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Arthur Hayes Dumps Hyperliquid, NEAR Amid Iran War, AI IPOs

6/5/2026

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Summary

Story summary

Arthur Hayes sold Hyperliquid (HYPE) and NEAR holdings, disposing of 247,334 HYPE for $18 million and leaving the NEAR amount undisclosed.
He said the Iran war, three AI IPOs, and an anti-AI stance by President Donald Trump prompted the exit before Q3 2026, reversing his $150 HYPE target for Aug 2026 and NEAR rally forecast.
Analysts warn AI IPO wave could drain liquidity as HYPE fell 8.4% to $65 and NEAR 17.4% to $2.34 in 24 hours.

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Story summary

Arthur Hayes sold Hyperliquid (HYPE) and NEAR holdings, disposing of 247,334 HYPE for $18 million and leaving the NEAR amount undisclosed.
He said the Iran war, three AI IPOs, and an anti-AI stance by President Donald Trump prompted the exit before Q3 2026, reversing his $150 HYPE target for Aug 2026 and NEAR rally forecast.
Analysts warn AI IPO wave could drain liquidity as HYPE fell 8.4% to $65 and NEAR 17.4% to $2.34 in 24 hours.