Arthur Hayes said in his latest article that Maelstrom’s preferred crypto assets have not changed, with a long-term structural bullish position in Bitcoin still serving as the anchor of the portfolio. For more speculative short-term trades through the end of 2026, he named ETH, ENA and ETHFI, assigning target prices of $10,000, $0.5 and $2, respectively. Hayes also made a joke about his former ZEC position, saying he had no idea where it went and guessing that AI stole it from the Orchard pool. Odaily noted that Orchard is Zcash’s shielded pool and said the comment was a tongue-in-cheek way of indicating that Hayes no longer holds a Zcash position. The remarks were published by Odaily in a newsflash item.
Arthur Hayes said in his latest article that Maelstrom’s preferred crypto assets have not changed, and that the fund’s long-term structural bullish Bitcoin position remains the anchor of its portfolio.
He said that, through the end of 2026, its more speculative short-term bets are ETH, ENA and ETHFI, with target prices of $10,000, $0.5 and $2, respectively.
On ZEC, Hayes wrote: “Where did my ZEC go? God knows, I guess AI stole it from the Orchard pool.” Odaily added that Orchard is Zcash’s shielded pool, and said the remark was a joke indicating that Hayes no longer holds a Zcash position.
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