Possible scenario
Extended Regulatory Delay
30% Chance
The CFTC may conclude that the contract’s settlement inputs remain too concentrated among a handful of GPU cloud providers and brokers. In this scenario, launch is delayed beyond Nov. 9 while CME revises the reference-price methodology and surveillance framework.
Secondary impacts
- Technology -0.3%
- Finance -0.2%
Tickers
- CME-1.1%
- NBIS-0.8%
- NVDA-0.5%
Portfolio impact
S&P 500-0.2%
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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