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The deposit-taking function of FDIC-insured banks failed gracefully. So did broker-dealers of centrally cleared securities, i.e. those processed at clearinghouses. The parts that junked up were negotiated between private parties.

Rational actors are hypothetical. There is a cost to forcing every transaction to bear the full burden of due diligence. Pooling these costs under a trusted agent makes sense. Note that stock exchanges and clearinghouses, which have strict eligibility requirements, emerged from the free markets.



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