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CoreWeave: The Needle in the AI Bubble?
The debt market is pricing a better than 60% chance that CoreWeave, a key AI infrastructure company, defaults within five years. Its bonds fell below 80 cents on the dollar this week, the level widely seen as distress. Most index funds are still full of the same AI names.
South Korea's chip-heavy Kospi peaked in June and is down more than 40% since, while US indices have held up so far. In this post: how CoreWeave's borrowing works, what the bond market is signaling, the domino chain from Seoul to Silicon Valley, and what it means for Bitcoin.
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