Hayes Slams Speculative Tokens, Demands Real Fundamentals

By: cryptosheadlines|2025/05/09 21:15:04
0
Share
copy
Airdrop Is Live CaryptosHeadlines Media Has Launched Its Native Token CHT. Airdrop Is Live For Everyone, Claim Instant 5000 CHT Tokens Worth Of $50 USDT. Join the Airdrop at the official website, CryptosHeadlinesToken.com Arthur Hayes urges the crypto market to focus on fundamentals over hype and speculation.He demands real value via token buybacks, burns, and revenue-generating models.Hayes believes growing liquidity favors assets like Bitcoin, predicting $1M by 2028.BitMEX co-founder Arthur Hayes has taken aim at cryptocurrency projects lacking clients or revenue in a recent tweet. He declared the current market environment a “fundamental season” where actual financial performance matters.Hayes made a bold statement and stressed the importance of fundamentals and dismissing tokens with no clients or revenue. He also called for tangible value in the form of buybacks and token burns.The message highlights Hayes’s focus on cryptocurrency projects that generate real cash flow rather than those trading primarily on speculation. His call for token buybacks and burns, where projects purchase their own tokens from the market and permanently remove them from circulation, emphasizes his preference for deflationary tokenomics backed by actual revenue.Treasury Department Over the FedHayes’ outlook reflects a growing emphasis on fundamentals over monetary policy speculation. In recent comments, he urged investors to shift their attention from Federal Reserve actions to Treasury Department operations.“The real show is at the Treasury Department. Ignore the Fed. It doesn’t matter,” Hayes explained. “Powell didn’t matter in 2022 under a Democratic regime, and he doesn’t matter now under a Republican one.” According to Hayes, market participants are overly focused on interest rate decisions while overlooking the more critical factor of dollar liquidity. His investment thesis hinges on increasing the money supply rather than rate fluctuations.This liquidation-driven strategy has influenced Hayes’s own investment plan. He disclosed that his portfolio now has 60-65% of Bitcoin, 20% of Ethereum, and the rest in what he calls “quality shitcoins”—a colloquialism used to differentiate between valueless tokens and those possessing real utility and revenue streams.Bullish Outlook: Bitcoin to $1 Million by 2028Even as he criticizes valueless tokens, Hayes has a very bullish view about Bitcoin. He prophesied that it would hit $1 million by 2028. Hayes ascribes this prediction to America’s continued spending habits and growing dollar liquidity. He also thinks it will propel capital towards hard assets such as Bitcoin.Hayes’ observations are made in the wake of a phase of transformation for the cryptocurrency market as investors differentiate more and more between projects according to revenue generation, user adoption, and tokenomics. The focus on fundamentals implies a ripening market that may see financial performance increasingly replace pure speculation as a driver of value.Disclaimer: The information presented in this article is for informational and educational purposes only. The article does not constitute financial advice or advice of any kind. Coin Edition is not responsible for any losses incurred as a result of the utilization of content, products, or services mentioned. Readers are advised to exercise caution before taking any action related to the company.Source link

-- Price

--

You may also like

Morning Report | Vitalik outlines Ethereum's long-term roadmap, Lean Ethereum will become the third major iteration; SK Hynix seeks to attract more AI investors by listing in the U.S

July 5 Market Important Events Overview

The impact of OUSD on Circle, Tether, and Paxos: not a single negative factor, but a more complex reshaping of competition

OUSD will not be the last new competitor; Circle needs to respond more actively in terms of products, distribution, and ecosystem collaboration.

Li Feifei's latest long article: When video generation, robots, and NVIDIA all claim to be world models, we need a taxonomy

Language gives machines a way to talk about the world. The world model is the means by which machines ultimately understand, imagine, reason, and interact with it.

Blaming the desolation of the cryptocurrency world on the rise of AI is a form of intellectual laziness

The emergence of giants signifies a mature business model. Although it will reduce speculative space, there is also enough room for error, allowing for the continuous emergence of new forces.

Strategy Founder: The Next 10 Years of Bitcoin

In the next decade, the biggest evolution of Bitcoin is precisely "responding to change with invariance." The four-year cycle is giving way to capital flows such as ETFs, corporate and sovereign reserves, and bank credit, while digital credit and digital currency will grow layer upon layer on top of...

Forbes Special Report: Stablecoin cross-border payments are faster now, but not cheaper yet

Cross-border payments using stablecoins are rapidly expanding, bringing speed and accessibility, but due to insufficient institutional liquidity, they have not yet delivered on their promised cost savings. The technology has been validated, and regulations are improving, but the industry has not yet...

Contents

Popular coins

Latest Crypto News

Read more
iconiconiconiconiconiconicon
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com