Arthur Hayes sold his entire Worldcoin (WLD) position on June 6, less than three days after Maelstrom, his investment firm, publicly pitched the token as a liquid route into the AI IPO wave. WLD fell more than 25% in the hours after Hayes disclosed the exit on X.
The move completes the dissolution of what Hayes had called his “Holy Trinity” portfolio of high-conviction altcoin positions. He exited Hyperliquid (HYPE) and NEAR on June 4, then dumped Zcash (ZEC) on June 5 after disclosure of the Orchard shielded-pool vulnerability. WLD was the last position standing.
In a June 6 post on X, Hayes wrote: “This chart is going in the wrong direction. Dumped $WLD. I’m out. See y’all at the clerb.”
The post attached a screenshot of the SpaceX perp chart, the proxy Hayes had used to track AI-IPO-cycle momentum. When that indicator turned, so did his WLD thesis, he said.
The timing drew immediate criticism. On-chain investigator ZachXBT noted that Hayes had publicly backed NEAR, HYPE, ZEC, and WLD in sequence before exiting each. Hayes defended the sale, saying he sold to a willing buyer at a mutually agreed price and that his trading objectives had simply changed. He did not announce a formal position size for WLD or a cost basis.
