Arthur Hayes has amplified a bullish Worldcoin thesis from Maelstrom, arguing that WLD could become a high-beta proxy for the coming wave of artificial intelligence IPOs. The call centers on a short-heavy setup, a potential balance-sheet bid from Eightco, and a scheduled reduction in WLD unlocks later this month. Hayes, the BitMEX co-founder and Maelstrom chief investment officer, put the argument in his typically blunt style on X. “Read it and weep WLD bears,” he wrote. “This shitcoin is going to moon … cause AI duh. Don’t mid-curve this shit.” The post quoted a Maelstrom research note titled “WLD Hated Rally,” authored by Lukas Ruppert, which frames Worldcoin as an overlooked liquid proxy for exposure to OpenAI-adjacent artificial intelligence upside. Maelstrom’s stated target is $5 by August, though the firm cautioned readers to “DYOR” and said the note was “not financial advice.” Maelstrom Sees Worldcoin (WLD) As An AI Proxy Maelstrom’s core thesis begins with public-market behavio
Bankless co-founder David Hoffman has disclosed how he redeployed capital after selling ETH, revealing a new portfolio tilted toward VVV, NEAR, ZEC, HYPE and LIT. The move marks a notable shift for one of Ethereum’s most recognizable public advocates and has triggered debate over whether Hoffman is rotating into a new long-term thesis or chasing a different segment of the market. In a post on X, Hoffman said he “immediately took ~50% of the capital to VVV, NEAR, ZEC, HYPE” after selling ETH. The other half, he said, was held back for dollar-cost averaging into an asset that had not already moved sharply higher. “I left the rest as capital to DCA into something not already up multiples,” Hoffman wrote, adding that NEAR was an exception because it was “~1.40 at the time.” He then said he had completed that second leg of the rotation: “I’ve finished buying LIT with that remaining 50%.” Why Hoffman Chose LIT As Next Major Crypto Bet The disclosure quickly shifted into a broader discussion
Veteran trader Peter Brandt believes that Bitcoin (BTC) will soon revisit the $50,000 range. Brandt tells his 1 million followers on X that Bitcoin is forming an expanding triangle pattern on the daily chart and may decline more than 14% from its current value. In technical analysis, an expanding triangle pattern, which is also known […]
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DDC Enterprise Limited, the NYSE-listed Asian food platform behind the Daydaycook brand, disclosed on June 3, 2026, that it acquired an additional 90 BTC, bringing total corporate bitcoin holdings to 2,804 BTC. Another Dip Buy as Holdings Near 3,000 BTC The company announced the purchase via its official X account with the note: “When the […]
Hayes' strategic asset liquidation highlights the potential volatility and shifting investor focus amid an anticipated AI IPO surge.
The post Arthur Hayes dumps HYPE and NEAR in profit-taking move ahead of crowded IPO calendar appeared first on Crypto Briefing.
Arthur Hayes Sells HYPER & NEAR: What Investors Must Know
The post Arthur Hayes HYPE and NEAR Offloading: Why Did He Dump? appeared first on 99Bitcoins.
Arthur Hayes, co-founder of BitMEX and Chief Investment Officer of Maelstrom, announced on June 4 that he has exited his entire positions in both Hyperliquid’s HYPE token and NEAR Protocol — reversing two of his most publicly stated high-conviction long calls — citing five macro and geopolitical factors he believes will weigh on risk assets between now and early Q3 2026. Related Reading: Smart Money Keeps Buying HYPE Despite Rising Market Fear – Price Holds Above $70 Level The exit marks a significant about-face for Hayes, who had publicly identified HYPE as one of his two largest positions outside Bitcoin earlier this year — alongside ZCash — with a stated price target of $150 by August 2026, per reporting of his Consensus Miami remarks. HYPE had already delivered returns well above his entry price following a 55% weekly surge that pushed the token above $56 before analyst Ali Martinez flagged an overheated technical setup at the $59–$60 resistance zone. Hayes, it appears, agreed with