Altcoins will endure even after severe crashes, according to Arthur Hayes.

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about 2 hours ago

AI‑Driven Privacy Demand

Arthur Hayes warned that governments, big tech and AI tools are getting better at tracing blockchain activity. As surveillance improves, users will seek coins that hide transaction details. He singled out Zcash as a prime beneficiary, calling private digital cash essential online.

Altcoin Resilience and Value

Hayes argued that despite skepticism and market crashes, altcoins will persist and some will create lasting value. He dismissed the idea that institutional capital and regulation will eradicate the sector. With millions of tokens competing for liquidity, only the strongest projects are likely to survive.

Hyperliquid and Market Analogy

Among his picks, Hayes highlighted Hyperliquid for its decentralized trading model and tokenomics. About 97% of protocol revenue is returned to holders via buybacks, and no VC tranche exists. He likened altcoins to software startups: most fail, but a few deliver outsized returns, mirroring the stock market.