contagion

Your morning briefing. The news you need in just 15 minutes.
On today's podcast:

1) Credit Suisse surges after yesterday's massive selloff

2) First Republic Bank may put itself for sale

3) The turmoil threatens to impact today's ECB decision  

See omnystudio.com/listener for privacy information.

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 

Inflation
https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html 

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures 

Beware the Social Contagion.

Dealing with past abuse.

People who can't control their emotions, or see things the way you do.

The cold plunge. Cold Showers.

Discussing Differences between mend and women.

Dealing with a harsh break-up.

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Conventional wisdom says that impressionable individuals will imitate all kinds of behaviors they see in movies and on TV — including suicide, especially in the wake of the TV series "13 Reasons Why." But is there such a thing as suicide contagion? The evidence is weak, according to Christopher Ferguson, PhD, who details a scientific review he conducted to try to answer that question.

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