While demand for the debts of the bankrupt cryptocurrency exchange FTX increases, large credit investors are rushing to buy FTX debts. Investors including Silver Point Capital, Diameter Capital Partners, and Attestor Capital have purchased $250 million worth of FTX debt so far in 2023.
FTX debt is also attracting investors such as Hudson Bay Capital Management. The firm purchased a $23 million FTX claim and sold 50% of it to Diameter.
With increasing demand, the price of some FTX demands has risen rapidly this year. Lower-order FTX claims have increased 191%, from $0.12 at the beginning of 2023 to $0.35 in recent weeks, according to data from crypto debt broker Claims Market.
Debt investors accumulating FTX Group claims are betting that the bankruptcy process will unlock additional value when resolved. Bankruptcy investor Thomas Braziel said the total value of FTX claims could be much higher than the $250 million settlements seen in public court records.
FTX warns customers to complete the claim process by September 29, 2023. What do you think the increased demand for FTX debits means for the future of cryptocurrency exchanges? Share your comments with us.