Possible scenario
Aggressive Liberalization
20% Chance
The government uses its second-term mandate to link bank crypto access to broader peso-control easing and financial deregulation. The policy goes beyond custody, allowing payment and savings products tied to dollar stablecoins, increasing both adoption upside and macro-policy risks.
Initial impacts
- Bitcoin Up
Secondary impacts
- Technology +0.2%
Tickers
- COIN+0.8%
- MELI+0.6%
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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