The amount of debt that is accruing is pretty insane. A lot of it is obscured through private credit and there are is a lot of crazy financial engineering happening (using GPUs as collateral, SPVs to hide borrowing from the public balance sheet, tranching and selling of the datacenter debt). It's driving up inflation and eating everything from RAM to jet engines. It's going to be a painful pop regardless, but the sooner it ends the better. Just in every sense, each day it continues, the more danger the country is in.