Bitcoin and Ethereum Prices Set to Surge Amid Economic Shifts as market eyes U.S. tariff expiration and global credit constraints signal bullish momentum.

Arthur Hayes Signals Major Price Upswing for BTC and ETH

In a recent market insight shared by Foresight News, renowned crypto investor and BitMEX co-founder Arthur Hayes has forecast a potential breakout for Bitcoin and Ethereum. Hayes predicts that Bitcoin could soon test the $100,000 mark, while Ethereum may climb to $3,000, driven by global macroeconomic developments.

His comments come as the market braces for the expiration of the U.S. tariff act in Q3, paired with disappointing non-farm payroll data and tightening credit growth globally. The confluence of these factors, according to Hayes, creates a bullish environment for top cryptocurrencies.

Global Credit Growth Constraints Fuel Crypto Optimism

Hayes emphasized that no major global economy is currently able to generate credit at a pace fast enough to stimulate nominal GDP growth. This stagnation in traditional financial systems creates an opportunity for digital assets like Bitcoin and Ethereum to fill the void.

“In a world where credit is constrained and real yields are falling, crypto becomes the outlet,” Hayes noted.

This evolving macro backdrop supports the thesis that Bitcoin and Ethereum prices could act as inflation hedges and alternative stores of value, especially when confidence in fiat-based systems falters.

Why the U.S. Tariff Act Expiry Matters

The anticipated expiration of the U.S. tariff act is a key catalyst in Hayes’ projection. This development could shift investor behavior and impact U.S. trade policy, thereby indirectly influencing financial markets, including crypto.

• Lower tariffs may stimulate risk appetite across global markets
• Weakening U.S. dollar could drive institutional investors toward BTC and ETH
• Liquidity repositioning may favor decentralized assets over equities

These potential market shifts could provide the momentum Bitcoin and Ethereum need to break resistance levels and set new multi-year highs.

Bitcoin Nearing $100K: Is the Market Ready?

Bitcoin’s trajectory toward $100,000 has been speculated on for years, but Hayes’ remarks add credibility to the short-term timeline. Market data supports this sentiment, with on-chain indicators showing:

• Rising number of long-term holders
• Shrinking exchange reserves
• Increased miner accumulation

Such metrics typically suggest a supply squeeze, which, coupled with growing demand from institutions and retail, could push Bitcoin beyond its previous all-time high.

Ethereum Eyes $3,000 as DeFi and Staking Gain Traction

While Bitcoin grabs headlines, Ethereum’s projected rise to $3,000 is equally noteworthy. Ethereum has rebounded sharply in 2025 due to:

• Wider adoption of staking protocols
• Layer-2 scaling upgrades improving efficiency
• Growing DeFi ecosystems bringing real-world value

Analysts believe Ethereum’s utility-driven model, which spans NFTs, smart contracts, and decentralized apps, positions it as more than just a digital currency, it’s a foundational layer of Web3.

With market volatility cooling and Ethereum 2.0 staking participation on the rise, a push toward the $3,000 level appears increasingly likely.

Investor Sentiment Shifts: Risk-On or Risk-Off?

The sentiment in both traditional finance and crypto markets is shifting toward a risk-on stance, particularly as global economies struggle with inflation and stagnant wage growth. Investors are increasingly looking to:

• Diversify away from fiat and bonds
• Gain exposure to non-sovereign assets
• Hedge against uncertain monetary policies

In this landscape, Bitcoin and Ethereum prices reflect a broader transformation in how investors perceive value and stability.

What This Means for Traders and Institutions

For short-term traders, the projected surge offers volatility and potential breakout trades. For institutional investors, it signals an opportunity to enter or expand positions before momentum drives prices into higher ranges.

Strategists recommend:

• Watching macro data releases like the CPI, PCE, and non-farm payrolls
• Monitoring wallet activity and exchange flows for early trend signals
• Staying updated on regulatory developments tied to crypto policy

Potential Roadblocks to the Bull Run

While optimism is rising, some caution remains. The crypto market still faces hurdles:

• Geopolitical tensions could spark risk aversion
• Regulatory pressure in key markets like the U.S. and EU
• Market overreaction to inflation data or Federal Reserve guidance

Still, the fundamentals supporting the Bitcoin and Ethereum price projections remain strong, particularly if the U.S. tariff act expiration unfolds as anticipated.

A Broader Trend: Crypto as an Economic Indicator

This evolving narrative positions Bitcoin and Ethereum as more than speculative assets. They are now viewed as:

• Indicators of economic stress and resilience
• Vehicles for capital preservation in a tightening world
• Tools for bypassing slow-moving financial systems

As traditional credit systems stall, the crypto market’s liquidity and efficiency offer an alternative that’s becoming harder for both individuals and institutions to ignore.

Conclusion

The forecasted surge in Bitcoin and Ethereum prices reflects deepening macroeconomic shifts and a growing recognition of crypto’s role in global finance. Arthur Hayes’ analysis underscores the possibility of Bitcoin testing $100,000 and Ethereum reaching $3,000 in the near term, fueled by a mix of policy decisions, inflation fears, and digital adoption.

As the world watches for the U.S. tariff act’s expiry and the next set of employment data, investors are positioning themselves for what could be one of the most pivotal crypto rallies in recent history. Whether you’re a trader or a long-term holder, now is a crucial time to watch how the macro winds will shape the future of digital assets.

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