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
Arthur Hayes: The market underestimates the risk of Middle East conflict; AI replacing human labor could trigger a credit crisis
Maelstrom Co-Founder Arthur Hayes warns that the risk of Middle East conflict is underestimated, and disruptions in energy flows could trigger a global economic crisis. He also mentioned that the rapid replacement of labor by artificial intelligence could lead to a credit crisis, calling for attention to liquidity issues in the financial system.
GateNews18m ago
Oil prices hit over two-year highs, with analysts warning that the risk of Gulf oil production stoppages could impact the global economy
On March 7th, Qatar's Energy Minister warned that oil production in the Gulf region could cease, causing oil prices to soar to a two-year high. Analysts warn that if the situation persists for more than two weeks, it could have a significant impact on the global economy, with oil prices potentially exceeding $100 per barrel. The market expects transportation disruptions to be resolved quickly, but the increased risk of conflict and rising energy costs could slow economic growth.
GateNews33m ago
BlackRock's $26 billion private credit fund restricts withdrawals! Experts warn: Cryptocurrency and DeFi ecosystems may be impacted
BlackRock's private credit fund has restricted withdrawals due to increased redemption demands, raising concerns that this could trigger broader financial market stress and potentially impact crypto assets and decentralized finance (DeFi). Several asset management firms' stock prices have declined, and experts warn that if market pressure continues, it could lead to a deleveraging effect impacting other asset classes, including the banking system and tokenized assets.
動區BlockTempo48m ago
U.S. non-farm payroll data below expectations, analysts say it provides a reason for the Federal Reserve to cut interest rates
Bokeh Capital Partners Chief Investment Officer Kim Forrest pointed out that the U.S. non-farm payroll data was below expectations, economic volatility has increased, layoffs are rising, and corporate personnel are overstaffed. She believes that the current economic measurement methods are insufficient to reflect the true situation and provide a basis for the Federal Reserve to cut interest rates.
GateNews1h ago
Trump states: Iran will only cease fire if they "unconditionally surrender"! Middle East conflict escalates, oil and the dollar soar, Bitcoin drops to $68,000
U.S. President Trump strongly demanded Iran's "unconditional surrender" and ruled out any negotiations, leading to intensified Middle East conflict, with the clash spreading to multiple countries and causing heavy casualties. As a result, global markets became volatile, oil prices surged to nearly two-year highs, inflation fears intensified, the dollar appreciated significantly, and investor sentiment remained subdued.
動區BlockTempo2h ago
By the end of February, our country's foreign exchange reserves reached $3,427.8 billion, an increase of 0.85% month-on-month.
As of the end of February 2026, China's foreign exchange reserves reached $3,427.8 billion, an increase of $28.7 billion compared to January. Mainly influenced by macroeconomic data and the rise of the US dollar index, factors such as exchange rate conversions and asset price changes collectively contributed to the stability of the foreign exchange reserve scale. The State Administration of Foreign Exchange stated that China's economy continues to improve, providing support for foreign exchange reserves.
GateNews2h ago
