Weekly Roundup 12/08/22 (FTX’s Venture Portfolio, SBF’s mining investment, BlockFi retrospective) (EP.380)

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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