[HN Gopher] FTX bankruptcy examiner's report [pdf]
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       FTX bankruptcy examiner's report [pdf]
        
       Author : wmf
       Score  : 72 points
       Date   : 2024-05-23 19:38 UTC (3 hours ago)
        
 (HTM) web link (restructuring.ra.kroll.com)
 (TXT) w3m dump (restructuring.ra.kroll.com)
        
       | sram1337 wrote:
       | Here are some juicy insights extracted from the document related
       | to the FTX Group:
       | 
       | Buy and Burn Program: This program, likened to a share buyback,
       | was designed to give value to FTT token holders by using part of
       | FTX's revenue to buy FTT tokens. However, investigations revealed
       | that the program was likely a method to inflate the value of FTT,
       | which was largely held by Alameda. The program used approximately
       | $462 million of FTX's gross revenue to buy back tokens,
       | significantly benefiting Alameda .
       | 
       | Misrepresentation of FTX.US's Financial Health: Despite claims by
       | Bankman-Fried that FTX.US was solvent, investigations revealed
       | substantial errors in the financial documentation. Bankman-
       | Fried's assertions were contradicted by evidence showing that
       | funds were improperly transferred between entities to cover
       | financial shortfalls, indicating deeper liquidity issues than
       | publicly acknowledged .
       | 
       | Misconduct by Executives: Investigations into FTX Group
       | executives, such as Ryan Salame and others, revealed widespread
       | misuse of company assets for personal gain. This included buying
       | real estate, private jets, and making political contributions.
       | Additionally, there were instances of backdated agreements and
       | misleading banks about the nature of transactions .
       | 
       | FTX Group's Legal Maneuverings: The FTX Group's selection of law
       | firms was disorganized, leading to duplicated efforts and fees
       | paid without meaningful services rendered. This chaos extended to
       | the use of ephemeral messaging apps like Signal by Law Firm-1,
       | which hindered the recovery of full communication records .
       | 
       | Venture Investments and Related Parties: The FTX Group's venture
       | investments were marked by a lack of due diligence, rapid
       | decision-making, and unsupported valuations. Many investments
       | involved entities tied to senior FTX executives, further
       | complicating the financial landscape and recovery efforts .
       | 
       | Political and Charitable Contributions: Joseph Bankman and
       | Barbara Fried were implicated in directing funds to personal and
       | political causes, including donations to Stanford University to
       | curry favor and large contributions to the Mind the Gap political
       | action committee. This misuse of funds for personal and political
       | gain was part of broader efforts to maintain influence and cover
       | up the company's financial misdeeds .
       | 
       | These insights highlight significant misconduct and financial
       | manipulation within the FTX Group, driven by a combination of
       | strategic misrepresentation, personal enrichment, and chaotic
       | internal management.
        
         | woah wrote:
         | > Venture Investments and Related Parties: The FTX Group's
         | venture investments were marked by a lack of due diligence,
         | rapid decision-making, and unsupported valuations. Many
         | investments involved entities tied to senior FTX executives,
         | further complicating the financial landscape and recovery
         | efforts .
         | 
         | Seriously asking- how does this differ from any other VC fund?
        
           | itsoktocry wrote:
           | There's a lot of sketchy finance that nobody cares
           | about...until you lose a lot of other people's money.
        
           | doctor_eval wrote:
           | A VC fund is set up explicitly to operate this way. Investors
           | know what they're getting into; investors are the customer
           | and are aware of the risks. They know they're gambling.
           | 
           | FTX was supposedly a safe place to exchange funds, the
           | customers were uninformed as to the risks they were taking.
           | In fact they were encouraged to believe the risks were low.
           | They did not know they were gambling.
           | 
           | It's really different.
        
           | rybosworld wrote:
           | The primary difference is that FTX was far more reckless than
           | the typical VC.
        
             | wmf wrote:
             | Nah, the difference is that FTX was investing stolen money.
             | No one would care otherwise.
        
           | iamacyborg wrote:
           | I'd be amused if FTX made better investments than the average
           | VC fund.
        
