A new report by Nic Carter reveals how regulators ‘killed off’ Silvergate and Signature

As a seasoned crypto investor with over two decades of experience navigating the ever-evolving digital asset landscape, I find Nic Carter’s latest article both alarming and enlightening. The alleged informal mandate imposed by the Biden administration on banks to cap their crypto deposits at 15% is nothing short of a chilling revelation.


As a researcher delving into the latest financial developments, I’m sharing insights from an article penned by Nic Carter, who discusses the potential role of the Biden administration in indirectly influencing banks to limit their cryptocurrency deposits to 15%. This alleged action, he suggests, may have contributed significantly to the decline of prominent institutions such as Silvergate, Signature Bank, and Silicon Valley Bank.

Approximately one year following the publication of his initial reports concerning Operation Choke Point 2.0, Carter released a new article on September 25th. In this piece, he primarily discusses the collapse of Silvergate Bank, the California-based institution that previously offered cryptocurrency services and is now bankrupt.

In it, Carter states that interviews with protected inside sources and bankruptcy filings suggest that Silvergate could have survived if it were not for “pressure from regulators, which allegedly included an informal mandate to cap its crypto deposits at 15 percent.”

In my latest post at PirateWires, I delve into a suspected strategic plan by the Biden Administration aimed at dismantling Silvergate Bank and effectively eliminating crypto financing permanently.

— nic carter (@nic__carter) September 25, 2024

At that point, Silvergate Bank was facing significant scrutiny from financial regulators like the Federal Deposit Insurance Corporation and Senators such as Elizabeth Warren, mainly due to its past relationship with banking client FTX. However, no evidence of criminal misconduct in connection with Silvergate’s ties to FTX has been established, and the bank has been acquitted of any criminal accusations.

According to Carter, Senator Elizabeth Warren almost implied that Silvergate was involved in helping FTX commit its illegal actions, which raised suspicions and potentially triggered a bank rush, as he stated.

Due to increasing political pressure, the Federal Home Loan Banks chose not to extend Silvergate’s monthly loan contract, thereby hastening the bank’s financial losses. A confidential Silvergate source revealed to Carter that the bank had no choice but to adhere to the 15% rule.

They possess countless methods to silence us, whichever way suits them best. Whatever they command, we obey. While the use of caps was never openly debated or officially contested, when our main overseer issues a warning, we abide by their demands.

Silvergate insider

As an analyst, I found it challenging to substantiate the presence of a 15% threshold because this particular data point was deemed “confidential supervisory information,” thus prohibiting its public disclosure.

As a crypto investor, I firmly believe that Silvergate’s collapse may have ignited the 2023 regional banking crisis, a chain reaction that eventually brought down other crypto-related institutions such as Signature, Silicon Valley Bank, and First Republic.

Additionally, he thought it was unusual that Silvergate opted for a self-initiated liquidation rather than seeking FDIC receivership.

He pointed out that it’s uncommon for banks to opt for voluntary liquidation, suggesting that Silvergate was likely driven out of business by regulatory requirements rather than the bank run it experienced.

Despite the 2023 crisis, Carter observed that a similar trend persisted among the other two companies, Customers and Cross River, who were reportedly still involved in cryptocurrency banking.

In May 2023, the FDIC handed Cross River a consent order that encompassed their fintech collaborations. On the other hand, in August 2024, the Federal Reserve Bank of Philadelphia took action against Customers Bank, pointing out weaknesses in the bank’s risk management and adherence to anti-money laundering laws and regulations.

According to Carter:

The move by Washington to dismantle cryptocurrency banks, carried out successfully in March 2023, ignited a vast regional financial crisis that extended well beyond the crypto market. Remarkably, no one is casting blame on President Biden, Senator Warren, or the Federal Reserve for initiating a banking crisis as they sought to control the crypto industry.

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2024-09-26 11:56