{"id":30712,"date":"2026-06-04T09:16:30","date_gmt":"2026-06-04T09:16:30","guid":{"rendered":"https:\/\/bitunikey.com\/news\/arthur-hayes-sells-hype-and-near-days-after-bold-100k-wager\/"},"modified":"2026-06-04T09:16:39","modified_gmt":"2026-06-04T09:16:39","slug":"arthur-hayes-sells-hype-and-near-days-after-bold-100k-wager","status":"publish","type":"post","link":"https:\/\/bitunikey.com\/news\/arthur-hayes-sells-hype-and-near-days-after-bold-100k-wager\/","title":{"rendered":"Arthur Hayes sells HYPE and NEAR days after bold $100K wager"},"content":{"rendered":"<p><\/p>\n<div class=\"post-detail__content blocks\">\n<p class=\"is-style-lead\">Arthur Hayes said he sold his entire HYPE and NEAR positions, marking a sharp turn from his recent public support for both tokens.\u00a0<\/p>\n<div id=\"cn-block-summary-block_a676ce3cac56944f2d3bb87f8b75b00a\" class=\"cn-block-summary\">\n<div class=\"cn-block-summary__nav tabs\">\n        <span class=\"tabs__item is-selected\">Summary<\/span>\n    <\/div>\n<div class=\"cn-block-summary__content\">\n<ul class=\"wp-block-list\">\n<li>Arthur Hayes sold his full HYPE and NEAR positions after weeks of public bullish calls.<\/li>\n<li>The sale follows his $100K HYPE wager and earlier $150 price target for August.<\/li>\n<li>Hayes cited Iran-linked energy costs, AI IPOs and political risk as reasons for profit-taking.<\/li>\n<\/ul><\/div>\n<\/div>\n<p><!-- .cn-block-summary --><\/p>\n<p>The BitMEX co-founder said he will explain the move in an essay titled \u201cReality Test\u201d next Tuesday.<\/p>\n<p>The sale drew attention because Hayes had made several bullish posts on HYPE and NEAR in recent months. Reports citing Onchain Lens said he sold 247,334 HYPE tokens worth about $18.02 million.<\/p>\n<p>    <!-- .cn-block-related-link --><\/p>\n<p>\u201cI just dumped my entire $HYPE and $NEAR position,\u201d Hayes wrote on X. He said the decision came before a period when markets may form highs between now and September.<\/p>\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\">\n<div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">I just dumped my entire <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/search?q=%24HYPE&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$HYPE<\/a> and <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/search?q=%24NEAR&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NEAR<\/a> position, I will explain why in my essay &#8220;Reality Test&#8221; dropping next Tuesday.<\/p>\n<p>TLDR:<br \/>\u2013 Higher energy prices due to Iran war and inventory restocking<br \/>\u2013 3 Mega AI IPOs between now and early Q3<br \/>\u2013 Prediction that Trump goes anti-AI to win\u2026<\/p>\n<p>\u2014 Arthur Hayes (@CryptoHayes) <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/CryptoHayes\/status\/2062411523243536428?ref_src=twsrc%5Etfw\">June 4, 2026<\/a><\/p><\/blockquote>\n<\/div>\n<\/figure>\n<h2 class=\"wp-block-heading\"><strong>Arthur Hayes\u2019 $100K HYPE bet returns to focus<\/strong><\/h2>\n<p>The exit comes shortly after Hayes challenged Multicoin Capital co-founder Kyle Samani to a $100,000 charity bet tied to HYPE. Under the proposed terms, HYPE would need to outperform any altcoin above $1 billion in market value between Feb. 10 and July 31.<\/p>\n<p>As previously reported by crypto.news, Hayes made the wager after Samani criticized Hyperliquid\u2019s structure and design. The loser would donate $100,000 to a charity chosen by the winner.<\/p>\n<p>Hayes also published a March thesis that placed HYPE among his strongest liquid crypto positions. In that essay, he set a $150 target for HYPE by August 2026, based on Hyperliquid\u2019s revenue and market-share growth.<\/p>\n<h2 class=\"wp-block-heading\"><strong>Market-top warning drives sale<\/strong><\/h2>\n<p>Hayes listed several reasons for taking profit. He pointed to higher energy prices linked to the Iran war and inventory restocking as one source of market pressure.<\/p>\n<p>He also cited three large AI IPOs expected between now and early Q3. Hayes said those listings could affect capital flows and risk appetite across crypto and equity markets.<\/p>\n<p>A third reason involved U.S. politics. Hayes predicted that President Donald Trump may turn against AI to help Republicans in the midterm elections.<\/p>\n<p>That view places the sale inside a wider macro call. Hayes did not say whether he had closed other crypto positions, but his HYPE and NEAR exit shows a clear reduction in altcoin risk.<\/p>\n<h2 class=\"wp-block-heading\"><strong>HYPE thesis meets market reality<\/strong><\/h2>\n<p>The timing puts Hayes\u2019 earlier HYPE thesis under review. As previously reported, Hyperliquid processed about $2.6 trillion in notional trading volume in 2025, compared with Coinbase\u2019s $1.4 trillion.<\/p>\n<p>That growth helped fuel interest in HYPE as an on-chain derivatives trade. Hyperliquid\u2019s fee model, user growth and buyback structure were central to Hayes\u2019 earlier bullish case.<\/p>\n<p>The sale does not erase that platform data. It does show that Hayes is now separating project strength from market timing.<\/p>\n<p>However, Hayes remains publicly bullish on Worldcoin. He recently said he was holding WLD through a coming listing event, while Maelstrom argued that WLD could benefit from the AI IPO wave.<\/p>\n<p>For now, his HYPE and NEAR sale leaves traders watching his next essay. The key question is whether Hayes is calling a wider market top or rotating capital toward AI-linked crypto assets.<\/p>\n<p>    <!-- .cn-block-related-link --><\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Arthur Hayes said he sold his entire HYPE and NEAR positions, marking a sharp turn from his recent public support for both tokens.\u00a0 Summary Arthur Hayes sold his full HYPE&hellip;<\/p>\n","protected":false},"author":1,"featured_media":30713,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-30712","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cryptocurrency"],"_links":{"self":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts\/30712","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/comments?post=30712"}],"version-history":[{"count":1,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts\/30712\/revisions"}],"predecessor-version":[{"id":30714,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts\/30712\/revisions\/30714"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/media\/30713"}],"wp:attachment":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/media?parent=30712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/categories?post=30712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/tags?post=30712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}