SpaceX And Anthropic Unlocks Could Squeeze Bitcoin Before A Rebound
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BitMEX co-founder Arthur Hayes warned that large equity unlocks at SpaceX and Anthropic, expected by mid-2027, could pressure Bitcoin as new shares flood the market. He estimated SpaceX faces roughly 50% dilution and Anthropic as much as 83%, with the resulting supply overhang potentially drawing capital away from crypto. Hayes framed the AI stock unlocks, rather than politics, as the next major source of downward pressure on Bitcoin before any rebound. The warning ties Bitcoin's near-term outlook to liquidity conditions in private AI and space equities. Traders will watch how the SpaceX and Anthropic unlock schedules develop into 2027 and whether capital rotates out of crypto risk assets as new equity supply hits the market.
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Named in this story
Bitcoin (BTC), SpaceX (SPCX), Anthropic, Arthur Hayes, BitMEX
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