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Ben Hunt
@EpsilonTheory
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Nov 12, 2022
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Good thread. Rings true.
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Nov 11, 2022
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
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Doug Colkitt
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https://www.upcarta.com/posts/31262
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