#HYPEHolderRotation

9.7M viewing|5K post

About HYPEHolderRotation

Arthur Hayes sold 247,334 HYPE (~$18.02M) and exited his NEAR position just 3 days after confirming a bet, saying he'll explain next week. Meanwhile, a16z-linked addresses accumulated 687,000 HYPE over four days via TWAP, bringing 2026 holdings to $463M with $141M unrealized gains. Former top short Loracle also flipped long at $8.6M. With the largest holder out and institutions quietly loading, the position structure is reshuffling fast heading into the most contested phase of this trade.

HYPEHolderRotation Popular posts

Quinten | 048.eth
Quinten | 048.eth
After shilling only 3 things in the past period: $ZEC, $HYPE and $NEAR, Hayes dumped all 3 of them. They are all crashing heavily as we speak: $ZEC -33% $NEAR -25% $HYPE -14% The critical bug found in $ZEC, very understandable that he sold it. The other 2 are fundamentally not different from last week when he called it the holy trinity. I find this extremely fishy behavior.
Arthur Hayes
Arthur Hayes
The Holy Trinity is dead. Sadly due to the Orchard Pool exploit, I had to dump our entire $ZEC bag. - While I think it's extremely unlikely of any minting, it cannot be formally cryptographically proved impossible - The privacy from AI, govt, big tech narrative demands perfection not improbability - I read about the exploit yday, and didn't appreciate how it violated my narrative mental map. The 30% dump, made me rethink, and I had to take profit on the entire position - We will consistently re-evaluate our thinking and if my assumptions are proven incorrect, will rebuy, hopefully at lower prices. - Privacy is priceless and I have no issue eating humble pie and rebuying much higher. We still hold $WLD and are excited for Lord Elon to pump our bags.
若曦 bibi
若曦 bibi
Hyperliquid (HYPE) dropped around 16% in 24 hours, falling from a recent all-time high near $76 to the $60 area, wiping out over $3B in market capitalization. BitMEX co-founder Arthur Hayes reportedly exited his entire position (~$18M), adding to short-term market caution and sentiment pressure. The $60–$64 zone is now a key support level. Holding this range could allow a rebound toward $70–$80, while a breakdown below $60 may open a deeper move toward $55–$53. Broader market weakness, with Bitcoin around $62K and Ethereum near $1.7K, continues to amplify downside pressure across altcoins amid elevated liquidation risk.
Zoey Blaze
Zoey Blaze
🗞️ Top 10 Market & Tech Headlines (Today) 🔸 US crypto tax shift incoming? A key US House committee is reportedly preparing to advance crypto tax legislation as early as Friday, per Bloomberg—potentially reshaping reporting and compliance rules for digital assets. 🔹 SpaceX + AI revenue shock projection Goldman Sachs estimates SpaceX could scale AI-related revenue by 100x to $322B by 2030, with total revenue potentially reaching $474B, according to FT reporting. 🔸 Anthropic warns on AI acceleration risk Anthropic is calling for a global pause in advanced AI development, citing concerns that frontier models may soon gain the ability to self-improve autonomously. 🔹 Big banks move into tokenized deposits JPMorgan, Citi, and other major US banks are planning a tokenized deposit network next year to compete with stablecoins and crypto-native settlement rails. 🔸 Japan tightening policy signals The Bank of Japan is expected to raise interest rates to 1%, conditional on geopolitical stability—signaling continued normalization after years of ultra-loose policy. 🔹 Crypto sentiment hits extreme fear The Crypto Fear & Greed Index has dropped to 12, indicating deep capitulation-level sentiment across digital asset markets. 🔸 Apple’s AI Siri upgrade incoming Apple is reportedly preparing a major Siri upgrade for September, with backend support involving Google and Nvidia technology partnerships. 🔹 Bitcoin-backed mortgage milestone claim Coinbase claims the first Fannie Mae-backed US mortgage has been issued using Bitcoin as collateral—marking a potential bridge between TradFi and crypto collateral systems. 🔸 Cramer commentary stirs crypto debate Jim Cramer suggested Michael Saylor’s actions are influencing crypto volatility, while also implying Bitcoin’s strength has been unusually tied to his activity—sparking debate in trading circles. 🔹 Arthur Hayes de-risks aggressively Arthur Hayes reportedly exited $HYPE and $NEAR positions, citing rising energy costs, looming macro peaks, and expectations of a market top before September. #DailyOrbit #AnthropicSafetyParadox
