On The Brink with Castle Island

Weekly Roundup 11/17/22 (John Ray’s FTX filing, will FTX political contributions be repaid, what’s wrong with effective altruism?) (EP.372)

Nov 18, 2022

44:16

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Highlights

AI Chapters

Episode notes

Is This a Cryptocurrency Business?

01:37

The Crypto Industry Is Not Going Anywhere

02:07

The Levered Players Are Just Being Chased in This Industry Right Now

01:31

Introduction

2min

Is This Your First Blog Post?

2min

The Crypto Industry Is Not Going Anywhere

2min

Getting the Con Artists Out of Cryptocurrency

2min

Can You Really Go Public in China as a Crypto Company?

2min

FTX CEO John Ray: "It's Bushel"

2min

Castle Island Deals of the Week

2min

The Deals of the Week

2min

FTX Hack

2min

10.

Where the Money Really Goes

3min

11.

Is This Really Effective Utilitarianism?

5min

12.

The Three Arrows Debacle on FTX

2min

13.

The Second Order Effects

2min

14.

The Levered Players Are Just Being Chased in This Industry Right Now

2min

15.

FTX Bankruptcy in the Bahamas

2min

16.

Suzu and Kyle Davies, They're Back, Guys.

2min

17.

Is This a Cryptocurrency Business?

2min

18.

How Does the Cryptocurrency Platform Work?

2min

19.

Ramnik Aurora's Three Roles in the Bad Boys

2min

20.

The House GOP Whip in the US House, Tom Emmer

2min

21.

Is There a Tussle Between the CFTC and the SEC?

3min

Matt and Nic return for another week of news and deals. In this episode:

Matt’s blog post, ‘It’s Time to Grow Up’
The Alameda - FTX relationship was always sketchy
Would FTX ever have been able to go public?
Why don’t we have decent disclosure for token emissions?
How do we put this crisis to use?
John Ray’s Day 1 filing about the state of affairs at FTX
So what in the hell happened to the client funds at FTX?
Will funds donated to politicians be clawed back?
What’s wrong with utilitarianism?
How effective altruism is like Stalinism
One theory on how Alameda lost money on Luna
Some lending firms kicked out Alameda after the summer credit crisis
Is Serum forking out coins which are due to FTX creditors?
Why has the DOJ been so passive so far?
We introduce some new bad boys
Su Zhu and Kyle are trying to redeem themselves
Do Kyle and Su have a new venture underway?
Rep. Tom Emmer is elected as the GOP Whip in the House
Will the Republican led House subpoena Gensler?

Content mentioned in this episode:

Matt Walsh in Medium, It’s Time to Grow Up
FTX CEO John Ray’s Day 1 filing

Sponsor notes:

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