Capital Rotation Report: AI Absorbs the Speculative Bid as Credit and Insider Signals Flash Caution
Artificial intelligence narratives are draining flow from digital assets while BDC valuations question private credit marks and executives across Disney, PBF and AppFolio trim exposure.
Speculative capital is consolidating into AI at crypto's expense, even as BDC market pricing signals skepticism toward private credit valuations and a cluster of insider sales points to cooling conviction at the top of the cycle.
SPECIAL REPORTBEARISH