Arthur Hayes Sold HYPE and NEAR, Mert Mumtaz Says That’s Missing the Point | Markets Outlook

Market convictions with Helius' Mert Mumtaz.

On today's Markets Outlook, Helius CEO Mert Mumtaz tells CoinDesk's Jennifer Sanasie why he's tuning out the noise and staying convicted on Zcash, Solana, BTC and Hyperliquid. Plus, he weighs in on the Arthur Hayes drama, the Clarity Act, and why Bitcoin's transparency is actually a long-term vulnerability.

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Timecodes:

00:00 - Institutional Capital Rotating into AI IPOs

01:53 - Met's 'Shield and Chill' Strategy

04:29 - Responding to Arthur Hayes Selling HYPE and NEAR positions

08:44 - Mert's Zcash Thesis

13:00 - Solana as the "Silicon Valley of Finance"

15:43 - Hyperliquid Thesis

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Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/Nlp1QLZx0r0

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Register now for CoinDesk’s Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/.

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This episode was hosted by Jennifer Sanasie.