RT: BlockFi is untenable even after the Alameda loan
I have them burning ~$350mm in 2022 and w/ negative gross profit
Calibrated 'leaked' financials for
- Lower retail volumes (in line to q1 actuals)
- Higher borrowing costs due to rates
- Normalized credit loss
- New RCF interest https://t.co/5ZEPWBEUrx
RT：即使在阿拉米达贷款之后，BlockFi也无法维持
我让他们在2022年烧掉约3.5亿美元，毛利润为负
校准的“泄漏”财务数据
-零售量降低（与第一季度实际值一致）
-利率导致借贷成本增加
-标准化信贷损失
-新循环贷款利息https://t.co/5ZEPWBEUrx