Is Alameda research's crypto asset illiquid?

Home » Alameda Research’s crypto asset is completely illiquid: Know the details Almeda Research is doing something dangerous and risky if we go through the recent reports. The platform seems to have the majority of its assets in illiquid altcoins, which is not so good. News that is even worse than this is the lion’s share of its assets is in FTT.

What are Alameda's investments?

Its hundreds of investments included high-profile companies like SpaceX, and a variety of crypto tokens like Polygon (MATIC), and NEAR. The spreadsheet, dated early November, included Alameda’s private equity portfolio, alongside “some FTX bets mixed in.”

Does Alameda have a FTX portfolio?

As previously reported, the portfolio includes stakes in FTX backers Sequoia Capital and Anthony Scaramucci’s SkyBridge Capital, as well as in Elon Musk’s SpaceX and Boring Company projects through the investment in K5. Of Alameda’s remaining investments, crypto and DeFi projects account for the majority.

Is crypto a part of your portfolio?

"With a large minority of investors owning crypto, it is reasonable for these digital assets to be recognised as a part of one's portfolio – not unlike any other assets that can be valued in the marketplace, such as real estate or equity," Choo said.