The calm that followed America’s 2023 banking scare appears to be unraveling. Regional lenders are once again flashing warning signs, and some in the crypto world believe Bitcoin has already sounded the alarm.
Strike CEO Jack Mallers argued that the digital asset is reacting ahead of traditional markets, describing it as “the most sensitive to liquidity.” In his words, “Bitcoin smells trouble before anyone else does.”
He warned that the United States may soon have to flood the economy with cash to avoid another liquidity crunch. “Either they print, or the system breaks,” he said on Primal, later repeating on X that “when they’re forced to print, Bitcoin will be the first to move and it will outperform everything.”
### Old Wounds, New Fears
The issues haunting America’s regional banks never fully disappeared after last year’s rescue wave. The emergency takeovers and deposit guarantees of 2023 bought time, but not stability. Analysts now say that same safety net encouraged banks to take greater risks, convinced that federal protection would always be there to catch them.
Recent loan write-offs have revived those fears. Zions Bank and Western Alliance, both considered relatively stable, saw their shares collapse this week following reports of mounting commercial losses. The Associated Press said the developments reignited Wall Street’s anxiety over whether the financial sector ever truly recovered from last year’s turmoil.
Market commentators like *The Kobeissi Letter* describe the system as “propped up by government confidence rather than financial health,” warning that the foundations of the U.S. banking structure remain fragile.
### Bitcoin Slides as Markets Brace for Impact
Curiously, the asset that some believe could benefit most from a liquidity crunch has not escaped the fallout. Bitcoin fell sharply on Friday, plunging to $103,850, its lowest price in four months, before bouncing slightly above $107,000 by Saturday morning in Asia. The drop leaves it down roughly 15% from its peak, even as its supporters call the pullback a buying opportunity.
BitMEX co-founder Arthur Hayes echoed that sentiment, suggesting a repeat of the 2023 playbook might be in sight. “BTC is on sale,” he wrote. “If this turns into another banking crisis, expect bailouts and that’s when to start buying.”
For now, the market’s message is mixed: fear is spreading through regional banks once again, the Federal Reserve faces pressure to act, and Bitcoin, true to Mallers’ description, seems to be watching and waiting for the next liquidity wave to hit.
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*The information provided in this article is for educational purposes only and does not constitute financial, investment, or trading advice. Coindoo.com does not endorse or recommend any specific investment strategy or cryptocurrency. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.*
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**Author:**
*Alexander Zdravkov* is a reporter at Coindoo. He is a person who always looks for the logic behind things and is fluent in German. With more than three years of experience in the crypto space, he skillfully identifies new trends in the world of digital currencies. Whether providing in-depth analysis or daily reports on all topics, his deep understanding and enthusiasm make him a valuable member of the team.
https://coindoo.com/u-s-bank-troubles-return-and-bitcoin-may-be-the-first-to-sense-whats-coming/