Macro· ★★★· bearish·

JPMorgan warns AI debt burden raises risks for tech stocks and bitcoin

  • —Goldman Sachs risk gauge hits lowest since April 2025
  • —Tech CDS volume jumps from under $2B to over $9B
  • —JPMorgan demands AI firms prove they can service debt
Why it matters: A tech selloff and rising default insurance costs for AI firms could add pressure on bitcoin and the broader crypto market.
Source: Coin Türk