Hayes warns AI IPO dilution could shock crypto liquidity

Community Trust Score Verified 80 % Real Verified 41 votes Updated 8 minutes ago BitMEX co-founder Arthur Hayes argues that public listings for SpaceX, Anthropic, and potentially OpenAI will create a supply shock. This could initially depress risk assets, including Bitcoin, before triggering the monetary conditions needed for a broader crypto rally. In his essay “D is for Dilution,” Hayes connects AI initial public offerings (IPOs) to digital asset liquidity. He estimates roughly 8.6 billion SpaceX shares could become tradable by June 2027, about half the company’s current count.

Source: The Currency Analytics