Arthur Hayes on the Bitcoin Cycle, Dumping HYPE & Zcash Predictions

Published: 2025-11-02
Status: Analyzed

Predictions from this Video

Total: 9
Correct: 0
Incorrect: 0
Pending: 9
Prediction
Topic
Status
Bitcoin will reach $999,999 by 2027.
"You said Bitcoin would hit 9999,999 by 2027. So, are we still on track for that? I think so. Absolutely."
BTC
Pending
Bitcoin will experience a blow-off top.
"Do you think that there's going to be a blowoff top or is there going to be a super cycle? Oh this going to be obviously absolutely blowoff top. Absolutely."
BTC
Pending
The current crypto market cycle will extend into the 2027-2028 time period.
"I think it's going to extend into the 202728 time period."
N/A
Pending
Perpetual DEXs will significantly take market share from centralized exchanges (CEXs) in 3 to 5 years.
"I think per DEX's will massively take a big chunk out of SEX trading volumes in the 3 to 5 year period."
N/A
Pending
Aggregate DEX trading volumes will surpass CEX trading volumes.
"And in aggregate, I think DEX volumes will surpass sex volume because crypto is a retail driven phenomenon."
N/A
Pending
Ethena will become the second-largest stablecoin issuer, surpassing Circle.
"I think Athena will take over circle as the number two spot. I don't think anyone's going to be coming close to touching Tether."
ENA
Pending
Ethena's price will be driven higher as global interest rates come down, increasing its net interest income from basis rates.
"The second thing is as interest rates come down and I believe that globally interest rates will come down. The revenue to players like Circle and Tether goes down a lot... Athenas will grow as investors globally want to own the asset that does own an infinite duration asset that does better because the discount rate is falling. And so that's why the two things the two structural things I believe are going to drive the Athena price higher."
ENA
Pending
Zcash could reach a price target of $10,000 to $20,000, achieving 10% to 20% of Bitcoin's value 'quite quickly'.
"I think that 10 to 20% of the value of Bitcoin quite quickly is something that Zcash could achieve. There is your 10 to $20,000 price target on on Zcash."
ZEC
Pending
The ETH/SOL ratio will continue to outperform, meaning Ethereum will perform better than Solana.
"So ETH ETH soul ratio is going to continue outperforming I think so."
ETH/SOL
Pending