Hayes: Stablecoin-Powered Bull Run Reach 2028 Wit 1000X Crypto Picks
For Tokyo WebX conference, Arthur Hayes talk sey stablecoin go fit cause crypto bull market we go last till 2028. He talk sey stablecoin people go keep money for US banks and go buy Treasuries, e go tap into $10–13 trillion Eurodollar market. If federal funds rate drop to 2%, stablecoin supply fit grow reach $10 trillion, e go bring constant liquidity for digital assets. Hayes identify four DeFi platforms—Ethena (ENA), Hyperliquid (HYPE), Ether.Fi (EFT) plus Codex (CDEX)—wey go benefit most from this change. He also talk three speculative tokens we get 1000X chance: T6900, SNORT and SPY. He warn sey social media giants fit open dollar accounts for emerging markets, wey go boost US debt demand more. Traders suppose dey watch capital flow from centralized to decentralized exchanges, track stablecoin use and look for DeFi yield chances inside this long-term bullish trend. Dis no be financial advice; always do your own research.
Bullish
Hayes forecast dey center on big increase of liquidity through stablecoins, weh dey anchored by mandatory US bank reserves and Treasury purchases. This mechanism go provide built-in bond buyer and push capital enter digital assets, boost DeFi platforms and speculative tokens. Short term, traders fit see high demand for stablecoin pairs and DeFi yields, while long-term effects include ongoing bullish momentum as stablecoin supply and US debt demand grow. Historical precedents of liquidity-driven rallies dey support this outlook, making overall impact bullish.