Possible scenario
Wider Supply Compromise
25% Chance
Forensics show the implant entered the distribution chain earlier than Ledger first believed, forcing broader serial-number checks and longer suspension of reseller shipments. This creates a modest industry read-through for hardware wallet vendors and crypto self-custody tools.
Initial impacts
- Bitcoin Down
Secondary impacts
- Technology -0.2%
Portfolio impact
S&P 500-0.1%
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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