to capital and spend it as you wish, the only things you can have are gold and bitcoin,” he said. But for the investor in appetite for asymmetry, ETH is “a hard slog” now – but still in the early stages of what could be a flight rally.

That Ethereum reaches the $ 10,000 mark in 2025 or beyond, Hayes is positioned for this result. “MailStream is around 60% bitcoin, 20% eth, then you know many other shitcoins and leaves of tenders and token stuff. On my non -crypto stuff, they are minors of physical gold and gold and invoices. That’s all,” said Hayes.

At the time of the press, ETH exchanged $ 2,477.

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