$ETH To Outperform $SOL, Says Hayes


#BitMEX co-founder Arthur Hayes expects $BTC needs to break $110K with rising volumes to the $150K-$200K range in order to trigger #altseason.


The rotation into altcoins will likely begin during summer or early Q3 once Bitcoin hits these key levels.

Hayes favors $ETH over $SOL despite recent underperformance, calling #Ethereum "very hated" but fundamentally strong.


The fund manager believes $ETH could outperform $SOL over the next 18-24 months due to superior developer activity and #TVL dominance.


Hayes allocated 20% of his portfolio to #gold, expecting the precious metal to hit $10,000-$20,000 during this cycle.


He warned against investing in "dino coins" with high FDV, low float, and no real utility or revenue streams.


His strategy requires all investments to outperform $BTC returns to justify capital deployment.

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May 19, 2025 at 7:53 PM
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