The name of Arthur Hayes is likely to be added to the list of "top-tier scumbags" in the crypto circle.

Not long ago, this BitMEX founder and industry top OG publicly called for a rally, claiming that HYPE will soar to $150 by August 2026. To prove his confidence, he even boldly made a $100,000 charity bet, boasting that $HYPE would certainly become one of the top 10 tokens performing best by the end of 2026. However, the slap in the face came faster than a tornado. Just a few days later, on-chain data caught him surprisingly liquidating all his HYPE positions.

As a result of this major bearish event, $HYPE plummeted about 7-11% in the short term, briefly dipping towards $67. This action sparked a colossal controversy in the community. What happened to the promise of "holding hands and taking the mainnet away"? Why did the big name sell out just like that?

Today, we will thoroughly unveil the four core macro and political reasons behind Arthur Hayes' sudden liquidation.

1. Escape the peak narrative: He expects the global market to peak before September

Arthur Hayes is essentially a highly perceptive macro hedge fund manager, and all his operations are built upon the global liquidity cycle.

 

• In his latest macro assessment, he explicitly expressed concern for the third quarter (Q3) of this year, believing that global risk assets (including U.S. stocks and cryptocurrencies) are very likely to reach a significant peak before September.
• Since he anticipates a mid-term peak, it aligns with his usual "locking in profits" style to cash out his already highly profitable positions into the most liquid hard currency before liquidity runs dry.

2. Geopolitical crisis: Middle Eastern conflict drives up energy prices, the ghost of inflation resurfaces

Another heavy pressure from a macro perspective comes from geopolitical factors.

 

• The escalating Middle Eastern conflict is becoming a black swan for the global economy. The most direct consequence of the conflict is the rise in global energy and oil prices.
• The surge in energy prices will directly lead to stubborn inflation re-emerging, forcing the Federal Reserve and other central banks worldwide to maintain high interest rates for an extended period, or even return to tightening. This is akin to pulling the rug out from under the crypto market, which relies on cheap liquidity.

3. Capital diversion: "Drainage effect" from the big AI company IPO wave in Q3

The third quarter (Q3) is approaching a wave of epic large AI company IPOs (Initial Public Offerings).

 

• As an enthusiastic supporter of AI, Hayes understands that once these AI giants representing the most advanced productivity go public, they will have a terrifying "capital siphoning effect" on the tech capital market.
• Long positions in traditional finance and the crypto market are likely to be diverted significantly by this new wave of technology. Instead of staying stubbornly on-chain, it is better to proactively free up funds to welcome the upcoming AI capital feast.

4. Political headwinds: Potential political risks 

This might be the most unexpected yet fitting point regarding Hayes' risk-averse logic.

 

• With the changing political landscape, potential political risks are looming. The market is beginning to worry that Trump might take certain stern anti-AI political stances or regulatory policies in the future to protect traditional domestic jobs or due to ideological considerations.
• This potential political headwind would not only devastate tech stocks but would also impact crypto infrastructure projects closely tied to high-performance computing and decentralized AI concepts. Hayes clearly chose to preemptively avoid potential political explosions before any policy boots hit the ground.

5. Don't panic about the whales selling! How to leverage AiCoin to gain insights into the entire whale market?

Arthur Hayes' sudden liquidation once again sounds the alarm for all retail investors: in Web3, monitoring the wallet movements of top-tier whales is a thousand times more important than listening to their public calls!

If you don't want to become the next recipient left dazed by a whale's dump, you need a system that can monitor all smart money across the network in real-time, your "far-sighted eye" system.

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AiCoin's newly launched Hyperliquid whale real-time dynamics and account-level data package is the perfect tool tailored for you:

 

• Account-level whale liquidation points across the entire market: Accurately pinpoint the liquidation prices, directions, and scales of every whale holding large positions.
• Whale activities and profit/loss status across the entire market: Real-time tracking of whales' opening and closing positions, fund flows, and even their realized/unrealized profits and losses.
• Account-level holdings/trading/order flow across the entire market: Perfectly covers the current real positions and historical transaction trails of whales.
• On-chain verification of all node data: Cross-verified with underlying data and account trading behaviors to eliminate all false and deceptive flows.

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Although the whales can run fast, their on-chain traces can never be erased. With this set of tools, whether it's Arthur Hayes or other institutional super whales, just a little movement from them and you can clearly see it on the AiCoin data radar, truly resonating in sync with smart money!

Hyperliquid: Breaking traditional barriers, rapid configuration of core assets

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Now use the exclusive AiCoin invitation code AICOIN88 to register for Hyperliquid, and enjoy a permanent 4% rebate on transaction fees.
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- "AiCoin PC Hyperliquid Authorization Trading Tutorial":

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