Theo(@Theo_Network):1/ Our CIO @iggyioppe told IFR that a lot of AI infrastructure debt is being priced on the issuer's name rather than on the assets behind it. The Beignet 2049s have repriced from 5.60% to 7.10% as investors started asking what's underneath. We hold the same standard onchain: reserves you can verify, not disclosures you have to take on faith.

Theo

@Theo_Network

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Theo@Theo_Network

2026.08.03 16:07

1/ Our CIO @iggyioppe told IFR that a lot of AI infrastructure debt is being priced on the issuer's name rather than on the assets behind it. The Beignet 2049s have repriced from 5.60% to 7.10% as investors started asking what's underneath. We hold the same standard onchain: reserves you can verify, not disclosures you have to take on faith.