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FTX users receive funds, Citadel buys stock, Coldcard warns users

Created at 31 Jul · 8:06 PM1 source↑ Market-relevant
IN SHORT

Former FTX users began receiving funds as the FTX Recovery Trust launched a new $900 million creditor payout, bringing total repayments to an estimated $11 billion. Elsewhere, Citadel reportedly acquired a large portion of Situational Awareness’ public stock portfolio following an AI-driven market sell-off, while Coinkite warned Coldcard Mk3 users to migrate funds due to a potential vulnerability.

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Key Numbers

$900 millionnew creditor payout by FTX Recovery Trust
$11 billiontotal estimated repayments by FTX Recovery Trust
$1.76 billionclawback claim against Binance and former CEO
67%Situational Awareness fund's fall in July
80%Situational Awareness fund's gain for the year
$3.5 billionAnthropic shares Situational Awareness agreed to sell
$10 billionstocks and private investments retained by Situational Awareness
$24 billionassets Situational Awareness reached in under two years
594.48 BTCBitcoin swept from single-signature addresses
version 4.0.1affected Coldcard Mk3 firmware version
version 5.0.3final affected Coldcard Mk3 firmware version

Who's Involved

FTX Recovery Trust
launched new $900 million creditor payout
Sunil Kavuri
former FTX customer receiving funds
Kraken
distribution partner for FTX payouts
Sam Bankman-Fried
former FTX CEO, currently imprisoned
Ryan Salame
former FTX Digital Markets co-CEO, currently imprisoned
Caroline Ellison
former Alameda Research CEO, completed prison sentence
Binance
facing $1.76 billion clawback claim from FTX estate
Changpeng Zhao
former CEO of Binance, facing clawback claim
Citadel
reportedly acquired large portion of Situational Awareness stock portfolio
Leopold Aschenbrenner
founder of Situational Awareness
Coinkite
warned Coldcard Mk3 users of potential vulnerability

↳ Why This Matters

These developments highlight ongoing efforts to recover assets for FTX users, significant shifts in the hedge fund landscape following AI stock volatility, and critical security concerns for cryptocurrency hardware users.

Key facts

  • FTX Recovery Trust started a new $900 million distribution to creditors.
  • This payout is the fifth distribution since FTX's 2022 bankruptcy.
  • Roughly $11 billion has been returned to customers in total.
  • Citadel reportedly acquired a significant portion of Situational Awareness' stock portfolio.
  • Coinkite issued a warning for Coldcard Mk3 users regarding potential seed generation vulnerabilities.
  • Bitcoin security specialists are investigating a large, coordinated sweep of BTC from single-signature addresses.

Former FTX users began receiving funds on Friday as the FTX Recovery Trust initiated a new $900 million distribution to creditors. This marks the fifth payout since FTX's 2022 bankruptcy, bringing the total estimated repayments to approximately $11 billion. Users, including former customer Sunil Kavuri, confirmed receiving assets through partners like Kraken.

In a separate development, Citadel reportedly acquired a substantial portion of the public stock portfolio of Situational Awareness, a hedge fund founded by former OpenAI researcher Leopold Aschenbrenner. This acquisition followed a significant downturn in Aschenbrenner's fund, which reportedly fell about 67% in July amid an artificial intelligence stock market sell-off, despite remaining up approximately 80% for the year.

Additionally, Canadian Bitcoin hardware maker Coinkite has issued a warning to users of its Coldcard Mk3 signing device. The company advised affected users to migrate funds due to a potential vulnerability identified in specific firmware versions (4.0.1 through 5.0.3) that could put generated seed phrases at risk. This warning comes as Bitcoin security specialists investigate a coordinated sweep of 594.48 BTC from single-signature addresses, though no definitive link to the Coldcard issue has been established.

Frequently asked questions

With the latest distribution, the FTX Recovery Trust is estimated to have returned roughly $11 billion to customers.

FTX's bankruptcy stemmed from the misuse of customer funds, leading to criminal convictions for former executives.

Citadel reportedly acquired the portfolio after Situational Awareness' fund experienced heavy losses during July's artificial intelligence stock market rout.

Firmware versions 4.0.1 released in March 2021, and any later Mk3 version up to 5.0.3, may put funds at risk.

No, the Mk4, Q, and Mk5 devices are not affected by this particular vulnerability.

What Happens Next

01Coinkite is conducting a formal technical review of the Coldcard Mk3 vulnerability.
02FTX estate continues to pursue its $1.76 billion clawback claim against Binance.

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How It Developed

FTX Recovery Trust began a new $900 million distribution to creditors.
Former FTX users reported receiving funds through distribution partners.
Citadel reportedly bought a large portion of Situational Awareness’ public stock portfolio.
Situational Awareness’ fund fell about 67% in July.
Coinkite warned Coldcard Mk3 users to move funds due to a potential seed-generation vulnerability.
Bitcoin security specialists are examining a coordinated sweep of 594.48 BTC from single-signature addresses.

Sources

T1
Here’s what happened in crypto todayCointelegraph

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