ChainCatcher reports that, according to CoinDesk, the U.S. private credit giant Blue Owl Capital announced the sale of approximately $1.4 billion in loan assets to meet redemption demands from investors in its retail-oriented private credit fund.
The fund will return about 30% of its net asset value (NAV) to qualified investors, with the asset sale price at 99.7% of face value. As a result, Blue Owl’s stock (OWL) dropped nearly 15% this week, with a year-to-date decline of over 50%; other private equity firms such as Blackstone, Apollo Global, and Ares Management also saw significant declines.
Experts compare this to the “canary in the coal mine” signals before the 2007 financial crisis, warning that excessive expansion in the private credit market—especially related to AI investments—could trigger systemic risks, credit tightening, and banking contagion.
If pressures intensify, forcing central banks to cut interest rates and inject liquidity, it could replicate the post-pandemic scenario of 2020, injecting momentum into Bitcoin and the crypto markets and fueling the next bull run.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Fitch: Cooling labor market and slowing wage growth may lead the Federal Reserve to cut interest rates twice this year
Gate News Announcement, on March 11, Fitch Ratings stated on March 12 that a cooling labor market and slowing wage growth could lead the Federal Reserve to cut interest rates twice in 2026.
GateNews48m ago
The U.S. Bureau of Labor Statistics faces data collection challenges due to staffing shortages, with the estimated method using a significantly increased proportion.
The U.S. Bureau of Labor Statistics is facing staffing shortages due to a federal government hiring freeze, affecting price data collection. The use of low-precision estimation methods has increased from 9% to 40%. The bureau has currently posted job openings to alleviate this situation.
GateNews1h ago
U.S. February core CPI month-over-month was 0.2%, in line with market expectations
Gate News Report, March 11th: The seasonally adjusted core CPI (Core Consumer Price Index, a key indicator of inflation) for February in the United States rose by 0.2% month-over-month, in line with market expectations of 0.2%, compared to the previous value of 0.3%.
GateNews4h ago
U.S. February CPI Year-over-Year is 2.4%, in line with market expectations
Gate News Report: On March 11, the US February seasonally adjusted CPI (Consumer Price Index, a key indicator of inflation) annual rate was 2.4%, in line with market expectations and unchanged from the previous month.
GateNews4h ago
U.S. February Core CPI Year-over-Year 2.5%, in line with market expectations and unchanged from last month
Gate News: On March 11, the United States announced that the seasonally adjusted core CPI (Consumer Price Index excluding food and energy) for February was 2.5% year-over-year, in line with market expectations and unchanged from the previous month.
GateNews4h ago
Stablecoins are on the rise! Jefferies: Bank deposits may decline by 3% to 5% within the next 5 years
Due to the rise of stablecoins, traditional banks will face deposit outflows and profit pressure. Jefferies predicts that in the next five years, bank core deposits may decline by 3%-5%, and the stablecoin market size is expected to expand to $1.15 trillion within five years. Although traditional banks will not face existential threats in the short term, they need to contend with revenue competition. To address these challenges, financial giants are actively deploying stablecoins.
区块客6h ago