Oddbean new post about | logout
 I wouldn't be surprised if the recent bitcoin run is being accelerated by a quiet liquidity crisis unfolding throughout the banking sector. 

BTFP was a temporary band aid that was just ripped off and the structural problems still exist.

People may be fleeing for the exit.

https://m.primal.net/HoOp.png  
 Lets hope so 
 Welp 
 etf is not btc
they never buy until a major sov do 
 Nobody gives a fuck it would seem, all quiet on rhetoric Western Front…. 
 I guess that means they have still have a lot they can still borrow before it becomes untenable