Arthur Hayes: Can AI IPO Dilution Choke Bank Liquidity and Hit Bitcoin?

Crypto Insight Summary: Arthur Hayes says AI IPO dilution could shrink bank balance sheets and drain the dollar liquidity behind crypto's rally. Crypto Insight Analysis: Direction: Bearish BTC Impact: Minor Impact Horizon: Mid-term (1-8 weeks) Reasoning: Liquidity concerns may pressure BTC, but no concrete policy or capital outflow is confirmed.