The financial system is already largely disconnected from reality. It's already non-sensical for even expert in the field. The stock market rally against all odds are crash without external events. Outside a few connected people, to whom Yuval is also connected, and are aware of all sort of secret manoeuvers, most cannot fanthom grasping it. Perhaps his real fear is that AI is leveling the playing field as everyone can now develop his own trading algorithm cheaply.