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As a filmmaker with a degree in Marketing, I must say that commercial was amazing. From a production/creative stand point it was very well done but also from a marketing stand point. It literally addressed the skepticism that nay sayers would have had. The commercial was obviously not to convince the nay sayers to believe, but to empower the naive to ignore the nay sayers doubts. Brilliant marketing.

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It was certainly well produced and achieved its goal. I called it 'dumb', because of it's goal: to convince retail to pool their money into a shady, offshore operation.

Thanks for your thoughts, Tyler.

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What a day to be alive. Thanks for sharing this great article, Devin.

It would be interesting to see (first and foremost the movie :)) but also how he managed to mislead so many institutional investors Who were their advisors? What DD did they undertake? What was the role of the auditor? Was the going concern properly assessed by auditors? So many questions that we can think of that could shake the industry once again.

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It's hard for me to imagine any real DD was done. There's a slide deck floating around online of Alameda's pitch, and it includes charts that look like they were made by Bernie Madoff. Astounding.

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Exactly. Everything was based on 'hope' and 'proprietary knowledge' that investors such us 'don't get it'.

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As always, an interesting article to pair with lunch. Thank you.

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Thanks for reading!

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Is there really no utility in crypto?

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Minimal, if any. The vast majority of activity and transactional volume revolves around a mirage of liquidity. Synthetics, derivatives, unbacked stablecoins, wash trades, related-party transactions, and more.

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Is there really no utility in crypto? I have done close to 0 real research on it

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