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Katie_OKX
#AISuperIPOSeason The AI IPO season is officially here and it's moving fast 🚀
OpenAI filed a confidential S-1 this week — and proactively warned it expected leaks. SpaceX's Nasdaq IPO saw 2x oversubscription. Musk gets 1.3B super-voting shares and compensation tied to a $7.5T market cap + Mars colony targets (yes, really). Cerebras debuted up 68%, added another 18%+ on June 8 📈
Perplexity's CEO called SpaceX a bellwether for how Anthropic and OpenAI will trade. So the next few weeks of SPCX price action basically sets the mood for the entire AI IPO wave 👀
Arthur Hayes is sounding the alarm: three mega-IPOs absorbing this much liquidity could drain the market, burst the AI bubble, and drag crypto down with it 💀
Two questions I keep coming back to:
Do you agree with Hayes? If the AI IPO wave sucks up too much capital, does crypto get hit as collateral damage — or does the AI narrative actually lift crypto sentiment? 🤔
And what's your read on what these mega-IPOs mean for the market overall — liquidity vacuum or sentiment amplifier? 👇
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