[polygamous_bat]

That is the craziest proposition that I have heard today. The author posited a hypothesis based on whatever public information they could gather. Either Alameda comes out to refute it, or they don't (they haven't yet, as far as I know), in which case people can draw their own conclusion. The fact that SBF, one of the most outspoken mouthpieces of the crypto boom, has chosen to remain silent, provides some circumstantial evidence at best. But this is not a court of law, it's investigative journalism, which I think is the part you're missing.

[vgatherps]

A point that is getting missed is that nobody knows what the liabilities are. At one extreme, if the liabilities are all cash, alameda is in a dire place. At the other, if the liabilities are just the tokens on their balance sheet, there's nothing particularly interesting.

Any statement a bout their insolvency is a statement about their liabilities, which is just speculation.