Ethereum to $10K? Crypto Founder Exposes the Catalysts Behind the Next Mega Rally
Brace for impact—Ethereum's price isn't just mooning, it's gearing up for a cosmic leap. Here's why $10,000 isn't a pipe dream anymore.
### The Scalability Breakthrough
Layer-2 solutions are eating gas fees for breakfast, and institutional money's finally waking up to staking yields that put traditional bonds to shame.
### The Institutional Floodgates
BlackRock's ETH ETF was just the appetizer. Pension funds are now quietly accumulating—because nothing screams 'hedge against inflation' like an asset bankers still don't fully understand.
### The Defi Time Bomb
Yield protocols are compounding faster than a VC's excuses during a bear market. Every locked dollar drags ETH's supply tighter than a hedge fund's risk management policy.
So is $10K guaranteed? Nothing is in crypto—except the fact Wall Street will take credit for the rally after calling it a scam for a decade.
Ethereum Price Set To Hit $10,000 By Year End
On July 23, Hayes published an in-depth report on Substack, analyzing geopolitical trends and how they could create the ideal conditions for a major Ethereum price surge. The crypto founder has set a bold target of $10,000 for ETH by the end of 2025, attributing the future rally to macroeconomic shifts and increasing institutional appetite.
Hayes believes that as the US leans further into wartime economic policies under President Donald Trump’s reign, a wave of credit expansion could be unleashed—fueling “asset bubbles,” particularly in crypto. According to the BitMEX co-founder, ethereum could benefit most from this environment.
While Bitcoin remains the crypto reserve asset, Hayes notes that ETH has been largely overlooked since Solana’s explosive rebound post-FTX. However, he asserts that the tides are turning, especially among Western institutional investors who are starting to favor Ethereum-based assets. The crypto founder pointed to growing confidence in Ethereum from financial influencers like Tom Lee and a renewed interest in DeFi ecosystems as early signs of a potential breakout.
Hayes’ venture capital firm, Maelstrom, is now also fully committed to ETH and the broader ERC-20 ecosystem. He has declared that the next ”Ether bull run” is imminent, forecasting a 176.3% rise from ETH’s current price of $3,619. Alongside his $10,000 Ethereum target, the crypto founder projected that Bitcoin could skyrocket to $250,000 before the end of the year.
ETH Rally Tied To US Economic And Wartime Developments
In his report, Hayes seemingly connects Ethereum’s upside potential to a broader macroeconomic narrative rooted in fiscal policy and geopolitical conflict. He argues that the US is shifting toward a FORM of state-sponsored capitalism or economic fascism designed to fuel wartime production.
According to the crypto founder, this strategy encourages banks to lend freely to companies without government-guaranteed profits. He noted that when the fiat supply increases without a corresponding rise in raw materials or labor, inflation becomes unavoidable. To manage this, he suggests the government may need to blow bubbles in non-essential assets like crypto, to absorb excess credit without destabilizing essentials like food or housing.
Furthermore, Hayes believes that just as Ethereum stands to benefit from this environment, stablecoins may play a key role in building it. As the crypto market cap grows, so does the amount stored in stablecoins, most of which are reinvested into US Treasury bills. For instance, if the market cap of crypto hits $100 trillion by 2026, the BitMEX co-founder predicts that stablecoins could indirectly fund trillions in government debt, ultimately making crypto an integral player in sustaining wartime fiscal policies.
