Arthur Hayes dumps HYPE, NEAR, Worldcoin altcoins, warns AI peak
The former BitMEX CEO is rotating out of HYPE, NEAR, and Worldcoin on the bet that fiat liquidity is fully absorbed by AI — and Bitcoin won't be the safe haven if that bid breaks.
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The former BitMEX CEO is rotating out of HYPE, NEAR, and Worldcoin on the bet that fiat liquidity is fully absorbed by AI — and Bitcoin won't be the safe haven if that bid breaks.
The CoinDesk 20 closed the session at 1812.32, up 5.9% (+100.88) since Friday at 4 p.m. ET. All 20 constituents traded…
A clean 20-for-20 down day is rarer than the index level itself suggests — when breadth is universal, the move usually reflects a macro pulse, not an asset-specific story.
Nineteen of twenty constituents are green in the broadest-based rally the index has posted this quarter, with AI-token TAO joining NEAR Protocol at the top of the leaderboard.
The BitMEX co-founder disclosed his exit only after prices rolled over, leaving all three names back where they were before his call went public.
The market-cap gap is still ~38x in Solana's favor, but HYPE's perps volume and fee capture have structurally outgrown what a pure L1 should be earning on-chain.
Arthur Hayes has fully exited his HYPE and NEAR positions, citing two macro-level catalysts as the reason: the…
The BitMEX co-founder is closing his HYPE and NEAR longs ahead of a Tuesday essay arguing that an energy-shock + AI-IPO combo hands Trump an anti-AI lever into 2026.
Hayes is rotating out of crypto into cash as energy costs, an AI-IPO pipeline, and election-year politics converge into a textbook late-cycle setup — the kind of de-risking that has historically…
Arthur Hayes, co-founder of BitMEX and one of crypto's most closely watched macro traders, has liquidated his entire…
The Bankless co-founder's public reallocation cuts his ETH exposure to zero and concentrates 50% across four mid-cap tokens — a notable signal from one of Ethereum's most prominent retail-side…
The leaderboard is a mix of AI-adjacent names and mid-cap infrastructure — a reminder that the year's outsized returns have clustered outside BTC and ETH, not in them.
The May rally tracks real protocol substance — automatic network scaling lands in June and the AI-agent use case is what the upgrade is being built for.
A single wallet opening a leveraged long plus laddered limit adds is a positioning signal, not a thesis — but $8.45M of skin in the game from one address is the kind of footprint traders watch for…
BitMEX co-founder Arthur Hayes has publicly shared a long-term NEAR Protocol chart, declaring "we got a long way to go"…
The leg up is driven by $19B in NEAR Intents volume and a celebrity nod from Arthur Hayes, but the June dynamic resharding upgrade is what could turn a 90% monthly run into something structural.
Bitwise's NEAR ETP is pulling fresh inflows, Hayes tagged the token as part of crypto's 'holy trinity' of altcoins, and a June resharding upgrade lands as the L1 leans into AI and privacy narratives.
A 19% surge in a single index constituent while the broader CoinDesk 20 barely moves is the cleanest signal of rotational, not broad-based, risk-on.
The June upgrade automates shard splits and bolts on post-quantum signing — and the bid is already in: $7M into Bitwise's NEAR staking ETP this week, with NEAR up roughly 30% to $2.25 as the top…
SUI, AVAX, NEAR, INJ, TIA, IMX and AXS have moved past the supply overhang that typically pressures early-stage tokens, while APT and JTO approach their final unlocks later this year.