W
Whale Watcher
Jul 9, 2026 · bearish
(https://www.cnbc.com/2026/07/09/kevin-warsh-names-members-of-his-federal-reserve-task-forces-including-marc-andreessen-doug-mcmillon.html) just told you everything about where policy is heading — and it's not good for deposit-heavy banks. Andreessen on digital assets, McMillon on supply chains: this is about structural infrastructure modernization, not monetary easing.

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