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![Alec_Mazo Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::84797861.png) Alec Mazo [@Alec_Mazo](/creator/twitter/Alec_Mazo) on x 10.4K followers
Created: 2025-06-24 13:16:16 UTC

XXX% equity capital, $30bn annual earning power, and another $200bn-$300bn capital backstop via a paid for implicit guarantee under PSPA would be the optimal capital structure to protect against the worst case outcomes. 

This scenario is 10x capital of FHFA’s annual stress tests and is ideal for monoline insurers with business models taking geographically diversified credit risk (no interest rate risk like banks). 

Warrants are worth $200bn+ and available for use to incentivize new construction. A wide array of options including public/private partnerships could be initiated to address housing supply issues.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1937500021827539173/c:line.svg)

**Related Topics**
[credit default swaps](/topic/credit-default-swaps)
[10x](/topic/10x)
[$300bn](/topic/$300bn)
[$200bn](/topic/$200bn)
[$30bn](/topic/$30bn)
[10x capital](/topic/10x-capital)
[debttoequity ratio](/topic/debttoequity-ratio)

[Post Link](https://x.com/Alec_Mazo/status/1937500021827539173)