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2026-09-01 19:38:06 UTC

captjack 🏴‍☠️✨💜 on Nostr: Bessent won't like this... The AI borrowing spree is pushing UST rates higher. AI ...

Bessent won't like this... The AI borrowing spree is pushing UST rates higher.

AI can't fund its growth out of cash flow anymore... They need record debt issuance.