$2 trillion private credit market faces first real stress test. Blue Owl restricts withdrawals, AI debt machine under pressure. Big Short Michael Burry warns AI data center spending is unsustainable.

Bull Theory @BullTheoryio 🚨THE $2 TRILLION PRIVATE CREDIT MARKET COULD BE FACING ITS FIRST MAJOR BANKRUPTCY. Blue Owl manages about $273 billion in assets. It is one of the biggest lenders behind the AI data center buildout. When companies like …

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Q4 2025 U.S. credit card and auto loan delinquencies reach 2008 levels while student loan 90+ day delinquencies surge to a record 14%. Credit card debt hits record $1.28 trillion.

Q4 2025 student loans transitioning to 90+ days delinquent surged to +14%, a level never seen before in history. pic.twitter.com/OIBZin9gx1 — Financelot (@FinanceLancelot) February 10, 2026 CREDIT CARD STRESS IS SURGING: 12.7% OF CREDIT CARD LOANS ARE NOW 90+ DAYS …

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Big Tech suffers $1 trillion wipeout.

Amazon shares sunk more than 9% on Friday after the company’s hefty spending forecast surprised investors who were already wary that the artificial intelligence boom is at risk of becoming a bubble. The e-commerce company on Thursday was the latest …

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CRYPTO ASSETS LOSE $1.7 TRILLION IN VALUE

(Bloomberg) — Almost half a trillion dollars has been wiped off cryptocurrencies in less than a week as a selloff led by Bitcoin accelerated. Total crypto market value has slumped by $467.6 billion since Jan. 29, according to CoinGecko data. …

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The biggest lie in finance exposed: bonds aren’t safe, and long-duration holders are losing up to 80%. US debt rollover crisis looms as $8 trillion of ZIRP-era obligations hit 4.5%+ rates. Watch US yields carefully.

People keep calling bonds “safe,” but that’s a straight-up lie. Long bonds in 2021 looked boring and secure, but inflation turned them into a nightmare. “Bonds are a safe-haven asset” is one of the biggest lies in financial markets. Bond …

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