Arthur Hayes reverses stance and bets heavily on altcoins, with SEI, SUI, and HBAR leading the market.

1. Arthur Hayes's position has dramatically reversed: from bearish to fully betting on alts.

Industry expert Arthur Hayes, who was once known for his precise predictions, has recently made a significant turn in his judgment of the crypto market. In his latest analysis, he candidly stated: "Previously bearish due to the replenishment of the U.S. Treasury General Account (TGA), but now BTC has broken through its all-time high (ATH) with volume, and ETH's momentum is about to surpass BTC, we must be prepared to welcome a wild altcoin season!"

Hayes emphasized that the current technical and fundamental aspects are resonating, alts will not only rise with BTC, but some coins may even outperform Bitcoin in the short term. This shift quickly attracted the attention of global investors, and the topic of #AltcoinSZN soared in popularity.

2. Altcoin surge warning: SEI, SUI, HBAR lead the market

In the recent rebound, the three major alts demonstrated astonishing explosive power, with gains exceeding double digits, currently experiencing a slight pullback (as of the time of writing):

• SEI Network (SEI): 24H increase of 8%, currently reported at 27.28 rubles;
• Sui (SUI): 24H increase of 14.51%, currently reported at 308.61 Rubles;
• Hedera (HBAR): 24H increase of 9.3%, currently reported at 19.28 rubles.

These emerging public chain projects attract massive capital through technological innovation, with over 80% of alts having outperformed BTC. For Russian miners and traders, such low market cap high growth coins (перспективные альткойны) are becoming core assets to hedge against fiat currency risks.

3. Investor Practical Strategies: How to Layout Alts Season

Based on Hayes' views and market data, it is recommended to adopt the following strategies:

✅ Combination configuration suggestions

1. Main Position: Allocate SEI, SUI and other high-performance L1 public chains
2. Satellite Position: Layout of enterprise-level application tokens such as HBAR
3. Risk Hedging: Retain 20% BTC position to guard against volatility.

⚠️ Risk Warning

• Focus on U.S. Tariff Policy: If Trump implements TACO tariffs, it may trigger a global liquidity squeeze.
• Strict Control of Leverage: Hayes Fund adopts spot bottom fishing.
• Exclusive Recommendations for Russian-speaking Regions: Prioritize exchanges like Gate that support the Russian region to avoid compliance risks.

4. Market Impact: Alts Season or Reshaping the Global Crypto Landscape

Hayes's optimistic forecast is accelerating capital rotation:

• On-chain data: The ETH/BTC exchange rate has broken through the key resistance level of 0.06, indicating the start of alts market.
• Wealth Effect: If the average increase of alts reaches 300% (like in the 2021 cycle), it will create a market value of several trillion dollars.
• Eastern European Opportunities: The OTC trading volume in Russia and CIS countries increased by 47% week-on-week, driven by the depreciation of fiat currency promoting crypto adoption.

Cruel Comparison: Investors who insist on "only buying BTC" have seen returns of less than 20% this round, while Russian traders who invested in coins like SEI/SUI have achieved profits of up to 200%.

Conclusion: Arthur Hayes' epic transition from long to short, combined with technical breakthroughs and geopolitical variables, has pressed the start button for the altcoin season. It is recommended that Russian investors focus on infrastructure tokens (SEI/SUI/HBAR), using a spot accumulation in batches + dynamic profit-taking strategy (DCA Strategy).