Nov 23, 2022
Is Genesis the next domino to fall in the 2022 Contagion? As one of the biggest lending desks in the industry, what does it mean for Genesis to be in danger?
In this episode, we dive into David's conspiracy theories about unravelling ponzi schemes and the death of the bull market. Has David figured it all out?
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0:00 Intro
4:30 Barry Silbert in 2021
7:00 The Pyramid
11:30 Who Made the Money?
16:15 The Yield Game
23:00 The Players
27:00 Arbitrage
35:45 Deploying
41:00 The Macro Picture
45:00 Terra Luna Crater
48:30 The Blow-off Top
54:00 The GBTC ETF
58:00 3AC Liquidated
1:02:00 Saviors FTX and Genesis
1:05:30 FTX Threatened
1:09:50 Greyscale vs SEC
1:13:00 SBF Crumbles
1:20:00 SEC's Role
1:25:20 The Genesis Domino
1:32:00 Is this it?
1:36:00 2021 Was a Scam
1:40:00 Hitting the Reset Button
1:44:00 Comparing Bear Markets
1:47:00 Looking Forward
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Resources:
Barry Silbert Tweet
https://twitter.com/BarrySilbert/status/1408191462324441092
Bull Market Pyramid
https://docs.google.com/drawings/d/1BoRcwjJx3yp1UG9G2eFMNEzKDG4ufThLI1_JR1wk2y4/edit?usp=sharing
Who Made the Money?
https://twitter.com/TrustlessState/status/1590483734650056706
https://twitter.com/bmcmillan888/status/1590516943211368449
GBTC
https://www.sec.gov/Archives/edgar/data/1588489/000110465921000026/tm2039668d1_sc13ga.htm
https://miro.medium.com/max/4800/1*Axga-kkSolJ1eG0VfdRE_A.webp
Investing into AVAX
https://www.theblock.co/post/117895/polychain-three-arrows-capital-lead-230-million-avalanche
Solunavax
https://twitter.com/zhusu/status/1471807725742931969
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