The 53. 5M $SOL position of Alameda/FTX has been a missing puzzle in my investment thesis and a headache since their meltdown.
02 Sep 2023, 21:09
The 53.5M $SOL position of Alameda/FTX has been a missing puzzle in my investment thesis and a headache since their meltdown.
I've created a model as my basis for further interpretation in the last days.
tl;dr / We've been facing one of the biggest VC wash-outs and token…