Possible scenario
Tokenized Deposits Dominate
24% Chance
The bank adoption story shifts from direct Bitcoin exposure toward tokenized deposits, settlement tokens, and permissioned blockchain rails. This still validates digital-asset infrastructure, but it favors incumbent banks and asset managers more than Bitcoin-treasury companies.
Initial impacts
- Bitcoin Down
Secondary impacts
- Finance +0.7%
- Technology +0.4%
Tickers
- BLK+1.4%
- JPM+1.2%
Portfolio impact
S&P 500+0.3%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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