-
The View from Inside: How we survived Sam Bankman-Fried (House of Cards, Part 2)
- 2022/11/21
- 再生時間: 55 分
- ポッドキャスト
-
サマリー
あらすじ・解説
0:00 Introduction to this Episode. A Picture is Painted about Sam Bankman-Fried
6:01:00 Initial Reactions from the fall of SBF and FTX
9:19:00 Closer to SBF, FTX, Alameda than 99% of people that are in Crypto
9:57:00 Uniquely Positioned to Lose Everything because should have trusted Sam more than anyone else
11:04:00 Sam being eerily quiet was the first red flag
14:19:00 Something's not right, I'm getting out of here...
15:20:00 Alan's THREE Close Calls in 2022, Celsius, BlockFI, FTX
19:04:00 Reflecting upon the Cycle -- What went well, what didn't?
19:59:00 Insulating against Alameda
20:23:00 Path Crypto, An Alameda Portfolio Company...
21:04:00 How long have you had a relationship with SBF?
22:09:00 How did that relationship develop from getting to know SBF to where Alameda invested in Stacked (Path)?
24:26:00 One of the First 10 Equity Investments of Alameda (out of over 400 to date)
26:40:00 Alameda stopped being involved and responding to investor updates, one of the only investments that doesn't have a token
27:44:00 Didn't have a token, but Alameda was applying pressure to start a token due to immediate liquidity.
28:29:00 Alameda wanted to Treasure our Money, wanted to take our Money and pay us Interest!!
28:47:00 Pressured to take initial round in FTT, not USD
29:34:00 Sam advised to take in FTT, and open a sizeable short on ETH to hedge...when ETH was $320
30:59:00 A very different experience with Alameda than most because Path did not launch a token
31:49:00 How hard was it to say no to SBF about launching a token?
32:34:00 8 to 10 hours of direct discussion with Sam about launching a token
33:24:00 Sam was advising them to create shell companies to evade regulatory issues and launch a token
38:41:00 A thousand times, Path could have given in, but stayed the...Path?
40:14:00 Greater duty to do the right thing with other people's money
40:34:00 How do VCs get their money? LPs, Limited Partners
42:55:00 Not all FTX Employees are Guilty, remember that. Sam duped them too
47:29:00 Most people had no idea this was going on, Brett Harrison, former CEO of FTX.us among them
49:14:00 Sam made a terrible decision that impacted 6m+ people out of greed and hubris, which started with Terra LUNA
51:19:00 A silver lining for the future.
54:05:00 Morality wins the day
--- Support this podcast: https://podcasters.spotify.com/pod/show/cryptoparabellum/support