Adam Cochran, partner at Cinneamhain Ventures, talks about the collapses suffered during this year, their impacts on big traditional finance players, and what’s coming in the crypto markets in the near future.
Show highlights:
whether Sam Bankman-Fried lied during his interview at the Deal Book Summitwhy SBF kept the number of FTX's engineers at such a low numberwhy Adam is optimistic about Genesis and DCGwhat options Genesis have to raise liquiditythe significance of a potential meltdown of DCG in the crypto industrywhy Adam is worried about Grayscale Bitcoin Trust (GBTC)what lessons can be learned from this crypto winterAdam's prognosis for crypto lending and for the crypto markets in generalthe impact of the bankruptcy of BlockFi and all the other centralized lenders
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Adam:
TwitterThread on community buyoutPrevious Unchained episodes:Why 3AC’s Collapse Could Spell the Start of a Crypto Credit CrunchUnchained: Crypto Lender BlockFi Files for Bankruptcy as FTX’s Contagion Effects ContinueDecrypt: FTX, Alameda Owe BlockFi More Than $1 Billion: Court HearingBloomberg: Genesis Creditors Seek Options to Keep Crypto Brokerage Out of BankruptcySemafor: Online news site CoinDesk attracts suitors amid crypto crashUnchained: Genesis Warns of Bankruptcy If Funding Plans Fail: ReportOn-chain Analysts ID 432 GBTC Addresses After Grayscale Says No to Proof-of-ReservesWSJ: Crypto Lender Genesis Asks Binance and Apollo for CashDecrypt: Digital Currency Group Says No Imminent Threat Despite Owing Genesis $575MThe Block: DCG CEO Barry Silbert updates shareholders, says company will emerge 'stronger'Previous coverage of Unchained on Genesis:Why Genesis Could Very Well Be Insolvent, Not Just Illiquid‘The Last Big Whale’: Why the Crypto Contagion of 2022 Eventually Hit Genesis
FTX:
- Unchained: FTX Bankruptcy Overseer Says Company’s Collapse Is Worst He’s Ever Seen
Previous coverage of Unchained on FTX:Jesse Powell and Kevin Zhou on How FTX and Alameda Lost $10 BillionIs the Collapse of Crypto Lending Over, or Is It Just Starting?Did the Bahamian Government Direct SBF and Gary Wang to Hack FTX?The Chopping Block: Why Lenders Didn’t Liquidate Alameda When It Was Underwater Erik Voorhees and Cobie on Why FTX Loaned Out Customers’ AssetsThe Chopping Block: FTX: The Biggest Collapse in the History of Crypto?Sam Bankman-Fried on How to Prevent the Next Terra and 3AC
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