Arthur Hayes Warns AI Stock Dilution Could Trigger Crypto Market Selloff

TLDR Arthur Hayes says share unlocks at SpaceX, Anthropic and OpenAI could weigh on markets. He estimates 8.6 billion more SpaceX shares could become tradable by June 2027. He projects an 83% rise in Anthropic’s available share supply by that date. He links weaker AI stocks to tighter credit and less dollar liquidity for Bitcoin. He still expects central banks to step in later, which he sees as a long-term positive for Bitcoin. BitMEX co-founder Arthur Hayes has published a new warning about artificial intelligence companies and what their share sales could mean for crypto. His November 5 newsletter is titled “D is for Dilution.” It focuses on SpaceX, Anthropic and OpenAI.

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