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? Sponsor notes: Talos powers institutional access to the entire digital assets ecosystem via a single-point of entry. Connect directly to your preferred prime brokers, lenders, investors, custodians, exchanges, OTC desks and more, or meet them on Talos. Get started at Talos.com Subscribe to the Coin Metrics State of the Network newsletter