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BTFP

April 15, 2023 By Asi de Silva

Bank Failures and The Bitcoin Rally

At first blush, it certainly looks like the bank failures may have driven the bitcoin rally higher. Bitcoin and the crypto sector overall had already experienced a crushing drawdown, and the bank failures highlight the fragility of our current debt-laden economic system. However, a deeper look shows that higher beta tech stocks have done just […]

Filed Under: News, The Dispatch Tagged With: bank credit, bank failure, bankruptcies, Bitcoin, bitcoin adoption, bitcoin funding rate, Bitcoin futures liquidation, bitcoin on-chain data, BTFP, crypto, crypto liquidation, equity positioning, HODL ratio

March 17, 2023 By Asi de Silva

Fed Expands Balance Sheet Again

We do not believe that the Fed expanding its balance sheet again will mirror the asset performance of 2020/21. The current expansion is to heal a wounded banking system scrambling for liquidity. This liquidity from the Fed will be used to repair balance sheets and has a very low probability of being loaned into the […]

Filed Under: News, The Dispatch Tagged With: bank credit, bank failure, BTFP, credit standards, FDIC, Fed balance sheet, Fed discount window, Fed QE, First Republic Bank, lobbying, moral hazard, SVB

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