Prediction record

50% outcomemarkets

The crypto market will enter a strong Sino-American bull market in 2025

A scored record for Arthur Hayes, made on .

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Scored record

50% outcomemarkets

China will finally unleash its long-awaited Bazooka fiscal stimulus. The 2025 Sino-American crypto bull market shall be glorious

The crypto market will enter a strong Sino-American bull market in 2025

Made on
2024-08-12
Outcome
50% outcome
Importance
3 / 5
Contribution
+2.27

Criterion

Resolution status
resolved
Resolved on
2025-12-31

The crypto market experiences a strong bull market (broad, sustained price appreciation) during 2025.

Criterion requires a STRONG, BROAD, SUSTAINED bull market during 2025. Evidence is mixed but net-negative on the 'sustained' element: crypto appreciated to a fresh Oct ATH (~$126k) but the rally reversed sharply, with BTC ending the year near $87k (approximately flat-to-down on the full year) and sentiment in extreme fear. The mid-year appreciation is real and should be weighed against the full-year collapse; this is not a genuine authenticity/ambiguity case, so no needs_human_review flag. The claim also specified a 'Sino-American' (US-China-driven) character; the surfaced sources frame 2025's moves around Fed/macro and tariff/shutdown shocks rather than a China-led bull, but I resolve strictly to the verifier's written criterion (broad sustained appreciation). No outcome value (o) assigned — scoring is a later stage.

Sources

  • Water, Water, Every Where

    Substack ·

    Source

Outcome evidence

  • Bitcoin set a new all-time high of ~$126,200 on Oct 6, 2025 (up from a ~$93k start-of-year level), representing genuine appreciation through the first three quarters of 2025.

    Evidence

  • The rally was not sustained: an Oct 10 flash crash liquidated ~$19B; Bitcoin fell below $80,000 and closed the year near $87,000 — roughly flat-to-down versus its ~$93k start-of-2025 level. CoinDesk characterized the year as a 'forward-loaded' bull run that 'then collapsed' and 'missed most forecasts in 2025.'

    Evidence

  • Year-end sentiment was 'extreme fear': the Crypto Fear & Greed Index fell to 20/100 on Dec 26, 2025, with total crypto market cap near $2.26T and momentum fading through December.

    Evidence

Corrections

No public corrections.

Score contribution

+2.27
Confidence
85%
Outcome
50% outcome
Importance
3 / 5
Contribution
+2.27

This page displays the scored record as published; the website doesn't recompute or adjust the score.

Provenance

The crypto market will enter a strong Sino-American bull ma…
Methodology version
v1.0.0
Last computed
July 5, 2026
Made on
2024-08-12

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