Is AI pulling liquidity away from Bitcoin?

Another theory on why Bitcoin dropped from $74K to $66K in just 48 hours.
Three of the biggest AI-related companies could potentially hit the public markets in the coming months:
• SpaceX — valued at around $1.75–1.8T
• Anthropic — valued at around $965B
• OpenAI — valued at around $852B
Together, they could attract more than $205 billion from public market investors.
That could become one of the biggest liquidity shifts in market history. The real question is: where does that money come from?
Bitcoin is still one of the most liquid assets in the world, so it’s possible that some capital gets pulled out of crypto and rotated into these massive AI-related opportunities.