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Zhu Suยท2025-08-16 04:27

Crypto Asset Valuation - FTX estate deemed FTT worthless, while assigning value to megaSerum (7yr locked deals) [1] - Holding USD and rebuying SOL in other accounts would have been the best strategy during FTX's crisis [1] Trading Strategies & Market Dynamics - A common trade in Nov 2022 involved buying FTT under the logic of potential solvency or worthlessness [1] - FTX's situation presented gradations between solvency and worthlessness [1] Historical Comparison - The situation is similar to Mt Gox, where holding JPY instead of BTC claims and rebuying BTC would have been preferable [1] - Domestic JPY claims in Mt Gox were paid out at a higher priority [1]