Arthur Hayes dropping bombs: SpaceX, Anthropic, and OpenAI are loaded with insider dilution. He's calling it now—when these hit public markets, shares will tank hard.

The fallout? AI credit and liquidity get squeezed. Tight.

But here's the alpha: Hayes expects central banks to step in with bailouts. Classic playbook. Print money, save the system.

And when that printer goes brrr? $BTC catches the wave. Liquidity flows into hard assets.

Watch the IPO timelines. Watch the macro response. This could be the next liquidity injection setup for crypto.