🎯 Wall Street is starting to insure itself against an AI bubble
📰 Options contracts for cloud newcomer CoreWeave have hit a record high, while the cost of default protection on debt from Amazon, Microsoft, Meta, and Oracle has surged to its highest level since 2021.
💬 Even people who’ve been on a winning streak are suddenly looking to buy insurance—that tells you they know what’s coming. As AI’s finances tighten, risk appetite will take a hit next year, and crypto will cool off right along with it.
🏷️ #AI泡沫 #CDS #风险对冲 #macro
📰 Options contracts for cloud newcomer CoreWeave have hit a record high, while the cost of default protection on debt from Amazon, Microsoft, Meta, and Oracle has surged to its highest level since 2021.
💬 Even people who’ve been on a winning streak are suddenly looking to buy insurance—that tells you they know what’s coming. As AI’s finances tighten, risk appetite will take a hit next year, and crypto will cool off right along with it.
🏷️ #AI泡沫 #CDS #风险对冲 #macro