Weekly Roundup 06/02/23 (Crypto-eurodollars, SBF's defense, debt ceiling debate) (EP.428)
On The Brink with Castle Island
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The Debt Ceiling and Liquidity Issues
If the debt ceiling thing goes through, are you just going to see a ton of AUM flowing into treasuries? And if so, does that create a liquidity issue for other types of assets? I mean, they're coming out of this SVB thing from a couple months ago when USDC shot down to 88 cents. But hopefully we don't get to witness that. Pretty prudent on circles part.
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