Possible scenario
Quota Removal Implemented
45% Chance
EU central banks align with the European Commission and banking supervisors to remove the stablecoin reserve deposit quota from the MiCA implementation package. This is the most likely path because the 60% rule had already drawn opposition after Tether's license refusal and because regulators can still preserve liquidity safeguards without a fixed deposit threshold.
Initial impacts
- Bitcoin Up
Secondary impacts
- Finance +0.3%
- Technology +0.2%
Tickers
- CRCL+2.8%
- +2.0%
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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