RT mert | helius.dev (@0xMert_)it's always good to think of worst-case scenarios for the economy to predict how one might fare in such a casefirst, recall that the banks are scared, even of relatively harmless crypto primitives like stablecoins (which actually give them more control than before)due to the new GENIUS act, stablecoin issuers are *barred* from paying interest or yield to holdersthe reason is because the banking mfers lobbied against it as that would really hurt their business(there are loophol ...

Regulatory Landscape & Banking Influence - The banking sector actively lobbies against crypto initiatives like stablecoins that offer interest, fearing competition and potential business disruption [1] - New regulations, exemplified by the GENIUS Act, restrict stablecoin issuers from paying interest to holders due to banking lobbying efforts [1] Financial Crisis & Self-Custody - A potential financial crisis could drive individuals to seek self-custody solutions to mitigate counterparty risk associated with banks [1] - Banks may impose restrictions on withdrawals, potentially through centralized exchanges (CEXes), to prevent consumer deposit flight during a financial crisis [1] Private Money & Political Influence - Demand for self-custodied and private money solutions is expected to increase significantly in scenarios where banks attempt to control access to funds [1] - The severity of potential financial restrictions and regulations on crypto could be exacerbated depending on the political climate and regulatory figures in power [1]

"This isn’t about [retail] inflation anymore. Investors are fleeing counterparty risk itself."EndGame Macro (@onechancefreedm):Gold’s surge past $4,100 is the market screaming that something big is breaking beneath the surface. You don’t see gold rally this hard while oil drops, the dollar holds steady, and long term Treasury yields fall unless the system is quietly shifting into crisis prevention mode. https://t.co/52gMUUukx8 ...

I spoke to the Cool Weave CEO last night and I basically put to him that all of the people in this ecosystem are writing checks they can't cash. The demand is there, but their ability to pay for it, the infrastructure needs to be built. Maybe it's not.And you make a really smart case on just how wide some of the losses are with all the spending as as much as they have momentum and what they're doing and what they're in financial terms is called is counterparty risk, that if you are selling, if you are build ...