Arthur Hayes "Sold all HYPE·NEAR... Expected market peak before September"

BitMEX Co-founder: "Iran War, AI IPO, Trump's Anti-AI Shift... Time to Take Profits"

BitMEX co-founder Arthur Hayes announced today that he has sold all of his holdings in HyperLiquid (HYPE) and Near Protocol (NEAR).

On the 4th, Heize announced via social media, "I have just liquidated all my HYPE and NEAR positions," adding, "I will explain the specific reasons in a post titled 'Reality Check' to be released next Tuesday."

He briefly disclosed four key grounds for his decision to sell. First, he analyzed that geopolitical risks would burden the market, stating, "Energy prices are rising due to the war with Iran and inventory replenishment."

Second, it predicted that the fundraising by AI companies would absorb liquidity in the virtual asset market, stating, "Three large AI projects are scheduled to proceed with initial public offerings (IPOs) from now until the beginning of the third quarter."

Third, Hayes presented a political scenario in which U.S. President Trump would shift to an anti-AI stance to help the Republican Party win the midterm elections. This is judged to be a negative factor for investor sentiment regarding AI-related tokens.

Finally, he emphasized, "The market peak will occur between now and September," adding that it is "time to take profits." This suggests the possibility that the virtual asset market will undergo a correction within the next three to four months.

Hayes is one of the most influential figures in the virtual asset industry, and his portfolio changes and market outlooks receive significant attention among investors. HyperLiquid is a decentralized derivatives exchange token, and Near Protocol is a Layer 1 blockchain project.

Hayes' detailed analysis, set to be released next Tuesday, is expected to contain specific grounds for the current market situation and future investment strategies.

Choi Joo-hoon joohoon@blockstreet.co.kr