LD Capital founder warns AI bubble burst could hit BTC and U.S. stocks

LD Capital founder Jack Yi said on X that a slowdown in AI industry growth and rising debt burdens could trigger further declines in BTC and U.S. stocks. Yi said he had sold BTC earlier when it was near $86,000 and had been waiting for a chance to buy at lower levels, but recent U.S. political developments and an incident involving Jensen Huang had significantly changed the AI sector’s short-term outlook. He added that he had recently discussed a bearish outlook for the Nasdaq and BTC with an acquaintance, arguing that AI companies including Nvidia are taking on borrowing and debt beyond their actual revenue growth. Yi claimed that if problems emerge at Nvidia or companies tied to Elon Musk, the broader AI industry could face deleveraging and a bubble collapse. He added that such a scenario could lead to a sharp correction in U.S. stocks and, if conditions worsen, could spread into a financial crisis, stressing the need to prepare for a worst-case scenario.