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>Banks are going to have to decide whether they want to raise their rates to compete, or face bleeding customers.

I'm sure the big boy banks are here stay. Most of them are in the category of, "too big to fail" (as the crisis a decade ago highlighted) and upstarts like Robinhood are but a blip-in-the-radar than a real threat to the established players, imo.



To big to fail doesn’t really protect them if they lose their costumers. A bank with tons of customers that’s bleeding cash due to a market crash is salvageable(and remember the investment in bailing them out payed off), a bank that’s bleeding cash because it doesn’t have any customers is not salvageable and no longer “big”, so it will fail.


> To big to fail doesn’t really protect them if they lose their costumers.

In fact, if they lose their customers they will no longer be "too big to fail".


Yeah, there aren't many small players since everything consolidated in the early 2000s.

RH likely won't sustain this interest rate, and it's more akin to a temporary promotional play to acquire new traders.


Also consumer checking accounts aren’t really that important to bigger banks or even bigger credit unions. Banks own a large portion of property that doesn’t fall into a checking account. For instance if you own a home and pay a mortgage to Wells Fargo, they control a far greater amount of your wealth than whoever you bank with.

Also, business banking and loans in general will never be something that happens on an Robinhood. At least not in this generation. These types of entities require a man in a suit in an office.




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