Binance Research reports investors growing nervous about AI companies' debt as the cost of hedging AI hits a record high and investors pay for marginal returns on AI expenses while Pokémon cards rise 60% in 2026 beating $SPY and $BTC.

Bitcoin trades at $79986.23 as Big Tech AI debt issuance surges to $320 billion, up 60% YoY and capturing 70% of Treasury bond demand.

AI-linked debt issuance surges from $136B in 2025 to $344B in 2026, shifting buildout to credit markets with focus on GPU utilization and refinancing risks for $NBIS, $CRWV.

According to @CNBC, Oracle’s AI-fueled debt load has investors on edge ahead of the company’s quarterly earnings. Source: CNBC. The post includes no reference to crypto or digital assets, indicating no direct crypto-market catalyst from this headline. Source: CNBC.