Arthur Hayes faz liquidação relâmpago: mais de US$ 13 milhões em ETH, ENA e PEPE vendidos em horas
O cofundador da BitMEX, Arthur Hayes, sacudiu o mercado com uma manobra agressiva: despejou mais de US$ 13 milhões em criptomoedas em questão de horas. ETH, ENA e o meme coin PEPE lideraram o fogo amigo.
Movimento estratégico ou sinal de desconfiança? Hayes, conhecido por suas apostas ousadas, não comentou se a venda foi um ajuste de portfólio ou um recado velado ao mercado. O timing, porém, é curioso – enquanto retail investors seguram bags, os tubarões nadam em liquidez.
Ethereum levou a pior, com boa parte do montante saindo em ordens OTC. PEPE, o meme coin que virou queridinho dos degenerados, também entrou na roda. Resta saber se foi profit-taking ou o primeiro dominó de uma correção maior.
Clássico do crypto: quando os peixes grandes vendem, os pequenos seguram o piano. Enquanto isso, no tradicional mercado de ações, os CFOs continuam vendendo suas stock options – mas ninguém chama isso de 'dump'.
Arthur Hayes’ transfer history. Source: Arkham Intelligence
Hayes explains his bearish sentiment on the macro picture
In a follow-up post on his personal X account, Hayes addressed speculation about the liquidation. “US Tariff bill coming due in 3Q … at least the market believes that after NFP print. No major economy is creating enough credit fast enough to boost nominal GDP. So $BTC tests $100k, $ETH tests $3k,” he wrote.
Y? US Tariff bill coming due in 3q … at least the mrkt believes that after NFP print. No major econ is creating enough credit fast enough to boost nominal gdp. So $BTC tests $100k, $ETH tests $3k. Come see my @WebX_Asia Tokyo keynote Aug 25 for more info. Back to the beach. https://t.co/zuHlwgQKC7
— Arthur Hayes (@CryptoHayes) August 2, 2025
The reference to the U.S. Non-Farm Payroll (NFP) report, which showed a sharp slowdown in job creation, with only 73,000 new jobs added in July. Hayes points to those underwhelming numbers as the reason for his concerns around waning economic momentum.
In his view, the combination of weak labor market data and the expiration of U.S. tariff suspensions in Q3 signals a slowdown in credit creation that will weigh heavily on nominal GDP growth. Hayes argues that in such an environment, speculative assets like crypto will face significant pressure.
Sell-off spurs market speculation
In total, Lookonchain estimates Hayes sold 2,373 ETH, worth about $8.3 million, 7.76 million ENA valued at $4.6 million, and 38.86 billion PEPE, worth approximately $414,000. The speed and size of the transactions were seen as noteworthy, especially given the relatively low liquidity in altcoins like ENA and PEPE.
However, not everyone believes the sales signal panic. Some analysts argue that the BitMEX co-founder is simply capitalizing on recent price rallies while preparing for potential downside risk amid macro turbulence.
Hayes has promised to unpack his outlook in full during a keynote address at WebX Asia in Tokyo on August 25, one of the most anticipated conferences in the Asian crypto calendar.
The timing of Hayes’ market commentary is also crucial. Should the BitMEX co-founder’s macro predictions prove correct, traders may see a major correction before fresh capital enters the space, particularly from institutional investors.
For now, his forecast points to the growing influence of macroeconomic policy on digital asset markets.
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