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Arthur Hayes warns AI IPO share unlocks could drag Bitcoin lower before liquidity returns

Arthur Hayes warns AI IPO share unlocks could drag Bitcoin lower before liquidity returns
AI summary

Arthur Hayes warns that share unlocks from AI IPOs could pressure equities and drag Bitcoin lower before a credit slowdown forces central banks to inject fresh liquidity. The thesis links AI stock weakness to crypto downside in the near term, with a liquidity-driven recovery only later. Traders should watch AI equity selloffs as a possible leading signal for BTC weakness.

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