This episode of Bell Curve explores the myth of Alameda and how SBF's mismanagement led to FTX's collapse. We start with Alameda's transition from delta neutral to punting altcoins and the twisted relationship between Alameda and FTX. We then discuss the mainstream media's terrible coverage, Genesis' fallout and the regulatory outlook.
We finish by asking the difficult question, "is this the bottom?". Tune in for what may be our best roundup yet!
(02:33) From Market Neutral To Punting Alt Coins
(14:49) Alameda & FTX, A Twisted Relationship
(26:30) "Avalanche Ad"
(27:43) Mainstream Media Completely Botched It
(43:13) The Downfall Of Genesis
(57:20) Legislation In 2023
(01:00:13) Are We Near The Bottom?
(01:04:39) The Villain Power Ranking
(01:08:30) Web2 Sentiment Update
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What happened at Alameda
New York Times on SBF
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.