6min chapter

Bankless cover image

Ram Ahluwalia Predicts MORE Bank Failures

Bankless

CHAPTER

The Market's Predicting a Bank Run

The market is assuming that, hey, the bank failure is in the past. They've protected depositors above 250k. So they're just going to carry that forward. The second thing is no bank can withstand a bank run,. not even JP Morgan, because all banks are doing duration mismatch. When those deposits run, the bank cannot sell assets on the left-hand side of the balance sheets illiquid. And then everyone piles on and then it takes down that bank and then it moves on to the next one.

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