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Chronicles

The story behind the story

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Sources: Wall Street banks led by Morgan Stanley have offloaded almost all of Elon Musk's $12.5B in loans used to buy Twitter, and now hold $1B+ in X debt

Investor perception of debt has changed since Donald Trump's election victory  —  Wall Street banks have rid themselves of almost … Bluesky: @bondhack.ft.com Bluesky: Robert Smith / @bondhack.ft.com : Banks were making 50m x 50m markets in X/Twitter's debt following its most recent syndication.  Don't ever recall seeing markets that big in leveraged credit before, let alone a loan to a private company.  —  Recall that this debt was basically toxic until a few months ago  —  www.ft.com/content/4f44...

Financial Times

Context & Ripple Effects

The banks initially planned to retain the acquisition financing while awaiting a clearer business plan, then remained exposed a year later as they anticipated a meaningful loss on a sale. This reported distribution marks a reversal of that overhang, following the period when lenders still held the debt and expected a hit from an eventual sale.

The reported willingness to make large two-way markets suggests the debt had become tradable again after being difficult to place. Subsequent coverage indicates the remaining syndication process ultimately reached a final $1.2 billion sale at 98 cents on the dollar.

First-order effects

  • Morgan Stanley and the other lenders have shifted most of the Twitter-buyout credit exposure from their balance sheets to debt investors, while retaining more than $1 billion of X debt.
  • X's underlying borrowing remains in place, but the banks' immediate risk of carrying an unsold, illiquid loan position is substantially reduced.

Second-order effects

  • More active trading gives investors a market reference for X debt and gives lenders a clearer route to distribute the remaining exposure rather than hold it indefinitely.
  • The reported recovery in investor appetite changes who bears any future losses: credit investors increasingly absorb that risk, rather than the original underwriting banks; later reporting says X covered some losses usually borne by lenders in the final sale.

Third-order effects

  • If this type of repricing persists, difficult acquisition financings can move from bank balance sheets into traded credit markets once investor demand returns, even after a prolonged distribution delay.
  • The episode reinforces that leveraged-finance underwriting risk is not finished at closing: banks' ability to syndicate depends on a borrower's perceived trajectory and broader risk appetite, which can shift quickly.

The trend: This is part of a broader return of riskier corporate debt to tradable credit markets as investor appetite improves and banks work down legacy underwriting exposure.

Discussion

  • @bondhack.ft.com Robert Smith on bluesky
    Banks were making 50m x 50m markets in X/Twitter's debt following its most recent syndication.  Don't ever recall seeing markets that big in leveraged credit before, let alone a loan to a private company.  —  Recall that this debt was basically toxic until a few months ago  —  ww…