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Jim Bianco & Mark Yusko: The Inside Story Behind FTX's Fall | Weekly Round Up

Supply Shock

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CoinDesk Report on Alameda's Balance Sheet

Alameda was thought of as this bulletproof, very smart, smartest guys in the room. And then when you looked at their balance sheet, it was an enormous amount of FTT,. It was about $2 billion worth of actual FTT, about $3 billion worth of FTT that had yet to be unlocked. This was very, I think, very surprising to a lot of people.

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