Failed 2023

    Genesis Global

    Crypto prime brokerage with $3B in outstanding loans collapses when multiple borrowers default in sequence.

    Founded → Closed

    2013 → 2023

    Funding Raised

    $0 (DCG subsidiary)

    Industry

    Crypto/Lending

    Country

    USA

    IdeaProof AI Failure Score

    68/100
    Market Fit RiskBurn Rate RiskFounder Risk
    Market Fit Risk
    60
    Burn Rate Risk
    40
    Founder Risk
    45

    What Happened: The Timeline

    🚀

    2013

    Genesis founded as crypto OTC trading desk

    📈

    2021

    Peak: $3B in outstanding loans, dominant institutional lender

    ⚠️

    Jun 2022

    Loses $1.2B from 3AC default

    📉

    Nov 2022

    FTX collapse adds $175M in losses, freezes withdrawals

    💀

    Jan 2023

    Files Chapter 11 bankruptcy

    Root Causes

    Genesis Global Trading was the institutional crypto lending arm of Digital Currency Group (DCG), Barry Silbert's crypto empire. Genesis had $3B in outstanding loans when the 2022 crypto meltdown hit. Losses from 3AC ($1.2B) and FTX exposure ($175M) made the company insolvent. Genesis froze withdrawals in November 2022 and filed for bankruptcy in January 2023. The collapse threatened DCG's entire portfolio including Grayscale. The lesson: institutional crypto lending was built on the illusion of diversified risk that was actually heavily correlated.

    Sources & References

    Could This Failure Have Been Prevented?

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