Looking For Contagion

Nov 18, 2022 • 19 Min Read

Note: We are resending Friday’s crypto weekly to include some resources pertaining to unsecured creditors in the FTX bankruptcy case.

Mapping Possible Contagion

Recently, we have discussed the risk of further drawdowns from the fallout from FTX as the reason for not being too aggressive at these admittedly favorable long-term entry levels. In this week’s note, we wanted to further unpack a few areas of the market where contagion could be lurking.

Below is a fascinating graphic com...

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Illustrations by Karl Wimer.