HELIX的动态

???END OF BTFP: IMPLICATIONS FROM MICHAEL PENTO ?? ???HODLERS WILL WANT to skip the first five minutes of this (MP despises BTC) ???AT THE 6:14 MARK he explains a few overlooked notes on BTFP: > banks who took advantage of BTFP (2023-to date) must take back the pledged underwater securities the FRB took as collateral > those securities are even more underwater now, after the rate increases since March 2023. And defaults rising for 19 months in a row > NYCB is, in his view, emblematic of the entire system: it is not concentrated risk in one bank, but in ALL banks and near banks ?? IN HIS OWN FUND, he says he is not shorting anything but is watching credit spreads like a hawk. Worth listening to what Pento has to say. His premise is the global system is deformed and must snap back to fundamentals....and soon. Reverse Repo has drained from $2.5 trillion to less than 1/2 a billion now. RR has offset QT completely, so the odds are (in his words) that a new liquidity crisis is imminent. #defaults #cmbs #cre #rates #michaelpento #portfolio #NYCB #btc #crypto #reverserepo #FRB #qt

Now this: $4,165,000,000 in Deposit Flight Hits New York Bank As Federal Reserve Chair Jerome Powell Warns More Lenders Will Collapse Remembers, when they succeed at crashing these banks, "Saviors" will step in and buy up all the assets at pennies on the Dollar. I wonder where the deposits are going. Can't be cash since cash keeps dropping in value. According to data presented by #Finbold, the U.S. dollar has depreciated sixfold over the past 50 years. In 1972, the worth of one dollar was $1, but by 2022, the value of a dollar has dropped by an incredible?86%, to $0.14. #friends #family #CTO #CFO #SMB #Entrepreneur #Neighbor #teens #parents #wife #husband #mom #dad #Employers #technews #Cryptonews #Blockchain #fourthindustrialrevolution?#newyork #NYC

Hello LinkedIn Community?? At WeFi, we're addressing a key DeFi challenge: balancing liquidity, accessibility, and user experience. Our WFI Liquidity Pendulum allows users to provide or borrow WFI using pairs like USDT-WFI or BNB-WFI. ?? Nodes earn from borrowing interest, while users gain flexibility. ??How it works: More swaps = more incentives for liquidity providers (LPs). As LPs increase, the borrowing rate decreases, lowering costs for users. This creates a self-sustaining cycle—a "liquidity pendulum"—that benefits both card users and Nodes, driving liquidity growth and better affordability. We’re excited to keep solving the challenges of liquidity management in decentralized finance and are constantly looking for ways to improve the user experience while incentivizing participation from all sides.?? #DeFi #Liquidity #WeFi #WFI #NonCustodial #Web3

I Know Exactly What Pipe Will Break: The Next Systemic Banking Crisis The flight to Federal Reserve's Reverse Repurchase facility (RRP) in March 2023 was quickly contained because the damage to the private banking system was really localized to banks that dealt with doomed crypto exchange FTX and their founder’s ecosystem of failure. The second may not go so well. In this article, Tynan Overstreet, Head Trader at Hekaton LLC., breaks down how, whatever eventually sparks the next big one, the pipe that will break is the one between bank reserves and RRP. #fed #federalreserve #bankingsystem #rrp https://lnkd.in/dBEJaQrR

Banking and finance humans, I need your insights on this alarming situation:?: "Unrealized losses on available-for-sale and held-to-maturity securities soared by $39 billion to $517 billion in the first quarter." ?? With 63 banks facing collapse, the stability of the US financial sector is under serious threat. Rising interest rates and mortgage rates are only adding fuel to the fire. Sooo... what happens next? ?? Bank Bailouts: Why should we keep bailing out these banks with our hard-earned taxpayer money? It's infuriating to see our money being used to save failing institutions, while the top executives walk away with golden parachutes! ?? For Bitcoin: I wonder if we might see a rally behind Bitcoin as people seek safer investments. I'm here for it. ?? ?? Your Thoughts: Should we bailout banks? What are your predictions for Bitcoin and the broader economy? https://lnkd.in/gUWFiVij

As a space that is expected to take off in coming years, the road to utilizing decentralized finance (DeFi) for regulated financial activities is under construction. Dan Sleep of Northern Trust and Boon-Hiong Chan of Deutsche Bank examine key driving forces in the #DeFi domain and assess what lies ahead for the industry on the road to institutional DeFi. Listen now: https://ow.ly/Rku130sHVP5

I Know Exactly What Pipe Will Break: The Next Systemic Banking Crisis The flight to Federal Reserve's Reverse Repurchase facility (RRP) in March 2023 was quickly contained because the damage to the private banking system was really localized to banks that dealt with doomed crypto exchange FTX and their founder’s ecosystem of failure. The second may not go so well. In this article, Tynan Overstreet, Head Trader at Hekaton LLC., breaks down how, whatever eventually sparks the next big one, the pipe that will break is the one between bank reserves and RRP. #fed #federalreserve #bankingsystem #rrp https://lnkd.in/dBEJaQrR