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Investment Thesis 002 · Finanzas & Banca
002

$20B in USDT without regulated custody

73% reserve requirement compresses formal banking. Crypto dominates exchanges. Opportunity in fintech and dollar credit.

Verdict: Posicionarse selectivamenteNext review: Ante cambio encaje

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Investment Thesis
$20B in USDT without regulated custody
Thesis #2 · Finanzas & Banca
Veredicto
Posicionarse selectivamente
Next review: Ante cambio encaje
Sources
VEIA Intelligence Analysis · BCV · Ecoanalítica · Reuters
VENE · ECONOMIST Intelligence Unit · Informational analysis. Does not constitute investment advice.
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