Here's how the most important dispute hanging over crypto industry may play out, says industry watcher

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The upheaval in the crypto world is showing no signs of petering out in the new year. Cameron Winklevoss, the co-founder of Gemini Trust, accused Barry Silbert’s Digital Currency Group of bad-faith tactics in a dispute over $900 million of frozen funds.

The upheaval in the world of crypto is showing no signs of petering out in the new year. Cameron Winklevoss, the co-founder of crypto exchange Gemini Trust, accused Barry Silbert’s Digital Currency Group of bad-faith tactics in a dispute over $900 million of frozen funds.

According to Messari, “the options look pretty bleak.” Creditors could strike an out-of-court settlement and agree to a haircut on deposits in return for debt or equity. Genesis alternatively could file for bankruptcy, dragging their parent or external creditors through a lengthy process. Or DCG could recapitalize.

There’s also the issue of the FTX bankruptcy. So far, it doesn’t appear that FTX or Alameda were creditors of Genesis. And if they closed positions, the precise date would matter, given the 90-day clawback period that most bankruptcy cases contain. “If Alameda had loans with Genesis that were repaid after August 13, they might potentially be subject to the clawbacks,” says the Messari report.

The market Stock futures ES00, +0.54% NQ00, +0.76% were stronger in the early going, and so was the U.S. dollar DXY, +0.97%. The yield on the 10-year Treasury TMUBMUSD10Y, 3.756% fell to 3.75%. All moves that seem to be consistent with market anticipation of an earlier-than-expected Fed pivot. Regal Cinemas owner Cineworld said it’s not in talks with AMC Entertainment AMC, -1.69% to sell its assets.

Damar Hamlin of the Buffalo Bills suffered a cardiac arrest on the field, as the NFL suspended the Bills-Bengals game. He’s sedated and in critical condition, the Bills said.

 

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