Roger(@rdd147):Bubble Stage $CRWV CoreWeave becomes the first company in history to price a 60% default rate and have >$30 billion marketcap. No other company in history came close. Companies with $30B+ market caps and bonds implying 60% default risk This is an extremely unusual combination. I could verify one current example—CoreWeave—but I could not establish a reliable historical count of companies that simultaneously had a market capitalization above $30 billion and a five-year, market-implied default probability of at least 60%.

2026.10.15 18:36

Bubble Stage $CRWV CoreWeave becomes the first company in history to price a 60% default rate and have >$30 billion marketcap. No other company in history came close. Companies with $30B+ market caps and bonds implying 60% default risk This is an extremely unusual combination. I could verify one current example—CoreWeave—but I could not establish a reliable historical count of companies that simultaneously had a market capitalization above $30 billion and a five-year, market-implied default probability of at least 60%.

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