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🚨 Arthur Hayes: AI Is Absorbing Liquidity That Could Have Gone to Bitcoin BitMEX co-founder Arthur Hayes believes a significant portion of newly created dollar liquidity is being redirected into AI-related investments, limiting Bitcoin's ability to extend its rally despite improving liquidity conditions. According to Hayes, a combination of rising energy prices, heavy supply from upcoming AI-focused IPOs, and political uncertainty in the U.S. could put pressure on the AI sector and potentially trigger a correction. If that happens, both equities and crypto assets may face short-term downside before liquidity eventually rotates back into Bitcoin. Hayes revealed that Maelstrom reduced exposure last week by exiting positions in HYPE, NEAR, WLD, and ZEC, while continuing to hold BTC and ETH. He also indicated that tactical short positions through derivatives remain a possibility if market conditions weaken further. The core thesis: liquidity hasn't disappeared—it may simply be concentrated elsewhere for now. #AISuperIPOSeason #ChipRallyOnCeasefire #ClarityActFinalStretch