I agree we have no idea what the terms of the deal are, which is why I don’t think we can say what the total effects on SBF’s assets are other than by informed guessing.
Not only we have no idea of the terms of the deal for FTX.com, but it seems hard to predict what it means for the value of FTX US (what does the probability of another bank run look like now?) and Almeda (did they actually use FTX.com’s info/​​cash as a significant generator of alpha?)
I agree we have no idea what the terms of the deal are, which is why I don’t think we can say what the total effects on SBF’s assets are other than by informed guessing.
Not only we have no idea of the terms of the deal for FTX.com, but it seems hard to predict what it means for the value of FTX US (what does the probability of another bank run look like now?) and Almeda (did they actually use FTX.com’s info/​​cash as a significant generator of alpha?)