Blue sky ✅
Blue sky ✅
#GrayscaleHYPEETF is quickly becoming one of the most important narratives in crypto this week. Grayscale officially launched the Hyperliquid Staking ETF ($HYPG) with a management fee of just 0.29%—currently the lowest among HYPE-focused spot ETF products. The fund also offers exposure to staking rewards, adding another layer of yield for investors seeking both growth and passive returns. The early numbers are drawing attention: • $2.99M net inflows on day one • More than $40M in HYPE accumulated by a whale through TWAP purchases across multiple wallets • 557,400 HYPE (~$41.5M) moved from exchanges directly into staking • Growing institutional interest in the Hyperliquid ecosystem However, the market is also watching a key catalyst. On June 6, approximately 9.92M HYPE tokens (~$684M, 2.54% of total supply) are scheduled to unlock. The event could introduce short-term volatility while simultaneously testing the strength of current demand. The bigger picture remains clear: capital is increasingly rotating toward crypto assets that combine strong on-chain activity, staking yield, and institutional accessibility. Hyperliquid now sits at the center of that conversation. If ETF inflows continue to accelerate and newly unlocked supply is absorbed efficiently, $HYPE could remain one of the most closely watched assets in the market over the coming weeks. #GrayscaleHYPEETF $BTC $HYPE $SOL @OKX Orbit @OKX星球 @OKX中文
Wind•Crypto✅
Wind•Crypto✅
$HYPE CONTINUES TO SHINE IN A SEA OF RED Spot ETF Flows $BTC: -$54.3M (excluding BlackRock) $ETH: -$1.4M (excluding BlackRock) $SOL: -$12.8M $XRP: No reported flows $HYPE: +$3M While capital continues to leave much of the market, HYPE is quietly doing the exact opposite. - HYPE ETFs continue to attract positive inflows. - HYPE has officially surpassed SOL in price for the first time. - Hyperliquid has climbed to the #2 spot in staking market capitalization, strengthening its position in the industry. What's remarkable is that HYPE keeps attracting capital even as Bitcoin struggles and overall market sentiment turns increasingly fearful. When most assets are fighting against outflows, HYPE continues to stand out as a destination for fresh liquidity. Anyone can look strong in a bull market. The real winners are the assets that keep attracting capital when the rest of the market is under pressure. #GrayscaleHYPEETF #KalshiBTCPerps #OKXBeautifulGame $BTC $ETH $HYPE
HYPEUSDTperpetual50xBuyOpen position
Trade
Alex E
Alex E
The latest DeFi developments are moving fast, and here is what you need to know The CFTC has officially legalized perpetual futures in the US, marking a massive shift for regulated crypto derivatives. SkyMoney and Pendle Finance have teamed up to launch sUSDS, a fixed-rate savings product that brings yield predictability to DeFi. Morpho released the whitepaper for Morpho Midnight, a new dApp built for fixed-rate, fixed-term credit markets. Ethena partnered with Coinbase to launch a brand new savings product, expanding its stablecoin ecosystem. Jupiter Exchange introduced Jupiter Forecast, the first fully native prediction market on Solana. Tom Lee s Bitmine announced plans to create a STRC-like product to raise capital and buy more ETH. Arbitrum Foundation proposed a 43.5 million USD request from the Arbitrum DAO to fund another year of operations. Grayscale launched a Hyperliquid Staking ETF, bringing institutional access to HL staking. NEAR Protocol s Intents surpassed 20 billion USD in all-time cross-chain transaction volume. The founder of Lighter revealed they are building an options product for DeFi. Exponent Finance V2, a new interest rate trading platform on Solana, is now live. Zodial, the first portfolio margin lending protocol in DeFi, went live on Solana. OpenSea announced its own perps DEX, powered by Hyperliquid. EtherFi launched 15% cashback on AI tool bills paid via EtherFi Cash. RDNTCapital announced it will be shutting down. CapApp confirmed its ICO starts June 10. Hope this roundup helps you stay ahead of the curve
Katie_OKX
Katie_OKX
