Possible scenario
Bank Rails Scale
40% Chance
SoFi's migration validates OCC-approved bank stablecoin settlement as a practical card-program rail rather than a crypto niche. Mastercard and Fiserv use the $25 billion program as a reference case to sign other bank issuers and fintechs.
Secondary impacts
- Finance +0.8%
- Technology +0.6%
- Business Services +0.2%
Tickers
- SOFI+4.4%
- FISV+2.9%
- MA+1.8%
- -0.6%
Portfolio impact
S&P 500+0.4%
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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