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Last seen in the week of Oct 18 – Oct 24. It didn't make the newest report, so the figures below are from that week.

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Microtrend / Rank 15 / Week of Oct 18 – Oct 24 / 2nd week running (was μ18)

Arthur Hayes dumps his whole Maelstrom directional book — ETH, ENA, UNI and the rest — and CT splits between 'top signal' and 'he has a 25% hit rate'

risingarthurarthur hayeshayes
Peak / day18tracked accounts
Peak daySatOct 24 · busiest day in the panel
Rest of X / peak day—not measured outside the panel
Cited claims52 dropped by automated checks
Market—no token attached

Attention

Who was talking, day by day

Oct 18 – Oct 24 UTC
Tracked paneldistinct tracked accounts / day
1
8
1
0
2
1
18

What happened

On 2026-10-24 Arthur Hayes (@cryptohayes) posted that he "dumped it all" — the Maelstrom directional book — taking profits on $ETH, $ENA, $UNI and other shitcoins, saying "we gotta go down to go up" and he will sit on the sidelines waiting for an all-clear. A separate post the same day says Hayes sold ENA, ETH, UNI, ETHFI, AERO, PENDLE and ZAMA. Reaction posts cite his past calls: a September 2024 self-graded scorecard of 2 correct and 6 wrong (25%) and a May 2025 Protos review of 20 predictions with 2 correct, 16 wrong, 2 unresolved. This is a reversal from last week's coverage, when he bought $888K of AERO, PENDLE and ZAMA via FalconX and Flowdesk.

Why it matters

Hayes is one of the few CT figures whose positioning moves as a trade signal, so a full exit from the Maelstrom book is the loudest 'risk-off' moment of the week — and it flips the same assets (AERO, PENDLE, ZAMA, ETH) that CT followed him into last week. The fight over whether his calls are worth tracking at all is itself the story: it questions trader-signal culture, not just one trade.

Observed reaction

Split and largely mocking. Several accounts treat his selling as a contrarian top signal ("hayes sold, we can go up now", "another masterclass… went arthur hayes mode but actually profitably this time"), while @go1dilocks calls him "Jim Cramer for digital assets" and @octop3s calls him "king of larp" for predicting HYPE at ~$500 and then dumping the same night. @kusamapolkadot pushes back on using his selling as a bearish thesis, citing the 25% and 11% hit-rate reviews while noting prediction accuracy isn't portfolio profitability.

Spread

Where it started and who carried it

First seen
Oct 18, 18:08 UTC by @bastiaan_eth
Accounts
19 tracked · 10 elsewhere on X
Communities
eth defi (6), general ct (6), nft culture (2), perps trading (2)
Key accounts
@gentrywgevers, @coinbureau, @cryptowizardd, @lookonchain, @kookcapitalllc

Explainability

Evidence register

Every claim links to the posts behind it
01

On 2026-10-24 Arthur Hayes (@cryptohayes) posted he 'dumped it all' — the Maelstrom directional book — taking profits on $ETH, $ENA, $UNI and other shitcoins, saying 'we gotta go down to go up' and he will sit on the sidelines for an all-clear.

[1][2][3]
02

A post the same day says Hayes sold ENA, ETH, UNI, ETHFI, AERO, PENDLE and ZAMA, and that he has done this before.

[1]
03

A September 2024 self-graded scorecard of Hayes' major calls is cited as 2 correct and 6 wrong (25%), and a May 2025 Protos review of 20 selected predictions as 2 correct, 16 wrong, 2 unresolved (11% of resolved calls).

[1]
04

One account argues his selling shouldn't be treated as a forecast, noting prediction accuracy isn't portfolio profitability.

[1]
05

Unrelated NEAR posts claim Hayes called $HYPE, $ZEC and $NEAR the 'holy trinity' and that the $three meme pays holders fees every 30 minutes (4k NEAR paid out so far).

[1][2]

Angles

  • The exit list vs. last week's buy list: same tickers (AERO, PENDLE, ZAMA, ETH) on both sides of the Hayes trade — build a side-by-side of buy week vs. dump week
  • Receipts post: his self-graded 2-of-8 (Sept 2024) and Protos' 2-of-20 (May 2025) versus how CT reacts to each new Hayes post in real time
  • Poll/quote-tweet bait: is 'Hayes sold' a top signal or noise? Use @yzzzbtc and @go1dilocks as the two poles

Formats in use

  • quote-tweet dunking on his own 'I dumped it all' post
  • screenshot/chart of his exit list (ENA, ETH, UNI, ETHFI, AERO, PENDLE, ZAMA)
  • hit-rate stat thread
  • meme caption about selling the bottom

Risks

  • No price predictions or advice — his exit is not a signal for our audience to follow
  • Do not present the AERO/PENDLE/ZAMA buy sizes or the ENA/ETH/UNI sell list as verified on-chain fact: they come from posts, and the market block is absent here
  • Quote-dunking on Hayes is fine as commentary, but avoid piling on personal attacks beyond what the accounts already posted
  • The 'holy trinity' (HYPE, ZEC, NEAR) and HYPE $500 mentions appear in unrelated NEAR/$three promo posts and should not be folded into this card as Hayes statements

Observed content

Most-engaged posts

6 posts on X
NEAR has been running on 3s for months. the official airdrop was NEAR@3.33: 333,333 tokens, locked until $NEAR held $3.33 for 3 days. it did. Arthur Hayes called $HYPE, $ZEC and $NEAR the holy trinity. Intents recently past $33b in all-time volume. so the meme got a ticker. $th
Open on X →
🚀 ARTHUR HAYES BELIEVES MONEY COULD ROTATE FROM AI TO CRYPTO!👇 He think’s: „Is AI finally going to dump? IDK but I wouldn’t bet either way. Instead just trade the eventual multi-trillion dollar bail out. Long $BTC $ETH“ … Arthur Hayes prefer $BTC and $ETH over trying to pre
Open on X →
Pre-weekend + weekend - 🔴 Best time to drop some longs (at least I think so) Let's see the execution next week By the way, Hayes sold his: ENA, ETH, UNI, ETHFI, AERO, PENDLE n ZAMA Ain't a reason to be worry about, as he's doing it not 4 the first time DYOR / NFA 🤝 https://
Open on X →
NEAR has been running on 3s for months. the official airdrop was NEAR@3.33: 333,333 tokens, locked until $NEAR held $3.33 for 3 days. it did. Arthur Hayes called $HYPE, $ZEC and $NEAR the holy trinity. Intents recently past $33b in all-time volume. so the meme got a ticker. $th
Open on X →
another masterclass from .@frankdegods went arthur hayes mode but actually profitably this time goat https://t.co/0T0SCGsjs8
Open on X →
Is this going to be like when Arthur sold zcash:native at like $400 or $500
Open on X →

History

Weeks this story made the report

2 weeks
  1. μ15risingArthur Hayes dumps his whole Maelstrom directional book — ETH, ENA, UNI and the rest — and CT splits between 'top signal' and 'he has a 25% hit rate'
  2. μ18peakedArthur Hayes buys $888K of AERO, PENDLE and ZAMA — and the ZAMA leg is where the debate lands