The Fed recently ran a financial stability survey, and the results seem to have spooked even the Fed itself: 87% of respondents believe AI poses a major risk to U.S. and even global financial stability. In the spring survey, that figure was only 50%. It nearly doubled in six months—the panic curve inside the regulatory system is steeper than the Nasdaq’s pullback.
Look closely at the reasons, and they line up perfectly with what we’ve been watching every day for the past two weeks: AI giants lining up to issue debt and burn cash, data center loans stalled by grid assessments, and memory sticks becoming family heirlooms that you still have to pay extra to get your hands on. Money across the whole system is squeezing into the same AI story, so much so that even the Fed itself is getting restless.
My take is simple: systemic risk has never really been about one type of asset rising too fast. It’s about everyone betting on the same narrative. The more neatly the story comes together, the fewer people will be able to catch it when cracks appear.
Weekend liquidity is thin, and $BTC is still languishing below 70,000. The big players are off the clock, so just keep your hands to yourself and watch the show.
NFA DYOR
#AI #美联储 #金融稳定 #比特币 #Cryptocurrency
Look closely at the reasons, and they line up perfectly with what we’ve been watching every day for the past two weeks: AI giants lining up to issue debt and burn cash, data center loans stalled by grid assessments, and memory sticks becoming family heirlooms that you still have to pay extra to get your hands on. Money across the whole system is squeezing into the same AI story, so much so that even the Fed itself is getting restless.
My take is simple: systemic risk has never really been about one type of asset rising too fast. It’s about everyone betting on the same narrative. The more neatly the story comes together, the fewer people will be able to catch it when cracks appear.
Weekend liquidity is thin, and $BTC is still languishing below 70,000. The big players are off the clock, so just keep your hands to yourself and watch the show.
NFA DYOR
#AI #美联储 #金融稳定 #比特币 #Cryptocurrency