FedSearch
Sampath Pāṇini ® ✅ · @paninid
579 followers · 4452 posts · Server mastodon.world

ZIRP for a decade led to:
- VCs FA’ing, but never FO’ing
- boom in solutions to non-existent problems (i.e. crypto)
- concentration in commercial real estate, rather than housing

The mismatch of risks, durations, and sensitivity to interest rates takes down SVB, Republic, and Signature.

Next domino to fall as a result of 10+ years of artificially boosted economy…?

#zirp #interestrates #vc #fafo #crypto #commercialrealestate #housing #affordablehousing #riskcontagion #duration #economy

Last updated 1 year ago
Original post

Sampath Pāṇini ® ✅ · @paninid
570 followers · 4138 posts · Server mastodon.world

The crypto bros escaped San Francisco for South Beach, but the first casualty of the bubble bursting is a bank in La Jolla? 🤔

#silvergate #riskcontagion #sandiego #crypto #banking #FailureFriday

Last updated 1 year ago
Original post