Arthur Hayes has just been exposed for "calling the top and selling off," then immediately releasing a lengthy macro article warning of a crash—do you believe his analysis, or do you watch his wallet?

Let me tell you a surreal script:

First, on-chain detective ZachXBT drops solid evidence—Arthur Hayes, within 15 days, repeatedly calls for rises in NEAR, HYPE, ZEC, WLD, then quietly clears his positions.

Fans rush in to buy the dip, and he walks away unscathed.

Facing accusations of "using fans as exit liquidity," how does Hayes respond?

"Sell to willing buyers at a reasonable price."

In plain language: I cut my position, but I did so reasonably; you voluntarily got cut.

Wow, that’s a real mind game.

And then? The public opinion hasn’t cooled down, and this guy turns around and posts a new article titled "Reality Test," transforming into a macro prophet.

He throws out a "Triple Pressure Theory" in it:

Rising oil prices

The three major AI IPOs—SpaceX, OpenAI, Anthropic—sucking liquidity

Trump possibly shifting toward anti-AI regulation

Conclusion: The three pressures will burst the AI bubble, then ripple into the crypto market.

Alright:

Someone who was just proven to have "called the top and dumped" now seriously talks about macro risks—should you kneel and listen, or first check his wallet address?

The community is divided:

Some think: Hayes, though questionable in character, the logic of these three pressures is indeed valid.

Others sneer: He’s just setting up a narrative for his next move—create panic first, then short, then "sell to willing buyers at a reasonable price."

My view:

The triple pressure theory, the logic itself isn’t wrong.

Oil prices high, AI giants’ IPOs will indeed drain the last liquidity from the market, and anti-AI regulation isn’t baseless. If all three happen simultaneously, not only the AI bubble, but the crypto market will also tremble.

But the problem is—when Hayes says this, you should question it.

He’s not your macro mentor; he’s your trading opponent.

Someone who just proved he’ll "call and then sell" suddenly earnestly warns you "risks are coming"—do you think he’s trying to save you, or save his own short positions?

"After someone has milked the leek, talking macro to you is like a scammer teaching you how to avoid scams—maybe the logic is right, but first check if his hand is in your pocket."

So, do you believe it or not?

Believe his logic, but don’t trust him.

You can use the triple pressure theory as a risk control reference, but never go all-in short just because he calls for a "crash." And don’t foolishly think he’s helping you—his articles might just be emotional groundwork for the next round of harvesting.

In the crypto world, if someone talks about sentimentality, check their address; if someone talks macro, check their positions. #分享美股交易赢英伟达股票 #比特币回升5% #成长值抽奖赢金条 $BTC $ETH $SOL