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They have both $1m more assets and $1m liabilities.

But that does not reflect risk.

For instance, now they take those $1m in cash and use them to make risky loans or investments. At face value the balance sheet is the same because they still have $1m in asset... except that the risk that this asset turns into eff all has significantly increased.



yeah, like SBF's "balance sheet". https://www.ft.com/content/0c2a55b6-d34c-4685-8a8d-3c9628f1f...

Theoretically they had assets, but most of them were just internal magic beans.




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