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Despite major blow-ups from incumbents like FTX, $BTC liquidations were down significantly in 2Hโ22 (26bn vs 12bn), suggesting that the majority of leverage has been washed out.

<div class="tweet" data-attrs="{"url":"https://twitter.com/cameron/status/1612806661508567042","full_text":"Earn Update: An Open Letter to the Board of @DCGco ","username":"cameron","name":"Cameron Winklevoss","date":"Tue Jan 10 13:40:47 +0000 2023","photos":[{"img_url":"https://pbs.substack.com/media/FmHWh8raYAACFHq.png","link_url":"https://t.co/eakuFjDZR2","alt_text":null},{"img_url":"https://pbs.substack.com/media/FmHWi-UagAQZRUQ.png","link_url":"https://t.co/eakuFjDZR2","alt_text":null},{"img_url":"https://pbs.substack.com/media/FmHWkdXacAERQQy.png","link_url":"https://t.co/eakuFjDZR2","alt_text":null},{"img_url":"https://pbs.substack.com/media/FmHWnP9acAAAGNd.png","link_url":"https://t.co/eakuFjDZR2","alt_text":null}],"quoted_tweet":{},"retweet_count":1358,"like_count":5300,"expanded_url":{},"video_url":null,"belowTheFold":true}โ>






I went through every wallet I can find that the FTX estate owns. Biggest positions:
โข$700M+ of $SOL (Most locked, so not sure why they would count it)
โข$575M of FTT
โข$371M of MAPS
โข$127M OXY
โข$90M WBTC
โข$82M BONA
โข~$500M in other random SPL tokens

<div class="tweet" data-attrs="{"url":"https://twitter.com/nic__carter/status/1612458140238225409","full_text":"@CGasparino @SBF_FTX The ol legal system DOS attack","username":"nic__carter","name":"nic (legacy blue check) carter","date":"Mon Jan 09 14:35:53 +0000 2023","photos":[],"quoted_tweet":{},"retweet_count":7,"like_count":299,"expanded_url":{},"video_url":null,"belowTheFold":true}โ>
