Crypto & personal perspective as US public debt rises sharply

Recently, I watched a Q&A session with Arthur Hayes – an influential figure in the crypto space. Below is a quick summary of the notable points, along with my perspective:

🔹 Can Bitcoin reach $1 million?

Hayes believes that BTC hit the bottom on April 9 due to capital inflows from increased US borrowing. He predicts:

• BTC could reach $200K in a few months,

• $250K by the end of 2025,

• And $1M by the end of Trump's term (2028).

→ I think this is feasible if the US continues to pump money as it is now.

🔹 Altcoin season Q3/2025

When BTC surpasses $110K and approaches the $150K–$200K range, altcoins could explode. But Hayes warns that only projects with real users and real revenue will rise significantly.

→ I will filter coins carefully, avoiding “zombie” projects.

🔹 ETH vs SOL: personally choosing ETH

Hayes favors Ethereum for its large ecosystem, many developers, and high security. He predicts ETH could surpass SOL in the next 18–24 months.

→ I am still DCAing ETH regularly because I believe this is a solid foundational coin.

🔹 Gold – accounting for 20% of the portfolio

Hayes is holding physical gold and gold mining stocks. He believes the price could rise to $10K–$20K/oz if the US revalues gold.

→ I haven't entered gold yet, but I am considering it.

🔹 Does Trump support crypto?

Hayes hopes so, but advises not to have overly high expectations as crypto is not a political priority.

→ In my opinion, technology and capital flow are the main factors.

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In summary: If the predictions hold true, the market will be extremely lively. But choosing the right projects and maintaining discipline are still key.

What coins are you holding for this cycle?