According to @KobeissiLetter, AI-related investment-grade bond issuance now accounts for about 14% of total new issuance in the US corporate bond market (source: @KobeissiLetter, Dec 29, 2025). According to @KobeissiLetter, this share has doubled year over year after remaining unchanged since 2022 (source: @KobeissiLetter, Dec 29, 2025). According to @KobeissiLetter, AI-linked borrowing is ramping up and AI-linked debt is now the third-largest, highlighting the growing scale of AI financing in US IG credit (source: @KobeissiLetter, Dec 29, 2025). According to @KobeissiLetter, no direct cryptocurrency market impact was stated (source: @KobeissiLetter, Dec 29, 2025).