The U.S. Banking System, Federal Reserve, & USDC Post-SVB Collapse with Ram Ahluwalia
Ram has his finger on the pulse on all things finance (crypto included), the U.S. Banking System, and The Federal Reserve.
Was USDC ever at risk? Is crypto being targeted? Could DeFi have fixed this? Answers to these questions and much more in the episode.
Timestamps
0:00 Intro
7:48 The Last 5 Days
10:30 Technology
15:35 Fractional Reserves & Assets
19:17 Banking & Venture
21:44 SIVB Outlier
27:35 Risk Curves
29:35 Carry Trades
35:05 Money Markets
38:15 Who's Next?
40:55 Feds' Goal
47:15 Sneak Attack on Tax Payers?
49:30 Longtail Banks
57:39 Was USDC Ever at Risk?
1:03:10 SigNet
1:07:15 Is Crypto Being Targeted?
1:12:18 Interest Rates
1:18:35 Could DeFi Fix This?
1:22:24 Closing & Disclaimers
Resources
Ram Ahluwalia
https://twitter.com/ramahluwalia
SVB is not like other banks
https://twitter.com/ramahluwalia/status/1635464465142480896
Why was Signature Bank targeted?
https://twitter.com/ramahluwalia/status/1635267951610810370?s=20
“Settlement Risk”
https://twitter.com/ramahluwalia/status/1635113232909373441?s=20
Conclusion
https://twitter.com/ramahluwalia/status/1634203375880265730?s=20