AI Debt Hits Record $320B, Driving Up Yields and Piling Pressure on BTC

A record-breaking $320 billion in AI debt is projected for this year, marking a 60% increase from 2025 levels and nearly nine times 2024 volumes. This surge positions AI-focused firms as direct rivals to the US Treasury for long-term capital, driving up yields and pulling liquidity away from risk assets, including Bitcoin (BTC).

The record-breaking debt issuance is according to The Kobeissi Letter shared by André Dragosch. This development marks a clear sign of AI industry impact bleeding into traditional markets and affecting BTC price prediction models.