BitMEX medgrundare kallar post‑merge Ethereum för en ‘obligation’ och förutspår ett femsiffrigt pris före årsskiftet

Arthur Hayes, en medgrundare av den problematiska kryptobörsen BitMEX, har förutspått att Ethereum kommer att överträffa konkurrenterna i DeFi‑ekosystemet. Den kontroversiella kryptofiguren och handlaren ser även att dess inhemska Ether‑token stiger till $10 000 innan årets slut. I ett nyligt post förklarade Hayes att medan Bitcoin ursprungligen var hans föredragna kryptotoken, har hans syn förändrats, och hans portfölj reflekterar nu just det.

BitMEX‑chefen avslöjade att han hade en lika balanserad portfölj mellan BTC och ETH i början av året. Men med hänvisning till den förra’s oförmåga att återge värde i mötet med ekonomisk motgång, fattade BitMEX‑chefen ett beslut att flytta sina innehav till 75 % mot 25 % till fördel för ETH.

Med påståendet att Bitcoin i grunden ger inget som sin rena pengar, rådde Hayes att MicroStrategy bör avvika från sin nuvarande Bitcoin‑ackumuleringsramp och istället emittera skuld och köpa ETH, vilket skulle fungera som en carry‑trade.

He explained that, unlike Bitcoin, Ethereum is more of an asset than money in design. He sees it’s as an asset that powers the largest decentralized computer network on earth and thus cannot be considered a “rent monetärt instrument.”

Effekten av proof of stake

The Ethereum network is due an upgrade with the plan to transition into proof of stake via the merger with the Beacon Chain. The BitMEX co-founder, like many industry experts, believes that this transition will have a significant impact on the token’s price.

Hayes elucidated in the blog post that initial estimates show that the introduction of staking will give stakers rewards of up to 11% in annual returns. This would be a significant bump on any rates offered by traditional debt markets.

The PoS chain would also cut down Ethereum’s power consumption by up to 99.98%, making it more accessible to users who are currently financially unable to cope with the expensive mining hardware requirements. Reduced power consumption would also mean compliance with ESG goals.

In return, he expects that this would attract increased institutional investment, which would translate to a better price level for ETH. Hayes also feels that the PoS transition would make the Ether rewarded to validators a commodity-linked bond, meaning it becomes a yielding asset, offering the certainty that enterprise investors often thrive in.

Hayes also said that any potential Ethereum alternatives, including Avalanche, Terra, Solana, Cardano, and Polkadot that have in the past promised to better Ethereum’s performance in fees and speed, would not near Ethereum’s price performance this year. He explained that such a narrative had only worked in the two-years ending 2021 and could not suffice now as Ethereum’s fundamentals are now remarkably better.

Ethereum (ETH) prisrörelse

Market data shows Ether has not seen any significant price movement in the last couple of hours. Though the ETH/USD briefly pulled back to $3,225 at the end of last week, it has bounced back, ruling out immediate concerns of a price crash. The pair has continued hovering around $3,500 – a level it reached following a recovery run that started around March 15.

ETH/USD 30‑dagars handelsdiagram

Ether’s price has increased by 24.59% during these three weeks, from $2,611 to $3,525, where it was observed at the time of writing. The ascent has seen it close the gap to its record high – it is currently 28.11% below its November all-time high of $4,891.70. This is the closest it has been since January 6. Meanwhile, Haye’s predicted price levels would need about 183% gains.

On-chain data (GIOM metrics) suggests that Ethereum is still poised to see more gains with the upward momentum expected to taper off at around $4,080. Here, most traders will likely reconsider profit-taking.

To learn more about this token visit our Investering i Ethereum guide.