Weekly Roundup 10/21/22 (Aptos launch, crypto vigilantes, FTX's regulatory draft) (EP.363)
On The Brink with Castle Island
00:00
Voyager - Is 3AC a Borrower?
On December 31, 2021, 3AC was not a borrower. On February of 2022, the Voyager team started talking to three arrows and started to do some diligence. It just blows on mind how now that we're looking under the hood of all of these lenders and just the absolute cobwebs we're finding inside. They weren't delta neutral. These guys were going YOLO, LONG, GBTC trade and LUNA. Who in their right mind would underwrite this thing?
Play episode from 06:13
Transcript
