According to @KobeissiLetter, AI-related issuers now comprise a record 14% of the Investment Grade Corporate Bond Index, up 2.5 percentage points since 2020, based on JPMorgan data, source: @KobeissiLetter citing JPMorgan. This AI sector weight now surpasses the banking sector’s roughly 11.5% share that historically led the index, highlighting a leadership change within investment-grade credit, source: @KobeissiLetter citing JPMorgan. AI universe debt has grown by about 400 billion dollars to an all-time high of 1.2 trillion dollars over this period, underscoring elevated issuance and index concentration in AI-linked corporates, source: @KobeissiLetter citing JPMorgan. For traders, the source notes AI is reshaping capital markets, implying IG credit performance and benchmark flows are increasingly tied to AI balance sheets, a cross-asset theme crypto market participants may monitor for sentiment spillovers, source: @KobeissiLetter citing JPMorgan.

According to @MilkRoadDaily, Coinbase Institutional’s David Duong projects the stablecoin market could expand from roughly $275 billion to $1.2 trillion by 2028, a 336% increase (source: @MilkRoadDaily, Twitter, Aug 30, 2025). Based on the same figures, this trajectory implies approximately a 62% compound annual growth rate and about 12.8% average quarter-over-quarter expansion, offering traders a sizing baseline for liquidity planning and stablecoin supply scenarios through 2028 (source: @MilkRoadDaily, Twitter, Aug 30, 2025).