Post-Merge Ether Will Be a Commodity-Linked Bond, Could Rally to $10K, BitMEX Co-Founder Says

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Post-Merge Ether Will Be a Commodity-Linked Bond, Could Rally to $10K, BitMEX Co-Founder Says
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When the dust settles at year-end, $ETH will be trading north of $10,000, CryptoHayes, co-founder and former CEO of BitMEX, writes. He’s not the only one watching Ethereum’s impending merge. Researchers expect ETH 2.0 to happen at the end of June.

. Once the transition to proof-of-stake is complete, users will be able to set aside – or stake – coins in a cryptocurrency wallet to support network operations in return for newly minted coins.

"The ETH 2.0 merge set to occur later this year will completely morph Ethereum into a proof-of-stake validated blockchain," Hayes said."The native rewards issued to validators in the form of ETH-based issuance and network fees for staking ETH in validator nodes renders ETH a bond.", annualized ether staking yields are likely to be in the range of 10% to 15%, implying positive returns when adjusted U.S. inflation.

However, according to Hayes, for investors to lose money on a five-year ether local currency bond, the token's price would have to decline by nearly 30%, assuming an 11.5% yield – the upper end of researcher. Further, investors can sell a one-year ETH/USD futures contract to hedge the downside risk."The broker quoted me a mid-market premium of +6.90%. That means to hedge my local currency ETH bond, I actually RECEIVE income," Hayes wrote.

Hayes also argued that more institutions might adopt ether following the merge because the proof-of-stake mechanism is considered more environmentally friendly than the supposedly energy-intensive proof-of-work mechanism.

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