Matt and Nic return for another episode of news and deals. In this episode:
- Brink Nation's surprising fan club in Bali
- We investigate FTX's leaked private equity portfolio
- FTX employees were raising LP money for funds from FTX
- Why was FTX acting as a fund of funds?
- What is modulo capital
- The Michael Lewis - IEX - FTX troika
- Why did FTX invest $1b+ in Genesis Digital Assets?
- SBF's possible incentive to invest heavily in a BTC miner
- How FTX's mining investment disadvantaged other BTC miners
- Who has the size to buy up FTX's private equity portfolio?
- Sam and Caroline secure high powered attorneys
- The Boston Globe's Caroline Ellison article
- We correct the record on BlockFi
- Restating the core issues with 3AC
- Democrats are criticizing Gensler for his inaction on FTX
- What's the deal with Sam's subpoena?
- What's the deal with the Coindesk most influential
- Does PoS make Ethereum a security?
- What's the deal with the Castle Island merch store?
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