Wu Shuo learned that QCP Capital pointed out in its market report on October 23 that the financing risks of AI infrastructure companies are positively transmitted to the stock and cryptocurrency markets, and Bitcoin has recently followed the weakness of the US stock market, showing strong linkage with traditional risk assets. The bond yield of AI cloud computing company CoreWeave has risen to about 15%, and its stock price fell by about 10% on October 22, reflecting market concerns about high capital expenditures, debt repayment ability, and subsequent financing costs. At the same time, the yield of French 10-year treasury bond once exceeded 5.1%, and the interest margin of German treasury bond widened to about 170 basis points over the same period. The geopolitical tensions in the Middle East pushed oil prices to a five month high. QCP stated that Bitcoin has recently shown traditional risk asset characteristics as the US stock market has weakened. Market expectations for the Fed's October rate hike have dropped to near zero, but confidence in a December rate cut has also weakened. https://www. (wublock123.com)/news/qcp-ai-infrastructure-debt-risk-bitcoin-traditional-risk-assets-70596