Hacker News new | past | comments | ask | show | jobs | submit login

This is a slap on the wrist. Tether's current market cap is $68.5 billion of printed money that users assume is really held in bank reserves.

Expect a massive cryptocurrency crash if Tether's regulatory downfall finally occurs; a majority of exchange trading pairs are between currencies and USDT. (not financial advice)




It's not about trading pairs, those can easily switch to USDC or other stables. The big challenge will be the futures markets which are nearly exclusively with USDT. If tether collapses so do all those futures, which presumably will cause chaotic algorithmic driven effects as hedging positions evaporate.


What about the billions in exchange balances held in USDT? That's a lot of liability for the exchanges holding those, right?


You mean a liability for the users of that exchange


CME futures are all USD cash settled.

Or are you referring to unregulated futures on some crypto exchanges?


> those can easily switch to USDC or other stables.

So why don't they? Why would literally anyone choose to hold USDT over any other stablecoin?


>a majority of exchange trading pairs are between currencies and USDT. (not financial advice)

Is that actually true? In my (limited) experience I have seen ETH and USDC much more frequently than USDT.

There also seems to be a recent migration to algorithmic stablecoins like RAI which aren't pegged to the dollar but are (supposedly) designed to limit fluctuation in value. I suspect that without regulatory action against both USDC and decentralize stable tokens that crypto would recover from a Tether collapse.


My source was a cursory look at https://coinranking.com/markets but I admittedly could dig deeper to verify this.

I agree that prices would recover after a short term Tether-induced crash, and markets would almost certainly shift to DAI and similar decentralized stablecoins.


Wow, you're right, USDT is much more prevalent in the largest markets than I would have suspected. Is this a first mover effect? As far as I can tell USDT is the shakiest and least compelling stable.


There are a bunch of sketchy unlicensed exchanges that are heavily invested in utilizing USDT. The Tether meltdown should be quite the show. All of those outstanding balances have to be reconciled somehow. Or they'll just close up shop and disappear and years later people will maybe get a small % back, like with MTGOX.


As someone with ambivalent interest in crypto, it seems like a Tether meltdown might be healthy for the space.

It would wash out a lot of the accumulated speculative value and hopefully lead to a much more confident regulatory framework for the interface between blockchain money and real world money. It would also long-term strengthen fully decentralized aspects of the crypto ecosystem while flushing out those that don't really function independently of traditional finance but instead accumulate speculative valuation based on an unsafe interface with fiat and the financial sector.

Winners all around (except for crypto speculators)?


depends. It could ripple into the legacy financial system. If that happens, we could see some really onerous regulations that prevent innovation.


That's my worry about the integration of crypto into tradfi (via BTC ETFs, stablecoin savings accounts, &c). It's OK if crypto is a hellstorm of speculation because it rides on top of rapid experimentation. However, it's really not tolerable to have that much chaos actually affecting e.g. people's retirement funds. If crypto messes up main street then the regulatory hammer will be unfortunately well earned.


$41m is a quarter of Tether's present claimed excess reserves ($160m), so it's a bit more than a slap on the wrist.

Of course, this assumes Tether aren't lying about that too.


I think it would be the opposite. tether failing would force ppl to convert to BTC, ETH to preserve $.


It's possible. But I would expect panic selling as charts make it _look_ like all cryptocurrency is crashing due to USDT's sudden decrease in value.

Small exchanges could also lose liquidity from bad code that assumes USDT will always equal $1.


Tbh I wouldnt dare keep usd on an exchange when its crashing


Short term, yeah ( people converting). Long term, no ( way less pumping)




Join us for AI Startup School this June 16-17 in San Francisco!

Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: