아무리 아서헤이즈가 테더에 퍼드를
퍼뜨려도 시장은 끄떡도 하지 않습니다
전통금융인들이 보기에도 테더의 준비금 수준이 "어? 기존은행인 우리보단 몇배는 많은데? 🤔 "싶기 때문이죠
이젠 아서헤이즈의 입김을 시장은 크게 중요하게 받아들이진 않는것 같습니다
The Tether folks are in the early innings of running a massive interest rate trade. How I read this audit is they think the Fed will cut rates which crushes their interest income. In response, they are buying gold and $BTC that should in theory moon as the price of money falls.
A roughly 30% decline in the gold + $BTC position would wipe out their equity, and then USDT would be in theory insolvent. I'm sure some large holders and exchanges will demand a real-time view of their B/S so they can assess the solvency risk of Tether. Get out your popcorn, I expect the MSM to run wild with this, especially all the editors with TDS who want to shit on Lutnick and Cantor for backing this stablecoin.
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