[patientplatypus]

wmf - I can't reply to you. So I'm writing here - you should take a look at this. https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/ins.... The fifth chart has that while SVB has 12% of Tier 1 Capital Ratio, their fire sale price is effectively 0. I haven't looked at the numbers in-depth, but you're right. It's not 150 billion, but on the other hand it's not known who would be willing to buy their assets. It sounds like the government is going to take back the Treasury bonds and then raise FDIC rates. But if that's the case then, given that the current treasury bonds are selling at above the rates of previously sold 10 year bonds, who would buy these bonds? I don't know precisely how much of their assets on hand are treasury bonds, but I doubt any of these would be saleable except at current market rates. So it would be closer to $150 billion * percentage treasuries * (current yield value - past yield value). I still think it would be high.