Why $3.5 Trillion in Private Credit is About to Shift

Added: 2026-05-25

[00:00:00]read 3 and 1/2 trillion dollars in private credit right now.

[00:00:03]And that 3 and 1/2 trillion is getting 8 and 1/2% 9% yields. It's totally a liquid.

[00:00:10]And if even 1 or 2% of it flows into digital credit, this will be an explosion. I don't know why you wouldn't have 10% of it, 370 billion dollars just coming out of private credit flowing into digital credit.

[00:00:25]It's all illiquid, opaque, under collateralized, unrated stuff.

[00:00:33]So, digital credit, if it if it got even 1 or 2% of the junk bond market, the private credit market, you know, or or other sorts of exotic credit, it would be exploding.