Possible scenario
Rollup Risk Repricing
20% Chance
Investors generalize Blast's cost problem to other token-incentivized L2s and question whether transaction fees can sustain current valuations. The result is a sharper short-term repricing of rollup tokens, bridge activity, and crypto-infrastructure equities.
Initial impacts
- Bitcoin Down
Secondary impacts
- Technology -0.4%
- Finance -0.2%
Tickers
- COIN-1.6%
- -1.6%
Portfolio impact
S&P 500-0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.