#BTC CoinWorld News reports that Arthur Hayes said in an interview with Cointelegraph that he has fully liquidated his altcoin positions such as HYPE, NEAR, and Worldcoin. He reflected on his earlier macro predictions, saying that the current market’s fiat liquidity has not flowed into Bitcoin, but has gone entirely into the AI sector. He noted that the AI narrative currently faces three problems: the most difficult energy prices, the risk that U.S. policies may reverse, and the draining effect of massive IPOs by giants such as Anthropic and OpenAI. He said that it’s not that if AI were to plunge by 50%, people would then have funds to buy Bitcoin; at that point, Bitcoin would be “indiscriminately dumped like bathwater.” Given these risks, he decided to leave the market.