Is There Value in Venture Investing?

Alameda FTX put 320 million dollars into digital assets, A.G. Which is the broker that allowed them to run this like stock experiment. There's just no possible way that there's any sort of rigor strategy or diligence that can be done if you're doing that many deals in that short a period of time. The other takeaway that I have is, you know, while you could probably just count basically everything with like a 50% haircut, maybe even a lot of these with like an 80 to 90%.

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