Crypto Hedge Fund Predicts Ethereum’s “Next Revaluation Phase” if Liquidity Keeps Rising – $ETH to 10K Realistic?
Could Ethereum actually hit $10,000 this cycle? Crypto hedge fund XWIN Finance believes the reply lies in liquidity dynamics.
As international M2 cash provide reaches report highs and trade reserves plummet, XWIN analysts argue that Ethereum is approaching its “revaluation section,” a structural shift that might ship ETH surging to 5 figures if present traits maintain.
Over the previous three years, the U.S. M2 money supply has entered a renewed enlargement section, hitting a report high of roughly $22.2 trillion.
JUST IN
: U.S. M2 Money Supply jumps to a brand new all-time high of $22.2 Trillion
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— Barchart (@Barchart) September 23, 2025
Bitcoin has been the primary to seize this “liquidity wave,” climbing greater than 130% since 2022 and exhibiting an exceptionally high correlation with M2 of round 0.9.
Exchange Supply Shock and M2 Expansion Shows ETH to $10k is Realistic
Ethereum, in contrast, stays behind, having risen only about 15% throughout the identical interval. This hole represents a transparent “liquidity lag,” nonetheless, on-chain data suggests this hole could also be closing.
Exchange reserves have fallen to around 16.1 million ETH, down greater than 25% since 2022, indicating a structural decline in promoting strain.
Netflows to exchanges have remained persistently damaging, exhibiting that ETH is being withdrawn into self-custody or staking contracts.
Meanwhile, the Coinbase Premium Index has turned optimistic once more, pointing to renewed shopping for curiosity from U.S. establishments.
These indicators mirror circumstances noticed in early 2020 and 2021, each of which have been precursors to main Ethereum rallies.
Historically, Ethereum tends to lag behind Bitcoin within the early levels of financial easing cycles.
Yet when BTC dominance falls below 60%, capital typically rotates into the altcoin market, and the ETH/BTC ratio begins to climb.
That sample seems to be rising once more, suggesting that 2025 may mark a shift from a Bitcoin-led section to an Ethereum- and altcoin-led section.
All of this makes the Q4 target of $10,000 ETH look inside vary, and if that occurs, it might not be the results of speculative extra however a pure end result of liquidity biking by means of the crypto market.
Arthur Hayes: Trump’s Wartime Economy Could Push $ETH to $10K by Year-End
Arthur Hayes, co-founder of BitMEX, also believes that $10,000 Ethereum by the top of 2025 appears effectively inside attain.
In a July blog post, Hayes laid out his thesis, tying the potential worth surge to U.S. President Donald Trump’s financial insurance policies and what he describes as a shift to a wartime economic system.
BitMEX Co-Founder @CryptoHayes predicts Bitcoin may attain $250,000 and Ethereum $10,000 by the top of 2025 as macroeconomic traits gas the crypto bull market.#Bitcoin #Crypto #BullMarkethttps://t.co/vf4Qpuihjo
— Cryptonews.com (@cryptonews) July 23, 2025
According to Hayes, the return of Trump has introduced in a credit-heavy financial technique designed to improve industrial output, particularly in areas like uncommon earths and protection manufacturing.
Hayes believes this method, which mirrors points of financial planning in China, will flood the system with credit score.
That, he argues, will create favorable circumstances for danger property, particularly prime cryptocurrencies like Bitcoin and Ethereum.
Ethereum has now reclaimed the $4,600 level, gaining 11.34% prior to now seven days with a market capitalization of $561.93 billion.
CoinShares’ recent report has proven that U.S. spot Ethereum ETFs, alongside Ethereum digital asset treasuries, have been driving ETH’s worth rally.
Ethereum noticed inflows totaling $1.48 billion final week alone, pushing whole year-to-date (YTD) inflows to a report $13.7 billion, shut to triple that of final 12 months.
And it’s attainable that ETH ETFs will solely get busier within the coming months, with main asset supervisor Grayscale submitting immediately to add staking to its Ethereum ETF.
Kevin Rusher, founding father of RAAC, a real-world asset borrowing and lending ecosystem, argues that Ethereum’s days under $5,000 could quickly be over.
“While the crypto market is experiencing a short-term sell-off after ETH hit shut to all-time high over the weekend, the market returns for ETH have been eye-popping over the medium time period,” Rusher stated.
Combined with staking yields and institutional adoption, such circumstances may create what he calls “fiery demand” for ETH.
$4,800 Resistance Tested Again: Can ETH Break Through to $7K-$10K?
On the technical entrance, the weekly Ethereum chart exhibits a key inflection level as worth as soon as once more exams the main resistance zone round $4,800, a stage that has rejected ETH a number of instances since 2021.
The repeated tops close to this area type a broad triple-top sample, indicating heavy provide strain just under the all-time high.
The present transfer has pushed Ethereum above the 78.6% Fibonacci retracement stage, suggesting the market is making an attempt to full a full cycle towards the 100% extension close to $4,917.
A confirmed breakout and weekly shut above this resistance may set off a robust continuation section, with Fibonacci projections putting medium-term upside targets between $7,000 and $10,000, relying on the power of the breakout.
Conversely, failure to break by means of could lead on to a short-term retracement towards the $3,500–$3,800 zone, which aligns with the 61.8% retracement space and rising trendline assist.
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