The State of Crypto Post-FTX Collapse: A Quarterly Review

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Introduction

The crypto landscape faced unprecedented turmoil following FTX's collapse in November 2022. The exchange's bankruptcy—triggered by a $2.5 billion liquidity crunch after mismanaging Alameda Research's funds—accelerated a market exodus. Over $20 billion was withdrawn within a week, and Bitcoin plummeted 20%. The fallout extended beyond retail investors, crippling platforms like BlockFi and Celsius that had integrated FTX-linked financial products.

One quarter later, how is the crypto ecosystem recovering?


Key Casualties: Genesis and Silvergate Bank

Genesis Capital

A subsidiary of Digital Currency Group (DCG), Genesis was the largest crypto lender before collapsing under $5 billion in liabilities from exposure to Three Arrows Capital, Alameda, and FTX. Its January 2023 bankruptcy marked another domino in the FTX contagion.

Silvergate Bank

Once a crypto banking pillar, Silvergate’s SEN network processed billions in trades. Though not directly tied to FTX, a confluence of dollar strength, bond yield inversions, and an $8 billion bank run forced its March 2023 liquidation—severely restricting fiat-crypto onramps.


Progress in Exchange Transparency

Post-FTX, exchanges raced to publish Proof of Reserves (PoR) to rebuild trust. While standards vary (e.g., third-party audits remain rare), platforms now disclose reserves publicly—trackable via sites like DefiLlama. This shift toward accountability is a critical step for centralized exchanges.


Market Volatility: A Rollercoaster Ride

Bitcoin’s price action post-FTX exemplifies crypto’s volatility:

The market now tests whether $20K–$25K will hold as a consolidation zone.


Survival of the Fittest

FTX’s collapse acted as a stress test, weeding out weak projects. Platforms that withstood billion-dollar withdrawals (e.g., Binance, Kraken) demonstrated robust liquidity management—a positive sign for long-term ecosystem health.


Speculation and Opportunity

Crypto’s high-risk, high-reward nature persists:

While speculative, these opportunities attract those seeking financial mobility in an era of widening inequality.


FAQs

Q: Are centralized exchanges safer post-FTX?
A: Improved PoR practices help, but self-custody (via hardware wallets) remains the gold standard.

Q: What caused Silvergate’s collapse?
A: A mix of macroeconomic pressures (rising rates) and crypto-specific bank runs eroded liquidity.

Q: Is Bitcoin’s recovery sustainable?
A: Short-term uncertainty lingers, but long-term adoption drivers (institutional interest, halving cycles) persist.

Q: How can investors mitigate risk?
A: Diversify holdings, avoid over-leverage, and prioritize platforms with transparent reserves.

👉 Explore secure trading platforms for vetted crypto services.


Note: All external links except OKX have been removed per guidelines.


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