6:01 Initial Reactions from the fall of SBF and FTX
9:19 Closer to SBF, FTX, Alameda than 99% of people that are in Crypto
9:57 Uniquely Positioned to Lose Everything because should have trusted Sam more than anyone else
11:04 Sam being eerily quiet was the first red flag
14:19 Something's not right, I'm getting out of here...
15:20 Alan's THREE Close Calls in 2022, Celsius, BlockFI, FTX
19:04 Reflecting upon the Cycle -- What went well, what didn't?
19:59 Insulating against Alameda
20:23 Path Crypto, An Alameda Portfolio Company...
21:04 How long have you had a relationship with SBF?
22:09 How did that relationship develop from getting to know SBF to where Alameda invested in Stacked (Path)?
24:26 One of the First 10 Equity Investments of Alameda (out of over 400 to date)
26:40 Alameda stopped being involved and responding to investor updates, one of the only investments that doesn't have a token
27:44 Didn't have a token, but Alameda was applying pressure to start a token due to immediate liquidity.
28:29 Alameda wanted to Treasure our Money, wanted to take our Money and pay us Interest!!
28:47 Pressured to take initial round in FTT, not USD
29:34 Sam advised to take in FTT, and open a sizeable short on ETH to hedge...when ETH was $320
30:59 A very different experience with Alameda than most because Path did not launch a token
31:49 How hard was it to say no to SBF about launching a token?
32:34 8 to 10 hours of direct discussion with Sam about launching a token
33:24 Sam was advising them to create shell companies to evade regulatory issues and launch a token
38:41 A thousand times, Path could have given in, but stayed the...Path?
40:14 Greater duty to do the right thing with other people's money
40:34 How do VCs get their money? LPs, Limited Partners
42:55 Not all FTX Employees are Guilty, remember that. Sam duped them too
47:29 Most people had no idea this was going on, Brett Harrison, former CEO of FTX.us among them
49:14 Sam made a terrible decision that impacted 6m+ people out of greed and hubris, which started with Terra LUNA
51:19 A silver lining for the future.
54:05 Morality wins the day