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Arthur Hayes Warns AI Stock Dilution Could Trigger Crypto Market Selloff

CoinCentral·November 5, 2026·1 min read
Arthur Hayes Warns AI Stock Dilution Could Trigger Crypto Market Selloff

Arthur Hayes warns that 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 and projects an 83% rise in Anthropic's available share supply. He links weaker AI stocks to tighter credit and less dollar liquidity for Bitcoin.

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