Archive - SBF’s Substack

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FTX US Balance Update 2023-01-17

Summary Today (January 17th, 2023), Sullivan & Cromwell (S&C) released some more information about FTX US. Some of this information was extremely…

Jan 18 •

FTX Pre-Mortem Overview

Summary In mid November, FTX International ran into a liquidity crisis. The FTX saga, at the end of the day, is somewhere between that of Voyager and…

Jan 12 •

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