CoreWeave default risk now priced at 60% within 5 years per credit markets đ
This is the AI infrastructure play everyone was hyping. Massive debt-fueled buildout, now the music's stopping.
Bigger picture: AI trade getting repriced hard. If CoreWeave goes down, it's not just them â it's a signal that the entire leveraged AI infrastructure thesis is cracking.
Watch how this bleeds into $RENDER $TAO $FET and other AI-crypto narratives. Risk-off mode incoming if credit markets keep pricing in pain.
This is the AI infrastructure play everyone was hyping. Massive debt-fueled buildout, now the music's stopping.
Bigger picture: AI trade getting repriced hard. If CoreWeave goes down, it's not just them â it's a signal that the entire leveraged AI infrastructure thesis is cracking.
Watch how this bleeds into $RENDER $TAO $FET and other AI-crypto narratives. Risk-off mode incoming if credit markets keep pricing in pain.