Doug Colkitt
@0xdoug
Founder @ambient_finance Founding contributor @fogo Ex: Quant
2.5K Following 50.7K Followers
1/ Very rough and speculative sketch of what I increasingly think happened at FTX as more info comes out…
The central question is where did the money go? Yes malfeasance and fraud is necessary, but at one point in the cycle cash actually has to go out the door
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