Fidelity's Timmer Flags AI Debt Risk as CoreWeave Bond Yields Top 15%
Jurrien Timmer argues the danger in the AI trade may sit in credit markets rather than equity valuations, pointing to CoreWeave's elevated bond yields.
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Jurrien Timmer argues the danger in the AI trade may sit in credit markets rather than equity valuations, pointing to CoreWeave's elevated bond yields.

Empery's bitcoin reserves fell 76% in weeks after offloading 1,635 BTC, with 954 BTC pledged against $35M debt.
JPMorgan CEO says margin debt is at an all-time high and warns of four risks from hidden leverage.

A crypto company holding millions in Solana is down to $4,000 in cash and seeks a loan to manage $1.5 million in debt.

Goldfinch's proposal to wind down its senior pool marks a shift from growth to borrower workouts and legal cleanup.
On-chain leverage ratio in DeFi hit 2021 levels due to falling total value locked, not rising debt, per Binance Research.