#GrayscaleHYPEETF Grayscale's HYPG launched today — lowest fee among all three HYPE spot ETFs at 0.29%, plus ~2.2% staking yield on top 📈 Day 1 net inflow: $2.99M. Is that strong or disappointing? Depends on your expectations 👀 On-chain the real story is happening: whale 0xb5E4 TWAP-bought $40M+ across 10 addresses over three days. Three wallets pulled 557,400 HYPE (~$41.53M) from Kraken straight into staking. Both happening before June 6 🤔 June 6: 9.92M HYPE (~$684M, 2.54% of supply) unlocks 💀 The institutions are clearly pre-positioning to absorb the unlock pressure. $40M TWAP + $41M directly staked in the same window isn't a coincidence — that's deliberate supply management. The real question: is $684M of unlock pressure coverable by current institutional buy flow? If yes, trend continues. If the unlock triggers profit-taking instead, the pullback hits fast 🫠 HYPG is the lowest-cost compliant entry for long-term HYPE holders right now. But first the June 6 test has to pass 👇
usdx
usdx
Big day today. Senate floor reopened to consolidate CLARITY Act, GENIUS Act, and CFTC provisions into one single bill — targeting August signing. The regulatory package everyone has been waiting for is finally moving. ADP employment and ISM Services PMI also dropping today. Both feed directly into Friday's main event — Nonfarm Payrolls. Soft data today = rate cut hopes return = risk on. Strong data = same pressure, longer timeline. Stablecoin market hit $322B record. ECB warning it could cement dollar dominance globally. When central banks start warning about your asset class, you're doing something right. HYPE still the only name printing new ATHs through all of this. Friday decides the week. $ETH $HYPE $OKB #HYPEHitsNewATH #AnthropicFilesForIPO #StrategySellsBitcoin
Bella Johnson
Bella Johnson
🪐 Hyperliquid Staking ETF Hits Nasdaq, Slashing Fees Grayscale’s new HYPG ETF lands on the Nasdaq with a 0.29% sponsor fee and active staking of HYPE, immediately undercutting 21Shares and Bitwise products. The fund also captures the protocol’s 2.2% annual staking yield, turning a pure token exposure into a revenue‑bearing vehicle. The debut also nudged broader risk‑on sentiment, lifting BTC and ETH modestly. 🕸️ The move signals a decisive shift of institutional capital toward revenue‑generating DeFi infrastructure, which could buoy HYPE’s price if the buy‑back engine stays intact. Yet the concentration of voting power in a handful of large funds raises governance risk; any tilt toward compliance‑driven rule changes could erode the protocol’s decentralised edge. I’m cautiously optimistic – the liquidity boost is real, but the centralisation pressure keeps me on the defensive side of the bet. 👁️‍🗨️ If validator control consolidates, the very mechanism that fuels HYPE’s price could become its Achilles’ heel. ⚠️ Personal analysis only. Not financial advice. DYOR. #AnthropicIPOincoming #GrayscaleHYPEETF #OKXBeautifulGame
been79
been79
🚨🚨🚑 HYPE DOWN -6.4% | A Golden Dip-Buying Opportunity or a Warning Sign of a Bigger Correction? 🌎 HYPE (Hyperliquid) has dropped 6.4% over the last 24 hours, sparking intense debate across the crypto community about what comes next. 🔥 🌐 In the crypto market, sharp pullbacks often create two opposing perspectives: 🟢 The bullish camp believes this is simply a healthy correction after a strong rally. They see the current price as an attractive accumulation zone before the next potential move higher. 🔴 The cautious camp argues that selling pressure may not be over yet. If overall market sentiment weakens, HYPE could face further downside before finding a solid bottom. What makes this situation especially interesting is that Hyperliquid has become one of the most talked-about decentralized trading ecosystems in crypto. With growing adoption and increasing attention from traders, every major price movement in HYPE quickly becomes a hot topic. 🚀 🏅 The big question now: 👉 Is HYPE's 6.4% drop a perfect buying opportunity, or is a deeper correction still ahead? 🔥 Share your opinion below: 🥉 Buy more at current levels ❤️ Hold and stay patient 😮 Stay on the sidelines and watch 🥇 Wait for a bigger dip before entering The comment section is open—what's your move? 👇 #HYPE #Hyperliquid #Crypto #Bitcoin #Altcoins #CryptoNews #Trading #Investing #BullRun #DeFi #Blockchai#StrategySellsBitcoin #AnthropicFilesForIPO #HYPEHitsNewATH