A post by @WuBlockchain on X.
Arthur Hayes: AI Giants’ Equity Dilution May Pressure Stock Prices, Bearish for Bitcoin in the Short Term, Bullish if Central Banks Step In Long Term
@WuBlockchain on X
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Hayes framed the pressure as short-lived, saying the outlook turns bullish over the longer run if central banks respond by stepping in with liquidity support. The essay ties Bitcoin’s prospects to the funding needs of AI firms rather than to crypto-specific catalysts, putting equity supply and monetary policy at the center of his thesis. Investors should watch upcoming AI-related share unlocks and dilution announcements, along with any shift in central bank policy, as the signals Hayes identifies for Bitcoin’s next direction.
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Arthur Hayes, Bitcoin (BTC), BitMEX
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