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Arthur Hayes just dropped a major macro take. The BitMEX co-founder believes AI is silently draining the liquidity that should be fueling Bitcoin's next leg up. His argument? Even as the dollar liquidity pool expands, massive AI-driven demand is absorbing it before it can reach crypto. Hayes points to rising oil prices, heavy supply pressure from giant AI IPOs, and U.S. political dynamics as the perfect storm that could pop the AI stock bubble. That correction, he warns, would drag crypto down in the short term before Bitcoin ultimately rebounds on fresh liquidity. In a tactical move, Maelstrom has already sold off HYPE, NEAR, WLD, and ZEC last week, while holding firm on BTC and ETH. Hayes also hinted at using derivatives for strategic short positions to navigate this choppy period. It's a bold take that challenges the "liquidity = price up" narrative. Whether you agree or not, it's worth watching how this plays out. Stay sharp out there.