https://www.stratfor.com/video/conversa ... eview-2015
David: Can Syriza survive? The ruling party?
Reva: I think either way we're going to see government collapse — Syriza's — Either by a banking crisis or by caving and signing a deal that's going to cause rebellion within the ranks of Syriza. Remember, the Greek banks at this point have about roughly five days to operate under current circumstances, and then things are going to get very, very rough, so we're going to be watching for that shift in sentiment toward Syriza. And the Germans are going to gamble on regime change in Greece. Either way, we could see last-minute compromises, but any deal that comes out of that is going to be disingenuous. The Greeks can't implement the reforms, the Germans aren't going to release the funds without seeing the reforms. And so we think that the path to Grexit is paved.