The $25 Trillion AI Bubble Depends on One Thing… Debt

Eurodollar University · Dec 22, 2025 · 21m

Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle. This is big, especially since before now Blue Owl and Oracle worked together on seemingly everything. We’ve even got Tether’s CEO feeling the winds shift, admitting how Bitcoin’s struggles, for example, are a reflection of both the credit cycle and bursting AI anxiety.

Eurodollar University's conversation w/Steve Van Metre

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