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Arthur Hayes: Has liquidated HYPE and NEAR; will explain the reasons in detail in next week's article.
• The Iran war and inventory replenishment have led to rising energy prices
• From now until early Q3, three major AI projects will go public
• Predicting Trump will turn against AI to help the Republican Party win the midterm elections
• Believes the market peak will occur between now and September
• It's time to take profits