Arthur Hayes shouts again — HYPE to $150! Calls TradFi garbage

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BitMEX co-founder Arthur Hayes recently took to social media again to back Hyperliquid ecosystem token HYPE, reiterating his $150 price target and shouting "fuck TradFi, fuck the Clarity Act." HYPE just hit an all-time high of $67.24, gaining nearly 20% over the past week, with its market cap surging into the global top 11 cryptocurrencies. (Background: Arthur Hayes calls for $HYPE to surge to $150: weekend oil prices are decided on Hyperliquid, traditional exchanges exit the market) (Context: $HYPE skyrockets past $60 to a new all-time high! Four major catalysts push Hyperliquid into the 11th largest cryptocurrency) Key Highlights - Arthur Hayes posted again calling for a $150 HYPE price target, and with "Long live Caesar" declared his opposition to TradFi and the Clarity Act, proclaiming Hyperliquid as the flagship of decentralized finance - HYPE hit an all-time high of $67.24 on 5/29, with a market cap of $14.38 billion ranking 11th globally, up over 62% in the past 30 days - Three catalysts hit simultaneously: the CFTC first-time approval of US-regulated perpetual contracts, Grayscale in talks for a $115 million HYPE ETF seed fund, and ICE's CEO saying Hyperliquid "could be bigger than Nasdaq" BitMEX co-founder Arthur Hayes has done it again. He posted just one line on social media: "HYPE to $150." Then added: "Fuck TradFi, fuck the Clarity Act, long live Caesar." This isn't Hayes's first call on HYPE. On March 9, he published a long investment thesis on Substack with a $150 price target, with the timeline set for August 2026. At that time HYPE was around $30; three months later the coin price doubled to $67, making it one of the rare tokens that actually rallied after his call. Meow – $HYPE to $150 … Fuck TradFi Fuck the Clarity Act Long live Caesar!!!! pic.twitter.com/UlqtnXuMdk — Arthur Hayes (@CryptoHayes) May 30, 2026 The core of Arthur Hayes's HYPE thesis is an exchange-token valuation model. He places Hyperliquid within the valuation framework of traditional financial exchanges for comparison. Hyperliquid uses 93% of platform revenue for automatic buybacks and burns of HYPE — equivalent to a listed exchange using nearly all of its profits to buy back its own stock. Hayes calculates that if Hyperliquid's 30-day annualized revenue returns to last August's peak of $1.4 billion, and applying an earnings multiple lower than some listed TradFi exchanges, HYPE would be worth $150. Hayes positions Hyperliquid as the "Caesar" of the decentralized perpetual contract market, believing it is replacing TradFi exchanges as the new generation of price discovery centers. His opposition to the Clarity Act is also blunt — because the crypto market structure bill being advanced by the US Congress would strengthen the position of regulated exchanges, Hayes sees it as protecting TradFi's moat rather than protecting investors. However, Hayes's prediction record is not a home run. Earlier this year he called for Bitcoin to hit $200,000 by March, but BTC has been hovering around $71,000. Maelstrom Fund's 2025 performance has also been mixed — HYPE and PENDLE made money, but the PUMP bet lost. HYPE hitting an all-time high of $67.24 on May 29 wasn't a coincidence — three catalysts detonated almost in the same week: First, on May 28, the US CFTC for the first time approved regulated exchange Kalshi to list Bitcoin perpetual contracts — the first legalization of "perps" on US soil. Paradoxically, the legalization of perpetual contracts didn't steal Hyperliquid's market share; instead it eliminated investor legal doubts about the entire perpetual contract category, directly benefiting HYPE. Second, Grayscale is in talks for approximately $115 million in HYPE ETF seed fund investment, and has already filed an S-1 with the SEC. The HYPE spot ETF has attracted $36 million in five days since launch. Institutional capital is entering through the compliant ETF channel. Third, Intercontinental Exchange (ICE) CEO Jeffrey Sprecher publicly stated that Hyperliquid's scale potential "could be bigger than Nasdaq." When the owner of the New York Stock Exchange says this about a decentralized derivatives platform, the market reads it as: TradFi isn't ignoring Hyperliquid — it's studying it. But Hayes's on-chain activity adds a wrinkle to the narrative. On-chain tracking firm Lookonchain flagged a wallet attributed to Hayes on May 23: the wallet deposited 115,453 HYPE to Bybit, worth about $6.33 million at the then-price of $54.81. About three hours later, the same wallet withdrew 85,714 HYPE from Bybit at $62.69, about $5.37 million. Doing the math, he sold more and bought less, paying nearly $8 more per coin. Hayes himself has not responded to this transaction. Calling for $150 on Twitter, selling at $54 and buying back at $62 on-chain. This isn't necessarily "saying one thing and doing another" — it could just be liquidity management or risk control. But for retail investors, watching the gap between on-chain activity and tweets is always more important than just listening to the calls. HYPE is currently trading near $64.69, leaving about 132% upside to Hayes's $150 target. Support sits at $60, with resistance at the ATH of $67.24. If Hayes's August timeline holds, HYPE needs to double again in less than three months. The 93% fee buyback-and-burn flywheel is still turning, the CFTC has given a green light, Grayscale is in line, and ICE's boss is showering praise. The bullets are all loaded — but it's still the market pulling the trigger. FAQ Why is Arthur Hayes bullish on HYPE? Hayes believes Hyperliquid is the leader in decentralized perpetual contracts. The platform uses 93% of revenue to buy back and burn HYPE. If annualized revenue returns to the $1.4 billion peak, HYPE is worth $150 under an exchange valuation framework. What is HYPE's current price and market cap? As of May 30, HYPE is trading at approximately $64.69, with a market cap of about $14.38 billion, ranking as the 11th largest cryptocurrency globally. It hit an all-time high of $67.24 on May 29.

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