article

Tether Required Recapitalization In May 2022

by Patrick McKenzie

May 20, 2022·~11 minutes·10 chapters

Chapters

10 total

In 2019, after years of following along, I described Tether as “the internal accounting system for the largest fraud since Madoff.” This remains true. I made many very specific claims in that essay, which have been borne out in detail in the NYAG settlement and CFTC settlement. I won’t rehash all of them here.

0:44

Tether was (again) undercollateralized in May 2022

1:49

Tether’s cryptocurrency and investment holdings declined in value

2:04

There is no embedded equity cushion in the digital tokens

1:49

Tether will lie about this again

1:19

Does that even matter?

1:30

Do you believe Tether regarding the rest of the report?

0:38

Why bother writing this?

0:27

What do you have to gain here?

1:07

A bit of cryptographic geekery

0:24

Description

An analysis of the losses, assets, and capital questions behind Tether in May 2022.

We are not affiliated with Patrick McKenzie. This unofficial audio edition is available to listen to and share for free. See the original selection on Kalzumeus.

Details

Duration

~11 minutes (11K characters)

Release date

May 20, 2022