@cryptohayes calling $ETH to $10k by EOY. Bold? Maybe. Impossible? Not in crypto.
His thesis: $ETH is still the most secure L1, period. Yeah, $SOL's been eating market share and narrative, but security ≠ speed. Different games.
For $10k to hit, we need:
• ETH to pull a 3.7x in ~8 months
• Macro liquidity to flood back in
• L2s to stop cannibalizing attention
• Institutional flows to pick up steam
The setup's there if BTC runs, TradFi gets shaky, and risk-on mode flips back. But that's a lot of ifs.
Still, Hayes has been right before when everyone thought he was crazy. Worth watching if you're long $ETH.
His thesis: $ETH is still the most secure L1, period. Yeah, $SOL's been eating market share and narrative, but security ≠ speed. Different games.
For $10k to hit, we need:
• ETH to pull a 3.7x in ~8 months
• Macro liquidity to flood back in
• L2s to stop cannibalizing attention
• Institutional flows to pick up steam
The setup's there if BTC runs, TradFi gets shaky, and risk-on mode flips back. But that's a lot of ifs.
Still, Hayes has been right before when everyone thought he was crazy. Worth watching if you're long $ETH.