Per CoinDesk, Alameda research has $14.6 billion of assets, against $8b of liabilities.

For assets: $3.66b FTT, $2.16b “FTT collateral”, $3.37b crypto ($292m SOL, $863m “locked SOL”), $134m USD & $2b “equity securities.

Most net equity tied in completely illiquid altcoins.
THREAD - Using Long-Term & Short-Term Holder cost basis to navigate the #Bitcoin market cycle.

Using the realized price (essentially the average cost basis) of long-term holders (LTHs) and short-term holders (STHs), we can evaluate what cycle the $BTC market is in.

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