All bank stocks are falling as a result of Silvergate fright

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Deutsche Bank is down over 6% and HSBC is down over 5%


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Contrary to chatter, Silvergate wasn't brought down by crypto, it was brought down by the collapse in bond values.

Instead of holding it's reserves in very short-term T-bills, it held them in longer term bonds, that it bought in 2020/21 when bond prices were higher. When the bank run happened, it had to liquidate those bond holdings at a loss.

How many other banks practised the same strategy? Wall Street fears all of them did, hence the tanking of bank share prices today.

As I wrote a couple of days ago, banks are struggling to attract regular savers, leaving them at the mercy of the money markets for their funding.

Silvergate is only a tiddler of a bank. If one of the bigger banks collapses, we're in a 2008 scenario - except this time governments are so indebted they might not be able to do bailouts.

The other thing that's different to 2008 is that bitcoin exists. Be your own bank!



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