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ocakava sa velky dip po schvaleni Trumpovho billu, mozno to precital a chce profit




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gab
 gab      05.07.2025 - 11:55:18 [2K] , level: 1, UP   NEW
Hayes mal clanok, ktory uz stiahli ale tu je TLDR dzepetom spracovana verzia

TL;DR – the super-short version

Washington just discovered a new money hose:
Big-name U.S. banks (JPMorgan, Citi, etc.) will soon roll out their own dollar stablecoins. That lets them turn trillions of sleepy customer deposits into on-chain tokens that never sleep.

Why the government loves it:

Stablecoin balances can be stuffed into ultra-short T-bills.

With fresh capital-relief rules (SLR tweaks) the banks can lever those T-bills almost for free.

Net result: up to $6.8 T of instant demand for Treasury debt without the Fed needing to resume QE.

Why the Fed might help, too:
If Congress yanks the interest the Fed pays on reserves (IORB), banks will shove another $3.3 T of idle cash into the same T-bills. Add it up → ≈ $10 T of stealth bond-buying firepower.

Who loses?
Fintech issuers like Circle can’t pay interest and can’t compete with the “too-big-to-fail” guarantee. The new stablecoin rules (the “Genius Act”) basically lock them out.

Trading takeaways:

Short-term (Q3 ’25): a Treasury-cash-account refill could drain liquidity and chop Bitcoin/Nasdaq.

Medium-term (post-Jackson Hole): once the new debt ceiling is set and stablecoin plumbing is live, the liquidity wave returns; author targets Bitcoin six-figures → $1 M by ’28, Nasdaq 5×.

Biggest non-consensus play: long an equal basket of the big U.S. banks (184 % upside from stablecoin cost-savings + NIM).

Bottom line:
Stablecoins aren’t a DeFi revolution; they’re a back-door bailout mechanism for funding giant U.S. deficits while propping up risk assets. Ride the wave (Bitcoin, TBTF banks), don’t wait for Powell to say “QE.”