Ethereum’s Momentum Set to Ignite DeFi Rally, Says Arthur Hayes

Arthur Hayes, the founder of Maelstrom and a well-known cryptocurrency investor, has heralded the arrival of "ETH szn," a phase where Ethereum's superior performance is anticipated to drive a significant surge in decentralized finance (DeFi). In a post on X dated July 17, Hayes highlighted DeFi tokens as the primary beneficiaries of this trend, asserting that top-tier tokens across all DeFi verticals would experience substantial gains if Ethereum's outperformance continues. With Ethereum's market capitalization approaching $500 billion, the stage is set for a potential DeFi boom fueled by Ethereum's growing dominance in the crypto space. This bullish outlook underscores the interconnectedness of Ethereum and DeFi, suggesting a ripple effect that could elevate the entire ecosystem. As of July 2025, the crypto community is closely watching these developments, anticipating a wave of innovation and investment in DeFi projects backed by Ethereum's robust infrastructure and expanding adoption.

Arthur Hayes Predicts DeFi Rally Fueled by Ethereum's Momentum

Arthur Hayes, founder of Maelstrom and prominent crypto investor, has declared the arrival of "ETH szn"—a period where Ethereum's outperformance is expected to catalyze a decentralized finance (DeFi) boom. His July 17 post on X emphasized DeFi tokens as prime beneficiaries, stating, "The best in class for every DeFi vertical... they will all rip if $ETH continues outperforming."

Ethereum's market cap nears $500 billion amid sustained capital inflows, with Artemis Sector Performance data confirming a tight correlation between ETH and DeFi activity. AMBCrypto identified select DeFi projects already riding this wave, though Hayes refrained from naming specific tokens. The narrative mirrors 2020's "DeFi summer," where ETH-driven liquidity fueled exponential gains across the sector.

SharpLink Boosts Ethereum Investment to $6B Following ATM Funding Amendment

SharpLink Gaming has significantly increased its ethereum investment to $6 billion after amending its sales agreement with A.G.P. Alliance Global Partners. The revised deal now allows for funding of up to $5 billion, marking a substantial commitment to the cryptocurrency.

The move underscores growing institutional confidence in Ethereum as a core asset within digital finance. Market observers note such large-scale allocations often precede broader adoption cycles, particularly when tied to strategic corporate treasury decisions.

Ethereum Price Prediction: Will ETH Break $4K This Month?

Ethereum resurges as market attention returns to its recent price rally. Analysts speculate whether ETH can surpass the $4,000 threshold this month, fueled by renewed investor interest and broader crypto market momentum.

The Kobeissi Letter report highlights Ethereum's bullish trajectory, though key resistance levels remain. Market sentiment appears cautiously optimistic as traders watch for institutional flows and network activity.

Peter Thiel-Backed BitMine Gobbles Up More Ethereum, Hits $1B in ETH Holdings

BitMine, a NYSE-listed firm with backing from Peter Thiel, has significantly expanded its Ethereum holdings, surpassing 300,000 ETH. The milestone values its stash at over $1 billion, signaling growing institutional confidence in the second-largest cryptocurrency.

The accumulation strategy mirrors broader trends of corporate treasuries and investment vehicles diversifying into digital assets. Ethereum's utility as a platform for decentralized applications and upcoming network upgrades may be driving this sustained accumulation.