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#dollar liquidity

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Arthur Hayes Warns AI Equity Dilution Could Pressure Bitcoin Prices
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Arthur Hayes Warns AI Equity Dilution Could Pressure Bitcoin Prices

Key Highlights Massive upcoming share unlocks, including roughly 8.6 billion SpaceX shares tied to Elon Musk’s vesting, threaten to pressure equity valuations across tech and artificial intelligence sectors. Arthur Hayes warns that declining AI equity valuations and wider credit spreads could contract broader dollar liquidity, creating near-term headwinds for Bitcoin and cryptocurrency markets. Hayes’s investment ...

Arthur Hayes Outlines Latest Bitcoin Expectations and Outlook
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Arthur Hayes Outlines Latest Bitcoin Expectations and Outlook

Key Highlights BitMEX co-founder Arthur Hayes warned that Bitcoin is likely to face continued weakness until dollar liquidity conditions improve. Hayes emphasized that a sustained cryptocurrency rally requires either the Federal Reserve or commercial banks to actively expand their balance sheets. His macroeconomic framework points to central bank asset purchases and institutional credit creation as ...