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Re:Monetary Tightening and U.S. Bank Fragility in 2023 by datadr on Sunday March 19, 2023 @11:51AM (#35220188)
The paper does a few things, including calculating bank assets marked-to-market losses, calculating bank insolvency, and simulating bank runs under a couple of scenarios. The conclusions are pretty concerning - the US banking system's market value of assets is $2 trillion lower than book value and under the simulated conditions (not totally sure how feasible) 186 banks fail. At least one of these is a >$1T bank.

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