Reasons to trust
Strict editing policy focusing on accuracy, relevance and fairness
Created by industry experts and meticulously reviewed
The highest standard for reporting and publishing
Strict editing policy focusing on accuracy, relevance and fairness
The soccer price for the Lion and Player is soft. I hate each of my arcu lorem, ultricy kids, or ullamcorper football.
Arthur Hayes has a clear answer to the battle of his favorite bars in the market. In an August 21 interview with Ran Neuner, the Bitmex co-founder said that both Ethereum and Solana will rally together violently, but he has explicitly leaned towards ETH for the rest of the cycle. “Do you think Solana will go up? It will definitely go up. Do you think it will go up above ETH? I don’t know. Probably not,” Hayes said. He didn’t hedge when he pushed the portfolio structure.
Ethereum Vs. Solana: Who will win this cycle?
Neuner framed a conversational context, from “Solana only” to Ethereum-led trade. This turned ETH into “Wall Street’s beloved assets” by citing a sequence of catalysts from Stablecoins to Marquee Advocates. Hayes did not dispute the premise. Instead, he described the contest between the two chains as “racial.” It is now increasingly defined by the size of capital that is now zero in Ethereum. In other words, if the flow is thick enough, the size is not a bug. This is the feature that guides the biggest bid.
Related readings
That flow first view explains why Hayes sees Es’ upside acceleration when resistance is convincingly cleared. In response to Neuner’s observation that Bitcoin is far above previous all-time highs while ETH “struggles to break,” Hayes has increased his eyesight beyond catching up to open-ended momentum. He added in a shorter time frame, “The chart says it’s now higher,” and that he “buys back some of the ETH” he previously sold.
This doesn’t mean that Hayes is bearish towards Solana. He advised Upexi, a Nasdaq-listed company with a Treasury Ministry focused on Solana, reiterating his expectations that Sol would benefit from the same risk-on current. However, he returned to his relative case, even in his proximity to Solana’s ecosystem.
Related readings
Neuner has dullly summed up the story shift. “We captured this massive Wall Street story,” announced by famous assets such as Josephulvin and Tom Lee, who placed their megaphones behind Ethereum after “The Sol Cycle,” as well as tokenized assets and well-known champions.
Hayes’ answer wasn’t to trust high-tech stacks. Neuner even joked about Solana as a “fast monolithic chain,” but it’s about locking in capital formation and passive demand es-over calls that assemble Ethereum’s market structure. Just as vehicles and public finance companies within the facility revert fresh inflows, “larger assets moving” become the natural sink of the thickest flow.
Thus, Hayes’ comparison views rest on three pillars of record. First, positioning: he is overweight ETH and SOL on a percentage basis. Second, Flow: He expects more money to chase ETH at this stage of the cycle despite (and therefore), despite the larger base. Third, Trajectory: As ETH maintains a breakout, he takes over the “Sky Limit” dynamics, with cycle targets reaching $10,000-$20,000 at ETH. Solana’s advantages remain, but the winner is Ethereum, the winner of Hayes’ numbers and his own book.
At the time of pressing, ETH traded for $4,285.
Featured images created with dall.e, charts on tradingview.com
Discover more from Earlybirds Invest
Subscribe to get the latest posts sent to your email.
