Coin Bureau, relaying Arthur Hayes: ETH will underperform

The window it was checked over

ETH closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

What was said around it

In contrast,   Ethereum processed approximately 22 million.  That is a 125x gap. Solana's weekly DEX volume   of 11.49 billion already exceeds Ethereum's at  $7.62 billion. And not just that, Solana has   recently also overtaken Ethereum on real world  asset lending deposits. 1.23 billion versus 1.13   billion. And Hyperlquid, an asset most people had  not heard of 18 months ago, has captured 43% of   weekly crypto fee market share in perpetual  futures. That is the highest margin onchain   market on Earth. Hyperlid's FTV briefly even  surpassed Solana's. Arthur Hayes is now openly   predicting ETH falls out of the top three by 2030.  His holy trinity of positions is near, hyperlquid,   and Zcash. ETH is not on that list. Polymarket  odds of ETH losing its number two market cap   position by the end of 2026 have moved from 17%  in January to 59% as of this month. And perhaps   the most standing signal of all, David Hoffman,  co-founder of Bankless and one of Ethereum's   loudest evangelists for years, liquidated his  remaining ETH holdings. When your own broadcasters   start selling, that is a structurally bearish data  point that no governance reform can ever cover up.   The honest

What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.