Possible scenario
Regulators Slow Expansion
25% Chance
Regulators accept the basic structure but move quickly to prevent bank-issued stablecoin settlement from expanding faster than supervision. New reporting, reserve, and consumer-disclosure requirements slow additional migrations without forcing SoFi to reverse course.
Secondary impacts
- Finance -0.8%
- Technology -0.5%
- Consumer Cyclicals -0.1%
Tickers
- SOFI-4.1%
- FISV-2.2%
- MA-1.5%
- +0.2%
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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