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The AI IPO wave just turned into a flood. Three of the most valuable private companies in the world filed S-1s within weeks of each other. The combined fundraising targets could exceed $200B before Q3 ends. Nothing in market history comes close. Here's what's in motion: · OpenAI: S-1 filed in May, Q4 listing target, $852B valuation. Revenue at $25B+ annualized. ChatGPT crossed 1B monthly users in May, fastest app in history to hit that mark. Still losing $1.22 per $1 earned, $14B in projected operating losses this year. Markets are pricing it toward $1 trillion anyway. · Anthropic: S-1 filed June 1, IPO targeting October 23, valuation at $965B after a $65B Series H. Expected raise exceeds $60B, which would make it the largest IPO in history, surpassing Saudi Aramco's $29.4B in 2019. · SpaceX: raising $75B at a $1.75T valuation. Orders hit $150B before books closed. Prices June 11, begins trading Nasdaq June 12. Musk's pay package worth up to $1.1T, tied to a $7.5T market cap and a Mars colony. · Cerebras: IPO'd at $185, opened at $350, surged 68% day one. Demand 20x oversubscribed. Market cap hit nearly $70B. Largest IPO of 2026 so far. · Perplexity: valued at $20B, $500M annualized revenue. CEO confirmed 2028 IPO plan unchanged, calling SpaceX's debut a bellwether for what's ahead. That's five AI companies stacking up for public markets, with three moving this quarter alone. Arthur Hayes isn't celebrating. He published a public warning that this wave of mega-IPOs will absorb so much capital that the broader market stalls and crypto takes the hit first. Every dollar flowing into an OpenAI or Anthropic IPO is a dollar not sitting in BTC or ETH. If all three land before October, the liquidity math gets uncomfortable fast. Do you think the AI IPO wave will pull capital away from crypto, or is there enough money in the market for both to run#AISuperIPOSeason #ChipRallyOnCeasefire #ClarityActFinalStretch