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Potential risks in the tech sector could impact $NVDA
Entry: 380 🔥
Target: 420 🚀
Stop Loss: 350 ⚠️
The current narrative surrounding OpenAI's potential IPO and cash burn issues may pose a risk to tech stocks that rely heavily on AI computing power, which could have a bearish effect on the market. This view is based on the expectation that OpenAI will continue to procure large-scale chips and data center capabilities.
Not financial advice. Manage your risk.
#NVDA #AIIPO #TechStocks
⚠️
Entry: 380 🔥
Target: 420 🚀
Stop Loss: 350 ⚠️
The current narrative surrounding OpenAI's potential IPO and cash burn issues may pose a risk to tech stocks that rely heavily on AI computing power, which could have a bearish effect on the market. This view is based on the expectation that OpenAI will continue to procure large-scale chips and data center capabilities.
Not financial advice. Manage your risk.
#NVDA #AIIPO #TechStocks
⚠️
The big player has pulled out, and the reasons are solid
Arthur Hayes liquidated his positions in HYPE and NEAR for three reasons:
1. Energy prices are skyrocketing
The Iran war has pushed up oil prices, inflation is out of control, and the Fed is hesitant to inject liquidity. In a high-interest environment, the most volatile altcoins are the first to get dumped.
2. AI giants are flocking to IPO
SpaceX (June 12), OpenAI, and Anthropic are set to go public, expected to siphon off hundreds of billions in capital. Institutions are pulling out of the crypto market and heading to the primary market for subscriptions.
3. Trump may turn against AI
To help the GOP win the midterms, Hayes predicts Trump will shift to an anti-AI stance. The AI narrative is the core driver for HYPE and NEAR, and if policies shift, the valuation logic could loosen.
His call: the market peak is between now and September, "it's time to take profits."
Is this bearish? No. It's a tactical retreat—avoiding a window where liquidity is being drained, waiting for the dust to settle before coming back. He left a note on X: "I'll be back."
#ArthurHayes #HYPE #NEAR #AIIPO
Arthur Hayes liquidated his positions in HYPE and NEAR for three reasons:
1. Energy prices are skyrocketing
The Iran war has pushed up oil prices, inflation is out of control, and the Fed is hesitant to inject liquidity. In a high-interest environment, the most volatile altcoins are the first to get dumped.
2. AI giants are flocking to IPO
SpaceX (June 12), OpenAI, and Anthropic are set to go public, expected to siphon off hundreds of billions in capital. Institutions are pulling out of the crypto market and heading to the primary market for subscriptions.
3. Trump may turn against AI
To help the GOP win the midterms, Hayes predicts Trump will shift to an anti-AI stance. The AI narrative is the core driver for HYPE and NEAR, and if policies shift, the valuation logic could loosen.
His call: the market peak is between now and September, "it's time to take profits."
Is this bearish? No. It's a tactical retreat—avoiding a window where liquidity is being drained, waiting for the dust to settle before coming back. He left a note on X: "I'll be back."
#ArthurHayes #HYPE #NEAR #AIIPO
zoey小蝴蝶_ AI猎手
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Big players are bailing, while institutions are still buying.
Arthur Hayes just liquidated all of his positions in $HYPE
{future}(HYPEUSDT)
HYPE and $NEAR
{future}(NEARUSDT)
NEAR, citing the following reasons:
· The Iran conflict has driven up energy prices
· Three major AI companies are set to IPO before Q3
· Trump may shift to an anti-AI stance for the midterm elections
He believes the market peak is between now and September, stating, "It's time to take profits."
On the flip side, Grayscale's staking HYPE ETF officially launched today (ticker: HYPG), with a management fee of 0.29%, making it the lowest fee HYPE product currently available in the U.S. market.
One side is exiting, while the other is entering.
Which is right? There's no standard answer.
After the news of Hayes' liquidation, HYPE dipped 4% and is currently around $69.
Hayes mentioned he will elaborate on this in next Tuesday's episode of "Reality Test." Let's wait for his logic to come out before making any judgments.
Until then, observe more and act less.
#HYPE #NEAR🚀🚀🚀 #ArthurHayes #GrayscaleETF
Arthur Hayes just liquidated all of his positions in $HYPE
{future}(HYPEUSDT)
HYPE and $NEAR
{future}(NEARUSDT)
NEAR, citing the following reasons:
· The Iran conflict has driven up energy prices
· Three major AI companies are set to IPO before Q3
· Trump may shift to an anti-AI stance for the midterm elections
He believes the market peak is between now and September, stating, "It's time to take profits."
