[nostrademons]

Tech will crash harder than 2008 (but not as hard as 2000).

The overall financial system will probably do a bit better, unless the student loan bubble blows at the same time. The dollar amounts in tech are tiny compared to the housing or student loan markets; there's just not as much room to go downwards.

[roymurdock]

I'm not so sure about this. What concerns me is not the private VC money in tech, but the public pension/retirement funds in companies like Twitter, Fbook, LinkedIn, etc. which are all ~70% institutionally owned.

Housing/student loan market seems pretty tight to me. Students loans cannot be discharged and house lending standards are under strict scrutiny due to 2008.

Would be interested to see any #s you have though.