           | refulgentis wrote:
           | You're right, it doesn't: this isn't human insight, it is GPT
           | spam
        
         | refulgentis wrote:
         | GPT spam
        
         | bijection wrote:
         | If you generated this with an LLM, you might consider labeling
         | it more clearly. Wrote copy-and-pasting of llm outputs seems
         | contrary to the 'thoughtful and substantive' north star of
         | hacker news comments. And just in case I'm wrong, apologies if
         | this was your own work - it would be a good bit of irony if I
         | turned out to be the one hallucinating.
        
       | chollida1 wrote:
       | Pretty damning in this report is the section about SBF admitting
       | that Alameda's NAV is very dependent on how you account for FTT
       | way back in 2019.
       | 
       | Also interesting that they apparently loaned money to Deltec bank
       | to help shore up its balance sheet. Deltec being Tether's bank at
       | the time.
        
       | ai_what wrote:
       | The irony of his mom being on the Board of Advisors of Stanford
       | University's Ethics is astounding.
       | 
       | Page 177:
       | 
       | Joseph Bankman, Bankman-Fried's father, is a tenured Stanford Law
       | School professor who served as an officer, director, manager
       | and/or pro bono counsel to a number of FTX Group entities.
       | Barbara Fried, Bankman-Fried's mother, is a Professor Emerita of
       | Stanford Law School. She served as a member of the Board of
       | Advisors of Stanford University's Ethics.
       | 
       | Or this part about this dad on page 183:
       | 
       | And the Debtors allege that Joseph Bankman directed "donations of
       | more than $5.5 million" to Stanford University in an attempt to
       | "curry favor with and enrich his employer at the FTX Group's
       | expense."
        
         | jessriedel wrote:
         | > The irony of his mom being on the Board of Advisors of
         | Stanford University's Ethics is astounding.
         | 
         | Your sentence was cut off? She is a member of the Board of
         | Advisors to the Stanford Ethics in Society Program. That means
         | she helps direct an academic program researching ethics, not
         | that she enforces ethical rules within Stanford.
         | 
         | Professional ethicists and moral philosophers do not, and
         | generally do not claim to, act morally better than others.
         | There profession is about researching the consistency and
         | implications of moral rules.
         | 
         | Judges are generally held to a higher standard than the general
         | public, so I guess there is irony/hypocrisy when they commit a
         | crime they have convicted others of. But that's not what Fried
         | was doing.
        
           | TheOtherHobbes wrote:
           | Indeed. Academic ethics are more theoretical then practical.
        
             | atherton33 wrote:
             | Those who can, do. Those who can't, teach.
        
           | soneca wrote:
           | Considering all you said, I still consider it ironic that her
           | son is so unethical
        
             | dexwiz wrote:
             | Is it ironic that someone specialized in ethics would have
             | a son so adept in using them to his advantage? Seems like a
             | natural conclusion to me.
             | 
             | Effective altruism seems like a weaponization of morals to
             | support wealth hoarding.
        
             | yyyyybb wrote:
             | If it's unethical to lose people money there'd be no
             | Republican free. This is free speech please respond
             | respectfully.
        
           | georgeecollins wrote:
           | >> Professional ethicists and moral philosophers do not, and
           | generally do not claim to, act morally better than others.
           | 
           | That is a little like saying people who teach music don't
           | claim to play an instrument very well. Universities are full
           | of professors who can't do the thing they teach about very
           | well. But I think we should be skeptical of people who study
           | a thing they can't practice.
        
           | __loam wrote:
           | You're being incredibly pedantic.
        
       | paulpauper wrote:
       | I am amazed at how fast the whole thing progressed, starting from
       | the failure of FTX, to his arrest, the trial, etc. The Enron case
       | took a decade
        
         | pants2 wrote:
         | To the >100% recovery for creditors!
        
           | ForHackernews wrote:
           | All those prudent Beanie Baby investments are paying off in a
           | big way!
        
           | hackernudes wrote:
           | 100% of the USD value at time of bankruptcy.
        
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       (page generated 2024-05-23 23:00 UTC)