On the flip side, Grayscale's staking HYPE ETF officially launched today (ticker: HYPG), with a management fee of 0.29%, making it the lowest fee HYPE product currently available in the U.S. market.
One side is exiting, while the other is entering.
Which is right? There's no standard answer.
After the news of Hayes' liquidation, HYPE dipped 4% and is currently around $69.
Hayes mentioned he will elaborate on this in next Tuesday's episode of "Reality Test." Let's wait for his logic to come out before making any judgments.
Until then, observe more and act less.
#HYPE #NEAR🚀🚀🚀 #ArthurHayes #GrayscaleETF
🔥【6.11 Late Night Recap】Escalation of US-Iran Conflict + IPOs of the AI Triumvirate, Where is the Crypto Market Headed?
⚡ Macro Situation: Trump announced that today he will continue to "hit Iran hard," following missile exchanges between the US and Iran, with an Apache helicopter downed in the Strait of Hormuz. Oil prices are skyrocketing, with Brent up 2.7% and WTI up 3.5%. The Dow Jones plummeted by 650 points, with chip stocks being sold off and inflation hitting a three-year high. China's PPI year-on-year rose by 3.9%, the highest since July 2022.
📉 Crypto Market: BTC is hovering around $61,200, down about 2.8% on the day. ETFs are experiencing continuous outflows—net outflow of 1,320 BTC worth approximately $8.17 million in a single day, with a total net outflow of 15,849 BTC over the past week. ETH ETFs are also bleeding, with a single-day net outflow of 2,370 BTC. Institutional sell-off has exceeded daily supply by 450%, and BTC may face further downward pressure.
🚀 Major News:
• CME launches Nasdaq Crypto Index futures, covering eight major coins including BTC, ETH, and SOL
• OpenAI has secretly filed for an IPO, with Altman expecting a listing within a year at an internal stock price of $687.69
• SpaceX IPO received 4x oversubscription, priced at $135, targeting a valuation of $1.75 trillion, set to debut on Nasdaq this Friday
• Anthropic releases Claude Fable 5, a "mythical" model
• Raydium was hacked, losing $1.3 million, with the hacker transferring 810 ETH to TornadoCash
💡 Arthur Hayes warns: The surge in oil prices and the IPOs of the three major AI companies could burst the AI bubble and drag down the entire crypto market. With geopolitical risks and dual pressure from fund outflows, it's prudent to be cautious in the short term.
NFA | DYOR
#BTC #美伊冲突 #AIIPO #加密市场 #ETF fund flow
⚡ Macro Situation: Trump announced that today he will continue to "hit Iran hard," following missile exchanges between the US and Iran, with an Apache helicopter downed in the Strait of Hormuz. Oil prices are skyrocketing, with Brent up 2.7% and WTI up 3.5%. The Dow Jones plummeted by 650 points, with chip stocks being sold off and inflation hitting a three-year high. China's PPI year-on-year rose by 3.9%, the highest since July 2022.
📉 Crypto Market: BTC is hovering around $61,200, down about 2.8% on the day. ETFs are experiencing continuous outflows—net outflow of 1,320 BTC worth approximately $8.17 million in a single day, with a total net outflow of 15,849 BTC over the past week. ETH ETFs are also bleeding, with a single-day net outflow of 2,370 BTC. Institutional sell-off has exceeded daily supply by 450%, and BTC may face further downward pressure.
🚀 Major News:
• CME launches Nasdaq Crypto Index futures, covering eight major coins including BTC, ETH, and SOL
• OpenAI has secretly filed for an IPO, with Altman expecting a listing within a year at an internal stock price of $687.69
• SpaceX IPO received 4x oversubscription, priced at $135, targeting a valuation of $1.75 trillion, set to debut on Nasdaq this Friday
• Anthropic releases Claude Fable 5, a "mythical" model
• Raydium was hacked, losing $1.3 million, with the hacker transferring 810 ETH to TornadoCash
💡 Arthur Hayes warns: The surge in oil prices and the IPOs of the three major AI companies could burst the AI bubble and drag down the entire crypto market. With geopolitical risks and dual pressure from fund outflows, it's prudent to be cautious in the short term.
NFA | DYOR
#BTC #美伊冲突 #AIIPO #加密市场 #ETF fund flow
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