151
Matt Walsh

@mattwalshinbos #151

Founding Partner @ Castle Island Ventures; co-host of On The Brink w/ Castle Island; previously @Fidelity
792 Follower 101 Following
Genesis / Mt Gox BTC overhang appears to be greatly misunderstood.

Genesis BTC creditors largely getting in-kind distributions. GBTC > USD with a near simultaneous USD > BTC.

Gox creditors who want USD have had years to sell into a rising claim market. SPV buyers largely structured for in-kind distributions.