SBF
@SBF_FTX
1) I'm sorry. That's the biggest thing.
I fucked up, and should have done better.
6) My sense before:
Leverage: 0x
USD liquidity ready to deliver: 24x average daily withdrawals
Actual:
Leverage: 1.7x
Liquidity: 0.8x Sunday's withdrawals
Because, of course, when it rains, it pours. We saw roughly $5b of withdrawals on Sunday--the largest by a huge margin.
Estou pensando aqui, se o problema foi de liquidez, ele deveria ter travado a saida muito mais cedo quando os pedidos explodiram. E ter se comunicado melhor com os grandes investidores. Os pequenos criam panico, esses deveriam ter prioridade total, mas os grandes é que secam a fonte.