EddieJayonCrypto

 18 Jun 25

tl;dr

Arthur Hayes questioned crypto investor James Wynn's recent high-profile trading moves, suggesting they were aimed at gaining attention rather than actual profit. Hayes alleged Wynn farmed airdrops and likely did not take a billion-dollar Delta position on Bitcoin as claimed. Wynn sold his entire ho...

Arthur Hayes has cast doubt on crypto investor James Wynn's recent high-profile trading moves, suggesting they were more about attracting attention than generating real profits. Hayes speculated that Wynn engaged in airdrop farming rather than taking a genuine billion-dollar Bitcoin position, using multiple accounts to stay delta-neutral and offset any trading losses with token airdrops.

Wynn recently sold his entire holding of 126,116 HYPE tokens at a 31.9% profit and withdrew USDC from Hyperliquid before pausing his perpetual trading after a $17.5 million loss. Notably, shortly after these actions, he opened a new $99.5 million Bitcoin long position. Hayes believes that if Wynn truly held such a massive position, he would not have publicized it so openly due to the risk of targeted attacks.

Furthermore, Hayes expressed concerns about the long-term viability of Hyperliquid, especially given plans by major U.S. exchanges like Coinbase and Robinhood to introduce perpetual trading platforms. These platforms could draw users away by offering easier access, regulatory clarity, and more convenience, even if they provide lower leverage. Hayes sees this development as a potential challenge to Hyperliquid’s current user base, which consists primarily of traders unable to access centralized exchanges due to regulatory restrictions.

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 18 Jun 25
 18 Jun 25
 18 Jun 25