Arthur Hayes warns of impact from AI stock dilution on Bitcoin liquidity
BTC Grayscale Bitcoin Mini Trust ETF
$32.58 -1.42%
View chart & analysis → - 1Arthur Hayes claims stock unlocks could dilute shares in SpaceX, Anthropic, and OpenAI, pressuring AI credit and affecting Bitcoin.
- 2Anthropic is estimated to reach an expected dilution rate of 83% by June 2027.
- 3Raoul Pal rejects debt concerns, noting hyperscaler debt is only about 3.5% of those companies' market caps.
So what's the key point?
Arthur Hayes says that if the value of AI company stocks decreases, it could affect Bitcoin trading. Anthropic's stock value is expected to decrease by 83% by June 2027.
Source BeInCrypto +1 · View original ↗
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