Yeah, you might want to read the ZeroHedge piece in #2 which articulates that BOA is not in much better shape than SVB for a similar "unrealized loss" position, and then goes on to lay the doom on regionals:
"Which boils down to the following: if depositor confidence in the regional/small bank sector is now shot - and after both Silvergate and SIVB it very well may be - we will see a small (to medium if not larger) deposit run among the regionals which could prove devastating for these reserve-constrained banks which will need to scramble to raise capital a la SIVB in what eventually transforms into a death spiral for the sector, especially if depositors take one look at what is going on with regional bank prices - which have been in freefall in the past two days - and extrapolate what may come next"
Why is this important? Because BOA is a top-3 holder of CRE debt, and regionals compose banks 4,5,6,7,8,9,10 on CRE debt list. If BOA even gets the sniffles because of the "unrealized loss" problem that just took down SVB, there will be a chain of defaults at regionals and the CRE debt market will implode and 2024 is gonna look a lot like 2008.
Welcome back, President Trump!
I think the worst of it will hit during the primaries and will benefit Trump.