Worldcoin is an overlooked bet on the AI IPO wave: Maelstrom

Arthur Hayes has disclosed the unwinding of his Worldcoin position just days after revealing a major rebalancing of Maelstrom’s portfolio. On Friday, June 5th, the BitMEX co-founder proclaimed that “the Holy Trinity is dead,” dumping his Zcash, Hyperliquid, and NEAR holdings while touting WLD’s prospects of outperforming. Hayes revealed the recently found Orchard Pool vulnerability […]

The predicted AI IPO wave could significantly alter market dynamics, reshaping investment strategies and elevating tech sector valuations globally. The post Coatue Management’s Thomas Laffont outlines AI IPO wave, predicts trillion-dollar valuations for OpenAI, Anthropic, and SpaceX appeared first on Crypto Briefing.

Onchain investigator ZachXBT accused BitMEX co-founder Arthur Hayes of turning his own audience into “exit liquidity,” saying Hayes most recently promoted Worldcoin token (WLD) and then sold it shortly afterward, capping a roughly 15-day stretch in which he exited four publicly hyped positions. A Familiar Sequence of Hype and Exit ZachXBT leveled the charge in […]

Two of the crypto market’s hottest recent rallies have fully unwound, with Near Protocol’s NEAR and the Worldcoin token WLD round-tripping to their pre-rally levels, even as Zcash’s ZEC rebounded roughly 18% in 24 hours following a near-50% crash. Zcash Whipsaws On an Orchard Pool Flaw The sharpest swing belonged to zcash given ZEC had […]

Worldcoin price has plunged more than 25% after Arthur Hayes closed his entire WLD position, triggering a sharp reversal in one of the crypto market’s strongest AI-linked trades. According to data from crypto.news, Worldcoin (WLD) price plunged 28% from above…

Arthur Hayes has closed his entire Worldcoin position after turning cautious on WLD and other high-beta altcoins within days of publicly defending the trade. Hayes said in posts on X that he sold the full WLD position on June 6…

Arthur Hayes says Maelstrom has sold its entire Zcash position after new disclosures around the Orchard Pool vulnerability sharpened the perceived risk around ZEC’s monetary integrity. The move effectively ends his recent “Holy Trinity” trade across ZEC, NEAR and HYPE, while leaving Worldcoin as the AI-linked bet he says the fund still holds. “The Holy Trinity is dead,” Hayes wrote on X. “Sadly due to the Orchard Pool exploit, I had to dump our entire ZEC bag.” Why Is Hayes Dumping Zcash Now? The post followed a detailed statement from Zooko Wilcox, Jason McGee and Taylor Hornby, who described the issue as “The Orchard Counterfeiting Vulnerability.” According to their summary, Hornby discovered a critical vulnerability in Zcash’s Orchard pool on May 29 and disclosed it to Zcash Open Development Lab, which then coordinated an emergency response completed on June 2. The key line was stark: the vulnerability “could have been exploited to undetectably create an unlimited amount of counterf

WLD flipped OKB and ICP on its way up.