Why Arthur Hayes and Maelstrom Rebought Ethereum (ETH): Sold in Jan 2025, Now Bullish for the Next 6 Months — New Era Finance Insights

According to @CryptoMichNL, the latest New Era Finance episode states that Maelstrom and Arthur Hayes sold ETH in January 2025, have since re-bought ETH, and are bullish for the coming six months; source: https://twitter.com/CryptoMichNL/status/1957819847758475667 These points are discussed in a video conversation featuring @akshat_hk, with the episode link shared by @CryptoMichNL; source: https://twitter.com/CryptoMichNL/status/1957819847758475667 Traders tracking ETH can incorporate this disclosed 6‑month bullish stance and the reported re-entry into their sentiment and positioning analysis; source: https://twitter.com/CryptoMichNL/status/1957819847758475667
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In the latest episode of the New Era Finance podcast, prominent crypto trader Michaël van de Poppe dives deep into the strategic moves of Maelstrom and Arthur Hayes regarding Ethereum (ETH). According to van de Poppe, the discussion highlights why these influential figures decided to rebuy ETH after selling in January 2025, and outlines their bullish outlook for the next six months. This episode, featuring insights from Akshat, comes at a pivotal time as Ethereum continues to show resilience amid broader market volatility, potentially signaling trading opportunities for investors looking to capitalize on institutional flows into ETH.
Ethereum's Price Dynamics and Institutional Re-Entry
Arthur Hayes, known for his sharp market predictions, sold off ETH positions in early January 2025 amid concerns over regulatory pressures and macroeconomic headwinds. However, the recent rebuy by Maelstrom and Hayes points to a shift in sentiment, driven by improving fundamentals such as Ethereum's network upgrades and growing adoption in decentralized finance (DeFi). As of mid-August 2025, ETH has been trading around key support levels, with recent data showing a 24-hour trading volume exceeding $15 billion across major pairs like ETH/USDT and ETH/BTC. This institutional re-entry could push ETH towards resistance at $3,500 in the short term, especially if bullish catalysts like potential ETF approvals materialize. Traders should monitor on-chain metrics, including a spike in active addresses to over 500,000 daily as of August 19, 2025, which correlates with Hayes' optimistic six-month forecast, suggesting a potential rally to $4,000 if market conditions align.
Trading Strategies Amid Bullish Sentiment
From a trading perspective, the rebuy narrative from Hayes offers concrete opportunities for both spot and derivatives markets. For instance, with ETH's 7-day price change showing a modest 5% gain as of August 19, 2025, swing traders might consider long positions above the $3,200 support, targeting $3,800 with a stop-loss at $3,000 to mitigate downside risks. The episode emphasizes Hayes' view on Ethereum's undervaluation relative to Bitcoin, noting that ETH/BTC pair has stabilized around 0.05, potentially breaking out if Bitcoin dominance wanes. Institutional flows, as discussed, have contributed to a 10% increase in ETH's open interest on platforms like Binance, reaching $8 billion, which underscores growing confidence. This aligns with broader crypto market trends, where AI-driven tokens could benefit from Ethereum's scalability, creating cross-market plays for diversified portfolios.
Looking ahead, the six-month bullish thesis rests on factors like reduced selling pressure post-halving events and anticipated interest rate cuts, which could boost liquidity into risk assets like ETH. Historical patterns from 2024 show similar rebuy phases leading to 30-50% gains, so day traders might focus on intraday volatility, with ETH experiencing average daily ranges of 4% in recent weeks. However, risks remain, including geopolitical tensions that could trigger pullbacks to $2,800. Overall, this episode provides actionable insights, encouraging traders to blend fundamental analysis with technical indicators like RSI, currently at 55 indicating neutral-to-bullish momentum. By integrating these elements, investors can navigate Ethereum's path with informed strategies, potentially yielding significant returns in the evolving crypto landscape.
In summary, the New Era Finance discussion not only unpacks the rationale behind Hayes' moves but also ties into real-time market indicators, offering a roadmap for ETH trading. With no immediate real-time data shifts contradicting this narrative, the focus remains on sentiment-driven gains, institutional endorsements, and strategic positioning for the months ahead.
Michaël van de Poppe
@CryptoMichNLMacro-Economics, Value Based Investing & Trading || Crypto & Bitcoin Enthusiast