The Chopping Block: SBF Wants to Win in the Court of Public Opinion. Will He? - Ep. 428

Welcome to The Chopping Block! Crypto insiders Haseeb Qureshi, Robert Leshner, Tom Schmidt, and Tarun Chitra chop it up about the latest news. 

Show topics:

highlights of Sam Bankman-Fried's interview with the New York Times

whether SBF knew what was going on in his companies, and how that impacts potential prosecution

why Genesis and DCG are in financial trouble

whether Genesis will file for bankruptcy or go through a restructuring process

revelations from BlockFi's bankruptcy filing

new info on why FTX bailed out BlockFi last summer

what is going on with Binance’s recovery fund 

how Avi Eisenberg tried to pull off an attack on Aave 

how the banking industry works and whether Changpeng Zhao is the closest thing to a central bank in crypto

how DeFi responds in a crisis, and how it contrasts with CeFi’s recent implosions

Hosts

Haseeb Qureshi, managing partner at Dragonfly Capital

Tarun Chitra, managing partner at Robot Ventures

Robert Leshner, founder of Compound 

Tom Schmidt, general partner at Dragonfly Capital

Episode Links

FTX:

Unchained: FTX Bankruptcy Overseer Says Company’s Collapse Is Worst He’s Ever Seen

NYT: Sam Bankman-Fried’s interview

Bill Ackman’s tweet

Interview with Tiffany Fong

Previous coverage of Unchained on FTX:

Jesse Powell and Kevin Zhou on How FTX and Alameda Lost $10 Billion

Is 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’ Assets

The Chopping Block: FTX: The Biggest Collapse in the History of Crypto?

Sam Bankman-Fried on How to Prevent the Next Terra and 3AC

BlockFi: 

Unchained: Crypto Lender BlockFi Files for Bankruptcy as FTX’s Contagion Effects Continue

Decrypt: FTX, Alameda Owe BlockFi More Than $1 Billion: Court Hearing

Genesis:

Ryan Selkis’ tweet on Genesis

Unchained: 

Genesis Warns of Bankruptcy If Funding Plans Fail: Report

On-chain Analysts ID 432 GBTC Addresses After Grayscale Says No to Proof-of-Reserves

WSJ: Crypto Lender Genesis Asks Binance and Apollo for Cash

Decrypt: Digital Currency Group Says No Imminent Threat Despite Owing Genesis $575M

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

DeFi

Pancakeswap flipped Uniswap in TVL

Unchained: 

Mango Markets Exploiter Gets Liquidated But Leaves Aave With ‘Excess Debt’

Aave Freezes 17 Low-Liquidity V2 Pools and Votes to Migrate 26 Assets to Ethereum V3

Compound Finance Slashes Borrow Caps for 10 Markets

Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to The Chopping Block! Crypto insiders Haseeb Qureshi, Robert Leshner, Tom Schmidt, and Tarun Chitra chop it up about the latest news. 

Show topics:

highlights of Sam Bankman-Fried's interview with the New York Times
whether SBF knew what was going on in his companies, and how that impacts potential prosecution
why Genesis and DCG are in financial trouble
whether Genesis will file for bankruptcy or go through a restructuring process
revelations from BlockFi's bankruptcy filing
new info on why FTX bailed out BlockFi last summer
what is going on with Binance’s recovery fund 
how Avi Eisenberg tried to pull off an attack on Aave 
how the banking industry works and whether Changpeng Zhao is the closest thing to a central bank in crypto
how DeFi responds in a crisis, and how it contrasts with CeFi’s recent implosions

Hosts

Haseeb Qureshi, managing partner at Dragonfly Capital

Tarun Chitra, managing partner at Robot Ventures

Robert Leshner, founder of Compound 

Tom Schmidt, general partner at Dragonfly Capital

Episode Links

FTX:

Unchained: FTX Bankruptcy Overseer Says Company’s Collapse Is Worst He’s Ever Seen

NYT: Sam Bankman-Fried’s interview

Bill Ackman’s tweet

Interview with Tiffany Fong
Previous coverage of Unchained on FTX:
Jesse Powell and Kevin Zhou on How FTX and Alameda Lost $10 Billion
Is 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’ Assets
The Chopping Block: FTX: The Biggest Collapse in the History of Crypto?
Sam Bankman-Fried on How to Prevent the Next Terra and 3AC

BlockFi: 

Unchained: Crypto Lender BlockFi Files for Bankruptcy as FTX’s Contagion Effects Continue

Decrypt: FTX, Alameda Owe BlockFi More Than $1 Billion: Court Hearing

Genesis:

Ryan Selkis’ tweet on Genesis
Unchained: 
Genesis Warns of Bankruptcy If Funding Plans Fail: Report
On-chain Analysts ID 432 GBTC Addresses After Grayscale Says No to Proof-of-Reserves
WSJ: Crypto Lender Genesis Asks Binance and Apollo for Cash

Decrypt: Digital Currency Group Says No Imminent Threat Despite Owing Genesis $575M

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

DeFi

Pancakeswap flipped Uniswap in TVL
Unchained: 
Mango Markets Exploiter Gets Liquidated But Leaves Aave With ‘Excess Debt’
Aave Freezes 17 Low-Liquidity V2 Pools and Votes to Migrate 26 Assets to Ethereum V3
Compound Finance Slashes Borrow Caps for 10 Markets

Learn more about your ad choices. Visit megaphone.fm/adchoices