cho.sh

researchmini

3,249 notes

260722260722 I prefer TUIBB9A08 MarkRight8B0501 에이전트 런타임 서버 셋업1983DC Bun을 Rust로 재작성하다2BDED3 260721260721 Agent Runtime Server SetupC38C2C 260719260719 AutoBuilder63849A 260718260718 Slack Bots are the new CLIs3E662F 260717260717 WristcomputerD98BDF 260716260716 SalpakanA2940F AGENTS.mdDFE522 260714260714 260713260713 260712260712 260711260711 인간의 보완재와 AX41F1E5 260710260710 tokenmaxxing cli635294 260709260709

SVB Debacle · cho.sh

SVB Debacle

SVB Debacle

Warning

This post is more than a year old. Information may be outdated.

Not just SVB. There have been 562 bank failures since 2000.

CCF7CC 4BF876 4DF74F

A larger bank comes in to acquire them, perhaps as soon as next week, and the situation will look like the WaMu case study.
But are more banks vulnerable to the effect of rising rates? In the 1980s, several banks failed during the Savings and Loans crisis, triggered by the Federal Reserve raising interest rates. SVB's collapse has echoes of the same period.

An Update on USDC and Silicon Valley Bank

While USDC can be used 24/7/365 on chain, issuance and redemption are constrained by the working hours of the U.S. banking system.
USDC liquidity operations will usually resume when banks open in the United States on Monday morning. As a practical matter, our teams are well prepared to handle the significant volume built on the solid liquidity and reserve assets discussed below.
USDC will remain redeemable 1 for 1 with the U.S. Dollar as a regulated payment token.

Backlinks2

American Bank Problems 230312

Comments

SVB Financial: Blow Up Risk (SIVB)

SVB Financial Group (NASDAQ: SIVB) is the holding company for Silicon Valley Bank. The company has carved out a niche as a leading commercial bank servicing technology and life science, many of which are early stages. The company benefitted mightily from the tech/biotech golden age of 2012-2021, with large deposit and loan growth in commercial banking, growth in its investment banking services, and gains in its equity and warrant investment portfolio. The company rode these gains to sector-beating ROEs.
While many of these tech bubble stocks have sold off quite a bit from their highs, many have severe threats to their underlying businesses, whose inherent weaknesses are being exposed as the tides roll out and funding dries up. SIVB was one of if not the most aggressive bankers to many start-up companies. That worked brilliantly in the VC funding boom but could cut the other way as the industry retrenches. So playing this company from the short side (via puts or shorting the stock) makes a lot of sense, particularly versus other banks that do not have the same tech exposure.

NEW: Etsy Delays Seller Payouts due to Run on Silicon Valley Bank

Some Etsy sellers failed to get disbursements on Friday, and in a letter that a seller forwarded to EcommerceBytes, Etsy explained it was due to the Silicon Valley Bank (SVB) debacle

Comments0

No comments yet. Be the first to share your thoughts.