The Hole on the FTX Balance Sheet Remains Gaping
The Breakdown
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How Much Is Everything Worth?
Most of the remaining recovery is contingent on Alameda. If it turns out Alameda owes significant sums to creditors other than FTX, then we can expect recoveries to take a significant hit. It is clear that the estate is looking at clawbacks from insiders, SPF, Gary and Ashat,. And they were previously looking at whether certain transactions could be avoided. Would be cool to see where they are on this.
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Transcript
