Possible scenario
Strict Bank-Led Model
30% Chance
The SEC proposal imposes detailed segregation, audit, control, and insolvency-protection requirements that are expensive for crypto-native firms to meet. Large banks and established trust banks benefit, while smaller digital-asset custodians face consolidation or partnerships.
Initial impacts
- Bitcoin Down
Secondary impacts
- Finance +0.2%
- Technology -0.1%
Tickers
- BTGO+0.9%
- +0.8%
Portfolio impact
S&P 500-0.0%
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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