Bitcoin Extreme Fear: Clarity Act Talks Collapse and Coinbase Dumps | E66
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The $1.3 Trillion Math Problem the Banks Don't Want You to Solve.Bitcoin has plunged back into "Extreme Fear" as the regulatory facade in Washington crumbles. This week, the Digital Asset Market Clarity Act—the bill promised to bring institutional certainty—completely collapsed after a "toxic" showdown at the White House.In this episode, we go behind the headlines to explain why Treasury Secretary Scott Bessent is calling Coinbase a "recalcitrant actor" and why Charles Hoskinson is using the word "Judas" to describe industry leaders who supported the bill.What you’ll learn today:The Yield War: Why the banking lobby is terrified of the spread between the 0.45% national savings average and the 5.0% yield of Treasury-backed stablecoins.Net Interest Margin (NIM): We show the math of how banks are legislating their profit margins into existence by trying to ban stablecoin rewards.The Danger Number: Citing ICBA data, we break down the $1.3 Trillion "Deposit Flight" that could trigger an $850 Billion contraction in community bank lending.The Innovators: How protocols like Ondo Finance and Mountain Protocol are scaling despite the legislative deadlock.The banks aren't just fighting the tech—they are fighting an existential math problem. If they can't stop the innovation, they have to ban the yield.Infographic: https://gemini.google.com/share/3924e4a2b370