Haciyev Reşit 
Arthur Hayes, one of the most prominent investors and commentators in the crypto world, shared a striking analysis in his latest blog post. He stated that he expects tens of times growth in three specific altcoins, while also highlighting that the stablecoin ecosystem is poised to bring a major revolution in the near future.
Stablecoins and Their Future Role
Hayes emphasized that stablecoins will not only reach millions of users but will also evolve into a structure capable of bypassing major financial institutions. Through the Maelstrom fund, he revealed that they are investing in projects connected to stablecoins, highlighting infrastructure projects that stand to benefit from this ecosystem’s growth.
Massive Growth Expected in 3 Altcoins
- HYPE (Hyperliquid): Hayes predicts Hyperliquid will grow through fees from stablecoin-based derivatives, with a potential 126x increase. Annual transaction fees could reach $258 billion by 2028.
- ENA (Ethena): Powered by interest revenue from its stablecoin USDe, Hayes expects ENA to generate $25 billion in interest income by 2028, projecting a 51x growth.
- ETHFI (Ether.fi): This project could generate $2 billion in annual revenue from stablecoin transactions, with Hayes forecasting a 34x increase.
Exciting New Project: Codex
Hayes is particularly excited about Codex, a project that has not yet issued a token. Codex enables companies to accept stablecoin payments, convert to fiat, and manage accounting. Hayes suggests that when Codex eventually launches its token, it could revolutionize not only payment infrastructure but also credit systems.
U.S. Economy and Stablecoins
Hayes argued that the Trump administration would not prioritize closing budget deficits. “Trump’s only ideology is to win elections,” he stated, predicting increased spending and growing debt. According to Hayes, the U.S. may use stablecoin issuers to bring external dollar liquidity back into the country, potentially leveraging stablecoins as a financial tool.
Conclusion
Arthur Hayes’ insights indicate that the stablecoin ecosystem could significantly impact not only crypto markets but also the global financial system. His bullish projections for HYPE, ENA, and ETHFI, along with attention to new projects like Codex, are capturing investor interest and warrant close attention in the crypto space.