Dragonfly’s Haseeb: Anthropic and OpenAI IPOs to Be Largest Liquidity Shift

The prediction reframes crypto's liquidity narrative around an external, non-crypto catalyst: the public listings of AI labs. If realized, the scale of capital rotation could drain speculative flows from digital assets, testing the sector's resilience as a standalone market. For crypto, the key dynamic is not the AI IPOs themselves but whether they become a gravitational pull strong enough to reset risk appetite. The open question is how much of this anticipated shift is already priced into current market positioning, and whether crypto's own institutional adoption can offset the outflow.