EPISODE · Dec 29, 2025 · 5 MIN
ACC - 2026 - Strategic Investor - Talking Points
from Allen Curtis Capital - The Dawn of Industry 5.0
Your Homework expectations - ACC Informed Investor Relations - AllenCurtisCapital.com(1) Research the registration requirements for a "Merchant Bank," "Non-Depository Trust Company," or "Digital Asset Exchange" under the Wisconsin Department of Financial Institutions (DFI), specifically looking for statutes regarding capitalization and custodial standards.(2) Investigate Wisconsin's specific adoption of Uniform Commercial Code (UCC) Article 12 and amendments to Article 9 regarding "Controllable Electronic Records" to validate the legal standing of digital assets as collateral.(3) Find details on Foreign Trade Zones (FTZ) in the Milwaukee area and the legal implications of invoking "Admiralty Law" or Maritime jurisdiction via the Great Lakes for commercial disputes.(4) Research the operational mechanics of the US Repo (Repurchase Agreement) market, focusing on:(a) leverage ratios for 2, 5, and 7-year US Treasury notes(b) "haircuts" applied to Treasury collateral during periods of volatility(c) the process of acting as a liquidity provider.(5) Analyze historical data and economic theories regarding US Debt Ceiling crises, specifically looking for scenarios involving "payment prioritization" or discount rates on specific vintage debt to model the user's "market constraint" thesis.(6) Identify legal structures for securitizing "Human Capital" (such as Income Share Agreements) and "Energy" (such as hash-rate derivatives) to serve as valid asset backing in a US jurisdiction.(7) Synthesize the regulatory findings into a structural outline for a DFI Executive Summary that aligns the "Trade Facility" concept with Wisconsin banking law.(8) Develop a logical simulation for a $1B Treasury Note acquisition that factors in yield curve arbitrage, repo market leverage, and the theoretical arbitrage of discounted "old" notes versus "fresh" 2026 notes.
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ACC - 2026 - Strategic Investor - Talking Points
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