They thought they were reassuring debt markets over AI cash. Instead, the company kicked a hornet’s nest, unleashing a MAJOR selloff that is sweeping through private credit. It isn’t just the BDCs (publicly traded funds) this time, either. The asset managers themselves are now getting swept up in the money outflows.
Looks like they figured out that debt + debt = more debt pic.twitter.com/2mmu1BeXK6
— zerohedge (@zerohedge) February 2, 2026