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ARTHUR HAYES SAYS AI IPO DILUTION WILL WEIGH ON CRYPTO! @CryptoHayes argues in a new essay that massive insider unlocks at $SPCX, Anthropic, and OpenAI will pressure stock prices…

Crypto Banter
Published: 2026-11-05 06:17 UTC
Collected: 2026-11-05 09:10 UTC
Original language: Not supplied by source

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🚨ARTHUR HAYES SAYS AI IPO DILUTION WILL WEIGH ON CRYPTO! @CryptoHayes argues in a new essay that massive insider unlocks at $SPCX, Anthropic, and OpenAI will pressure stock prices regardless of reve…

🚨ARTHUR HAYES SAYS AI IPO DILUTION WILL WEIGH ON CRYPTO! @CryptoHayes argues in a new essay that massive insider unlocks at $SPCX, Anthropic, and OpenAI will pressure stock prices regardless of revenue growth. He estimates ~50% additional dilution for SpaceX by June 2027 and as much as 83% for Anthropic’s early public investors. Weaker AI equity prices would widen credit spreads, slow bank balance sheet expansion, and tighten dollar liquidity for crypto in the near term.

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Crypto Banter · Published 2026-11-05 07:09 UTC

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