I think crypto did well in Monday’s false crash

Yes crypto prices fall first, over the weekend. I think Bitcoin is down about 15 percent?

You can think of crypto as a hedge against lawlessness, rather than against inflation, or against American recession, or whatever. Not enough liquid goods! So sometimes the solvent economy is disturbed, because the debtors do not have enough money to meet their obligations.

Putting another liquid asset into the mix, in this case Bitcoin, eases that liquidity constraint. Can’t meet your margin call? Just sell Bitcoin!

Economies will be able to withstand financial pressures, especially from unexpected events, for example the financial instability in Japan. And crypto prices falling, when other prices are falling, is a sign of this way of working, not of crypto failure.

Of course it’s not that easy. Over time, cryptocurrency will encourage people to take on more debt. However, in general, an economy with more liquid assets should (generally) have higher risk-sharing positions.

I don’t see this aspect of crypto being discussed much.



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