Powell Is About To F*CK Crypto Over At Jackson Hole! [Arthur Hayes]
Published: 2025-08-21
Status:
Analyzed
Published: 2025-08-21
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Bitcoin is predicted to reach $250,000 by the end of 2025.
"Do I think Bitcoin is going to be 250,000... by the end of the year? Absolutely."
Pending
Ethereum is predicted to reach over $10,000 by the end of 2025.
"ETH maybe 10 plus thousand by the end of the year? Absolutely."
Pending
Ethereum could test $4,000 if Jerome Powell makes a very hawkish statement at the Jackson Hole Symposium (August 22, 2025).
"Do I think that we could maybe test 4,000 if, you know, there's a very hawkish statement from Powell at the Jackson Hole Symposium on Friday? Absolutely."
Pending
Ethereum is predicted to reach between $10,000 and $20,000 within the next three to four years (by 2028).
"when you say ETH can go to like 10, 15, 20,000, then you're basically saying it's not by the end of the year. You're saying by, you know, three, four years from now. Yeah."
Pending
Ethena is predicted to overtake Circle in stablecoin circulating supply within the next 12 months (by August 2026), becoming the second largest stablecoin after Tether.
"I think Ethena overtakes Circle in terms of circulating supply by the end in the next 12 months. So, it'll be Tether, then Ethena, then Circle or whoever else."
Pending
EtherFi is predicted to become a primary means for global stablecoin spending via traditional networks like Visa.
"So, I think that Ether becomes this amazing way for everyone to just spend their a little bit of stablecoins that they have on the things that they want to spend it on and using a traditional network like Visa."
Pending
Hyperliquid is predicted to become the largest crypto exchange globally, surpassing Binance, as trading moves on-chain fueled by stablecoin adoption.
"I think Hyperliquid becomes the largest exchange in the world, bigger than Binance because everything is going to move onchain when you have all these new people again who have stablecoins."
Pending
Hyperliquid is predicted to dominate the new issue market for crypto tokens.
"I think Hyperliquid is going to take over the new issue market."
Pending
CryptoPunks are predicted to outperform Ethereum in terms of price appreciation.
"It was you and Raoul Pal on the same day, both telling me that punks are going to outperform ETH. You're pretty bullish, right? Absolutely."
Pending
The crypto market is expected to be higher by the end of 2025 compared to August 2025.
"Do I think we're going to be higher at the end of the year than we are today? Yes."
Pending
The government is predicted to print money by the end of 2025.
"Do I believe that they're going to print money in the end of the year? Absolutely."
Pending
The US Federal Reserve's leadership and monetary policy (related to Trump's agenda) will be resolved by mid-2026, leading to aggressive money printing until Trump leaves office (early 2029).
"I think that gets resolved sometime in the middle of next year and then we have from, you know, middle of 2026 until Trump leaves office for them to go absolutely insane with how much money they're going to print."
Pending
The current crypto bull cycle is predicted to be protracted, extending towards 2027 or 2028, abandoning the traditional four-year cycle.
"this could be a very protracted cycle? In other words, abandon the four-year cycle. Trump, you're saying, has got off to a slow start, so to speak, in terms of being able to implement his massive growth plans, and that could actually take the cycle all the way, maybe even towards 2027, 2028. Correct."
Pending
A massive bull market is predicted for all types of financial assets aligned with Trump's economic agenda, lasting until he exits office (early 2029).
"my base case is we are going to have a massive bull market in all types of financial assets connected to anything that Trump believes is important between now and when he exits office"
Pending
A select few Digital Asset Treasury (DAT) companies are predicted to achieve success by being added to traditional financial indices.
"there's going to be one or two DATs that'll get added to an index and they'll be successful"
Pending
At the end of the cycle, shares in Digital Asset Treasury (DAT) companies are predicted to be available at significant discounts, potentially 50% below Net Asset Value (NAV).
"there are going to be very, very good bargains at the end of the cycle where you're going to be able to pick up shares in treasury companies for 50% of NAV"
Pending
The capitulation and selling of crypto by a few Digital Asset Treasury (DAT) companies is predicted to mark the bottom of the market cycle.
"when a when a few DATs capitulate and start actually selling crypto, that'll be the bottom of the cycle."
Pending
Funds like Maelstrom are predicted to acquire distressed Digital Asset Treasury (DAT) companies at significantly undervalued prices (e.g., 10 cents on the dollar) at the market bottom, going through the process to release underlying crypto assets.
"maybe funds like Maelstrom and some others who have a balance sheet to be able to do this will buy it at, you know, 10 cents on the dollar, go through the rigmarole to release these crypto assets, and by the time you start selling, that'll be the bottom of the market."
Pending
The total circulating supply of dollar-pegged stablecoins is predicted to reach upwards of $10 trillion by the end of 2028.
"by the end of 2028, we have upwards of 10 trillion in circulation on stablecoins in aggregate, dollar-pegged stablecoins."
Pending
Facebook (Meta) and X (formerly Twitter) are predicted to roll out stablecoin wallets.
"It's Facebook and X, right? So Zuckerberg and Musk are going to both roll out wallets."
Pending
The US government is predicted to favor American stablecoin distribution platforms (like those from Zuckerberg/Musk) over foreign ones (like Telegram's TON).
"Are they really going to give it to Pavel or are they going to give it to Zuckerberg and Musk? They're not giving it to Pavel. They're going to go with the American people who are sitting in America"
Pending
The Philippines is predicted to become dollarized through widespread stablecoin adoption, with local central banks being unable to prevent it.
"the whole of the Philippines is dollarized. And there's nothing the Philippine central bank can do about it."
Pending
The US government is predicted to impose punitive measures on countries that attempt to restrict American social media platforms from offering stablecoin payments.
"I will tear up your goods 100% if you discriminate on Facebook being able to offer WhatsApp payments."
Pending
The new issue market for crypto tokens is predicted to become completely disintermediated and return to the '2017 craziness' of easy, permissionless listings for anyone.
"And so now they're going to completely disintermediate the new issue market and we're going to go back to 2017 craziness where anyone and everyone can list."
Pending