COINOTAG News, December 20, reported that Arthur Hayes signaled a shift from ETH toward high-quality DeFi equities, asserting that improved fiat liquidity could propel these tokens to outperform the broader market.
The report notes that, in the days prior, Hayes had been notably constructive on the crypto cycle, and he reportedly transferred 1,188 ETH to market makers and to CEX as part of liquidity management.
Investors should view this as a liquidity-driven narrative rather than a guaranteed signal, and monitor on-chain metrics and regulator updates for DeFi assets.